Customer relationship management software provider and Microsoft Dynamics partner Client Profiles has released CRM4Accounting, a Dynamics CRM-based product tailored specifically for the accounting ...
Case management software provider Client Profiles, based in Atlanta, has acquired New York-based Saga, the developers of the Saga Practice Manager application, a plaintiff-geared product that includes ...
Every service firm leader I’ve engaged with in the last 20 years says, “We know who we serve.” Yet when I request that they describe their ideal client's top five goals, opportunities and challenges, ...