Tag: projects

Back-office vs. Front-office Pros and Cons; Four Points to Think about When Implementing a Professional Services Solution

Back in the day when computers first became common in businesses, accounting was the first part of the business that became “computerized”.  Many reasons caused this, but as time passed and computational complexity increased, these first accounting systems morphed into “Enterprise Resource Systems” (ERP) that allowed businesses to build on top of these first accounting systems in order to automate their other functional areas.  Inventory, Sales Order Processing, Purchasing, Service Management, Manufacturing and Professional Services functions were added as modular pieces of functionality that used the core accounting system as its base.  ERP systems proliferated and became the automation standard for businesses to scale, become more efficient and glean visibility into complex costing and other financial metrics. 

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How to track projects using CRM


Before I present the options and the different ways to track projects in CRM, let’s look at the different aspects of project management that would be needed in any organization. 

  1. Resource Scheduling 

  1. Project planning &tracking 

  1. Time & Expense entry 

  1. Ap

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