The 2023 State of CRM in Professional Service Firms

In this data-packed session, David Ackert presents key findings from PipelinePlus’s 8th annual CRM study, with insights from 250+ professional services firms.

You’ll learn where most firms are falling short—especially in sales pipeline management—and what high-performing organizations are doing differently to drive adoption, accountability, and measurable results. From budget benchmarks to BD coaching and tech integration, this webinar outlines a clear path for evolving your CRM strategy and moving your firm further down the road to ROI.