Customer Relationship Management | Client Relationships | Rea CPA

episode 85: collaborate, integrate, automate: customer relationship management & profitability

Mike Moran | CRM Tips | Ohio CPA Firm
Mike Moran, co-founder and president of Affiliated Resource Group, joins Dave on this episode of unsuitable on Rea Radio to talk about CRM systems and how they can help you grow your business. Listen Now!

From forming strategic relationships with like-minded business owners to maintaining positive relationships with our existing customers and everything in between, facilitating new relationships and nurturing new ones is an essential component to the sustainability and growth of any business. But we also know that building relationships can be a difficult and drawn-out process. Happily, in today’s age of data-driven innovation, building business relationships doesn’t have to be so difficult.

On this episode of unsuitable on Rea Radio, Mike Moran, co-founder and president of Affiliated Resource Group, an IT implementation and professional services firm in Columbus, Ohio, gives us a better understanding of Customer Relationship Management (CRM) systems. CRM, it turns out, can be a powerful tool when it comes to developing more meaningful relationships with customers, achieving organizational goals and promoting greater efficiency and collaboration throughout the business.

CRM Systems Combine People, Processes and Technology

Customer Relationship Management systems aren’t just sales tools – they’re robust systems that help organizations combine people, processes and technology.

If your company struggles with time management, relationships or communication, this episode will open your eyes to the capabilities of CRM and how the system:

  • Streamlines work and communication pipelines to dramatically improve productivity.
  • Facilitate greater collaboration both internally and externally.
  • Integrates with apps and tools that you may already use every day.

If you liked this episode of unsuitable on Rea Radio, let us know by hitting the like button or by sharing it with your followers on social media. You can also use #ReaRadio to join the conversation on Facebook and Twitter, and you can watch the podcast in action on the Rea & Associates YouTube channel.

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past episodes

articles & insight

How To Optimize CRM Team Work And Collaboration – A business-aligned CRM solution can improve the way your teams work and collaborate. Check out Mike’s article to find out how.

Get More Value From Your LinkedIn Profile – Even though 124 million people are using LinkedIn, only a fraction are using it to actively engage with the public, which results in missed a missed opportunity for you and your business. Read on for some tips to help you maximize the value of your personal and business pages on LinkedIn.

Tell Me How You Really Feel About Marketing … – Are you looking for ways to expand your business’s reach, establish stronger relationship with clients and ultimately generate increased revenue? Then you may want to reconsider where marketing ranks in your company’s growth strategy. Read on to learn more.

official transcript

Click here to read the official transcript for episode 85, “collaborate, integrate, automate: customer relationship management & profitability.