Rea & Associates Records Podcast On Customer Relationship Management Systems

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CPA firm’s latest podcast discusses how businesses can utilize CRM systems to grow

Matthew Boley - RM PR C717

Rea & Associates has published the full audio and transcript of a recent podcast that discussed how effective use of customer relationship management (CRM) systems can help businesses grow. The episode was one of the latest recorded by Rea, an Ohio CPA and business consultancy firm, as part of its financial advisory podcast series called unsuitable, which is broadcast via the firm’s Rea Radio section of its website, which is provided below.

In the recent episode, which was episode 85 of Rea’s financial services and business advisory podcast, Rea’s Dave Cain was joined by Mike Moran, the co-founder and president of Affiliated Resource Group, an IT implementation and professional services firm based in Columbus, Ohio. Their conversation on customer relationship management systems focused on the ways that business owners can leverage these tools in order to achieve goals and improve the efficiency and collaboration within a business.

According to Moran, most businesses initially look at CRM systems as administrative tools, as a way to automate sales and contact information. Beyond this function, Moran sees more diverse and valuable applications for the cloud-based software. “Anyone in the organization that’s using the system now has the ability to see what’s going on with our end users, what’s coming, going on with. Depending on what industry you’re in you may call them different than customers,” Moran says, referring to health care industry patients or professional services industry clients.

Moran also discusses the benefits of CRM systems that involve collating and expediting all the various documents involved in a business relationship into a central location. Instead of dragging a client through many different physical document processes, Moran explains, “Using your CRM system, you can automate a fair amount of that so that not only can it be taken care of in a proactive manner where it’s sent out to the customer, the client, if you will.”

The full audio of the podcast, as well as the complete transcript, is available on the podcast section of Rea’s website. Other recent episodes discuss legislative financial issues, business valuations, legal strategies for businesses and the effects of brand culture. The Mentor location shares information at , and this URL, , can be used as well.

Rea & Associates has been recognized as a Top 100 CPA firm. The CPA and consultancy company, that currently maintains over 200 employees and 11 locations across the state, has served the state of Ohio since its founding in 1938.  They can be followed at

For more information on the financial services offered by Rea & Associates or for information about the firm’s industry-specific accounting expertise, Rea’s Mentor office can be contacted by using the information below.  Their reviews can be read at,-81.3413647,17z/data=!3m1!4b1!4m5!3m4!1s0x0:0x6bd3a193334814fa!8m2!3d41.67462!4d-81.339176?hl=en

Company: Rea & Associates
Address: 7201 Center St., Mentor, Ohio 44060
Phone: 440-266-0077
Fax: 440-266-0088

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