Tag: xrm

Professional Services Using CRM

In the past, professional services technology systems were closely tied to ERP systems, sometimes baked right in, sometimes as a third party product.  The common practice was to utilize the ERP’s architecture, database and financial modules to create a full-featured financial project management system that could produce very granular financial metrics.  I recently wrote about an evolution taking place whereby professional services technology applications can now work using CRM systems, and the advantages/disadvantages of doing professional services in ERP or CRM based technology.   

 

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