As a U.S. Top 50 professional services firm, LBMC is an industry leader in financial, human resources, technology, information security, and wealth advisory services.

Servicing over 10,000 clients across its 9 different companies, LBMC was seeking a more dynamic way to bring together client data to visualize more insights across their firm’s diverse business practices to grow and strengthen their client relationships, all while encouraging better usage of technology.

Fill out the form to get a free copy of the LBMC case study to learn how the firm:

  • Realized a 567% ROI in time savings in the first 90 days
  • Mapped 250,500+ relationships across key accounts in CRM
  • Saved 876 hours of time for billable professionals
  • And more!

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