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Looking at ways to better meet the needs of your clients is critical for accountants. Using customer relationship management software (CRM) is an excellent way to serve your clients by keeping them happy and engaged. CRM software is also simple to use, allowing accountants to work much more efficiently without constantly dealing with technical issues.

Adobe and Microsoft recently announced the creation of C3 AI CRM software with the help of Microsoft Dynamics 365. This innovative AI-first CRM software is built for all types of industries while making it easy to integrate with Adobe Experience Cloud. All of this improves customer-facing business operations with predictive insights.