CRM Consulting for Professional Services
Improving communications and customer experiences through timely, accurate information and data-driven insights
Elevate customer interactions with CRM resources tailored for your business practices
In every industry, at every scale, today’s businesses are complex and interdependent. Even the largest enterprises lean heavily on outside professional services for specialized knowledge and skills. And like any business, professional service companies succeed on the strength of their customer relationships — their ability to make the right connections, to communicate efficiently and effectively, to provide quality service in a timely manner, and to measure satisfaction and encourage future business.
Customer relationship management (CRM) software plays a critical role in facilitating clear communication and streamlining project pipelines — so it’s vitally important to choose a CRM platform that’s right for your business. Even if you already have a CRM system or similar application, business practices can change over time, and the platform you adopted years ago may not be right for the business you have today. It may be time to modernize your existing software — or explore new options.
BDO can help you assess your CRM needs, evaluate your existing resources, and recommend a platform that meets the demands of your business now and in the future.
As a global professional service provider in our own right, BDO has unique insight into the CRM requirements for professional services, and extensive experience adapting CRM software to meet a variety of needs across a wide range of industries. We have pre-built accelerators, data structure templates, and other software solutions ready to integrate and deploy. We can ensure that you have the appropriate security and data integrity measures in place. We can advise you on the latest data analytics and artificial intelligence technologies. And our change management professionals can help your organization make the transition to your new CRM capabilities.
CRM platforms we support include:
- Salesforce
- Microsoft Dynamics 365 Customer Engagement
- Power Platform
- HubSpot CRM
- NetSuite Customer Resource Management (CRM)
How BDO Can Help
Capabilities
Whether you have a CRM in place, or you are looking to advance your sales and customer data beyond manual processes into a fully integrated system, BDO has a refined process for evaluating the state of your sales and customer data infrastructure and processes in the context of your business strategy. This platform-agnostic understanding of the gaps between your current state and your objectives is the foundation for our subsequent recommendations.
The right CRM choice is based on a review of capabilities, cost, compatibility, and other factors. Once we have helped you make the selection, BDO works with you to plan the integration process, working in stages to help ensure there are no impacts on operations as the new system is brought on board.
The adoption of a new CRM platform necessarily requires significant new learnings: new software, new processes, and new ways of doing business. By engaging our Program and Organizational Change Management services in your CRM adoption, we help smooth the process and accelerate successful adoption and use.
The performance of your CRM platform is only as good as the data that powers it. BDO data migration support begins with data discovery and analysis, locating existing customer and business data and removing duplicative, incorrect, and outdated material. We further rationalize and align the data with the structure of the CRM, then perform a series of test migrations to identify and eliminate issues before final migration.
BDO supports the final deployment of your CRM platform, from user credentialing through ongoing training and support — and we can remain engaged to provide ongoing user training, technical support, and advisory services.
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Together, we thrive.
Everything we do is rooted in our core purpose to help people thrive every day. It’s not only the right business thing to do; it’s the right human thing to do. This starts by putting our people at the center of our work and extends to how we treat and value our people, our clients and our communities. With a dedication to quality and a purpose-driven culture, BDO offers a powerful choice both for clients and those seeking rewarding professional careers.