InterAction and the Accounting Firm: Understanding Relationship Intelligence and Its Benefits

One of the important distinctions between traditional CRM and CRM for firms is the knowledge asset called Relationship Intelligence.

For accountancy firms, CRM can be defined as a business strategy leveraging Relationship Intelligence that enables firms to exceed client needs and expectations as well as revenue and productivity objectives. Because CRM is not simply a technology, but a business strategy, it must be closely aligned to the firm’s strategic objectives defined by the firm’s leadership. Firm culture and business processes must likewise support the firm’s CRM strategy.

This white paper discusses the unique business value firms can expect when they implement LexisNexis® InterAction®, the leading solution for law, accountancy and other professional services.

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