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TO 300 Business Information Systems 2023 Fall B
#6 Financial Services CRM
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TO 300 Business Information Systems 2023 Fall B: #6 Financial Services CRM
Information resources for the Statements of Work (SOW)
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About CRM Systems
Gartner
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Suggested reports:
Magic Quadrant for CRM and Customer Experience Implementation Services.
May 18, 2021
Forrester
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IDC
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Accounting CRM Systems and Vendors
Software Advice
As part of Gartner, Software Advice continues their mission of helping businesses confidently choose software.
Capterra.com
Free online business software search tool.
CPA Practice Advisor. 2020 Reviews of Practice Management Systems
CPA Practice Advisor. 2019 Reviews of CRM Systems for Accounting Firms
NEEDLEMAN, TED. 2018. “Keeping Client Relationships Healthy: The Current State of Customer Relationship Management Software.” Accounting Today 32 (3): 23–24.
Further Research
ABI/INFORM Collection
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Business Source Complete
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Use policy: When using material from this database in reports and presentations, vendor contract requirements dictate that you must include the phrase, "Used with permission of Business Source Complete."
Library Research Consultant
Joel Scheuher
(jscheuhe@umich.edu)
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Joel Scheuher
Last Updated Nov 21, 2023
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