Earmark Podcast | Earn Free Accounting CPE cover image

Accounting Firm Marketing In The Era of Generative AI

Earmark Podcast | Earn Free Accounting CPE

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Implementing Marketing Automation and CRM Systems in Accounting Firms

This chapter discusses how leading accounting firms are implementing marketing automation and CRM systems, but also highlights the challenges of getting busy team members to adopt these tools. It explores the role of business development reps in larger firms and the importance of setting up teams for success in marketing and sales. The chapter also mentions the opportunity for mid-sized firms to adapt more easily to the evolving landscape of the accounting profession.

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