CentrixOne’s CRM team participates in two QuickBooks Online events

Accountants & Bookkeepers, CRM, QuickBooks Online QuickBooks Online hosted two events in Montreal in June for its community of users and accounting firms. And the CentrixOne team was in on the action. In today’s rapidly evolving markets, accounting firms and business advisors must quickly adapt to the ever-growing number of solutions that are integrated with QuickBooks … Read more

CentrixOne’s cloud CRM team participates in Ingram Micro Cloud Summit in Boca Raton

CentrixOne’s cloud CRM team participates in Ingram Micro Cloud Summit in Boca Raton Always on the lookout for new market development opportunities, the CentrixOne CRM team recently participated in the largest cloud ecosystem event in the world, the Ingram Micro Cloud Summit in Boca Raton. From May 2 to 4, CentrixOne joined 1400 cloud partners, suppliers, resellers … Read more

CentrixOne meets Acomba customers during an inauguration in Québec City

CentrixOne’s cloud CRM team participates in Ingram Micro Cloud Summit in Boca Raton Always on the lookout for new market development opportunities, the CentrixOne CRM team recently participated in the largest cloud ecosystem event in the world, the Ingram Micro Cloud Summit in Boca Raton. From May 2 to 4, CentrixOne joined 1400 cloud partners, suppliers, resellers … Read more

IBM’s Design Thinking approach: How it can help a SMB implement a CRM

IBM’s Design Thinking approach: How it can help a SMB implement a CRM Recently, the CentrixOne CRM team participated in an event called Connexion. Held by Les Affaires and Telus in Montréal, the two-day convention was filled with over 40 conferences and a multitude of workshops about today’s digital transformation and its impact on businesses’ growth … Read more

CentrixOne presents its CRM solution during the QB-HQ Apps Roadshow, organized by QuickBooks

CentrixOne presents its CRM solution during the QB-HQ Apps Roadshow, organized by QuickBooks Recently, CentrixOne presented its all-in-one CRM and marketing solution to QuickBooks-certified accountants and bookkeepers during the QB-HQ events in Toronto and Montréal. The QB-HQ Apps Roadshow is a cross-Canada tour to present some of the top apps that integrate with QuickBooks Online. It is comprised … Read more

Accountants & bookkeepers: Today’s trusted business advisors

Accountants & bookkeepers: Today’s trusted business advisors While accountants and bookkeepers have always been go-to partners for SMBs for accounting and taxes as well as audit preparation and compliance, today’s competitive market is transforming the role financial professionals play in their clients’ business growth. Today, accountants and bookkeepers are becoming trusted business advisors. According to … Read more

10 signs your company needs a CRM

10 signs your company needs a CRM At CentrixOne, we’re sometimes asked by small- and medium-sized business (SMB) owners if they really a CRM. With such small teams, they figure that they can wing their sales and marketing management with spreadsheets (or worse…sticky notes!), email program or a traditional contact management system. Isn’t a CRM … Read more

Harnessing the power of a CRM beyond contact management

Harnessing the power of a CRM beyond contact management As a small- to medium-sized business (SMB) owner, what does contact management and customer relationship management (CRM) truly mean to you? Naturally, one of the first (and justifiable!) reasons why, as an SMB, you want to acquire a CRM solution is to regain control over (read: … Read more

The ultimate checklist for accountants and bookkeepers to choose the right CRM for their firms

The ultimate checklist for accountants and bookkeepers to choose the right CRM for their firms As mentioned in our previous blog post, a customer relationship management (CRM) solution is an excellent tool to help accountants and bookkeepers maintain and grow their clienteles. However, no CRM is created equally, and the CRM market can be a landscape … Read more

Top 5 reasons why accountants and bookkeepers need a CRM

Top 5 reasons why accountants and bookkeepers need a CRM Some accountants and bookkeepers think that customer relationship management (CRM) solutions are only for sales and marketing professionals—not experts who crunch numbers. Others believe that CRM is a dark science that only “CRM gurus” can possibly understand. However, a CRM can be an effective business … Read more