For those of us who are not familiar with the acronym, CRM means Customer Relationship Management 2020 was a big wake-up call on how we relate and communicate with our clients in this virtual world. Onboarding new clients can be demanding without a suitable method for...
We were excited to have our Champaign Sponsor, ADP, and also special guest Chris Farrell who is the CEO of Liscio. It was a great episode over PEOs and how they can be beneficial to your firm. You can watch the live video here! Many businesses were affected by 2020...
When you think about how to streamline your finances, a CRM and accounting software integration probably doesn’t come to mind. Although it should. If you want to simplify your business’ financial management, keep reading to learn how connecting your CRM and...
We were grateful to have Rowan Eister with Fathom join us for our first Episode of the New Year along with special guest speaker, Geni Whitehouse. Geni Whitehouse is an amazing Mentor! She is a Best-selling Author and International Keynote Speaker and we were honored...
What is PEO? A PEO, or professional employer organization, is a type of full-service human resource outsourcing known as co-employment. In this arrangement, the PEO performs various employee administration tasks, such as payroll and benefits administration, on behalf...
