About this episode

Kristen McGarr discusses the importance of humanity in CRM systems for CPA firm owners.

Kristen McGarr has spent over 20 years helping businesses implement CRM systems that actually work. Her core belief is that the future of CRM isn't about more technology, it's about more humanity. For CPA firm owners who have tried a CRM, abandoned it, or never started one at all, that perspective changes the conversation entirely. Kristen is the founder of Adroit Insights and CRM Growth, a growth strategist, fractional chief revenue officer, and CRM implementation specialist. She works acros...

People in this episode

Host: Brannon Poe

Guest: Kristen McGarr

Topics covered

• CRM systems
• business growth
• client relationships
• technology
• humanity in business

Keywords

• CRM
• business strategy
• referrals
• renewals
• client management

Mentioned in this episode

Organizations: Adroit Insights, CRM Growth

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