This is a must-read for all firm leaders, regardless of what business you are running or market your business is in. These authors truly understand that a company's success is directly tied to successfully maintaining and growing client relationships. Businesses with a poor client relationship management (CRM) process fail and perish. Do not let that happen to your company, be a leader that acts and champions your firm's CRM process and data.
This book empowers leaders to take ownership of their company's data and set the tone for a company-wide culture of data stewardship. Whether you are at the beginning of your CRM journey, in the middle of evaluating solutions, or if you have a system you are implementing, maintaining, or improving I am confident you will find exactly what you need to be successful.
Combined, Chaz and Courtney have helped hundreds of professional service firms implement, maintain, or improve their CRM processes and systems. When meeting with C-Suite leaders, the common thing they hear is, "I do not know what I do not know. You are the expert, so tell me what I do not know." Once you read this book you will never have to wonder "What do I not know about CRM?" again! They will help you navigate this topic and support, empower, and lead you to success.
Both Courtney and Chaz have dedicated a good portion of their careers to improving the management of client relationships. Put their experience to good use and benefit from their lessons learned, expertise, and best practices. By the time you finish this book you will view data as one of your company's most valuable assets and you will insist your firm prioritize the process and people behind your client relationship management!