
Sign up to save your podcasts
Or


In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services. They discuss the essential features of effective CRM tools, strategies for driving adoption among busy professionals, the importance of pipeline visibility, and how marketing can leverage CRM data to enhance outreach and campaign effectiveness. Nikki shares valuable insights from her experience in customizing CRM systems and emphasizes the need to demonstrate the value of CRM to leadership as a tool for risk mitigation and client relationship management. Guest: Nikki Burgeson | UHY-US Host: Chris Camara | Camara Communications
By Association for Accounting Marketing5
44 ratings
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services. They discuss the essential features of effective CRM tools, strategies for driving adoption among busy professionals, the importance of pipeline visibility, and how marketing can leverage CRM data to enhance outreach and campaign effectiveness. Nikki shares valuable insights from her experience in customizing CRM systems and emphasizes the need to demonstrate the value of CRM to leadership as a tool for risk mitigation and client relationship management. Guest: Nikki Burgeson | UHY-US Host: Chris Camara | Camara Communications