Do you want to streamline your process for managing leads, sending client engagements, and onboarding new clients? Join us in this session with Karbon and Ignition expert panel as they share behind-the-scenes of their client engagement & onboarding workflow.
In the session, we’ll be discussing:
- A high-level overview of your fellow accountant's tech-stack map and how they integrate Ignition & Karbon
- Key challenges & considerations to be aware of when implementing this technology
- How to approach the implementation and get your team bought into the process.
This session is all about the HOW and not just the WHAT. We’ll dig into what worked and what didn’t and answer any other questions you might have.
Speakers
Ryan Field
Customer Success Manager | Karbon
Salina Mahabeer
Key Account Manager (EMEA) | Ignition
UK
