Sunday, May 20, 2012

Microsoft Dynamics CRM for Professional Service Organizations

The unique needs of Professional Service Organizations (PSO) can be well served by the Microsoft suite of solutions including Microsoft Dynamics CRM, SharePoint and Microsoft Dynamics GP (Great Plains). 

PSOs face challenges in not only developing client relationships, but also in retaining top talent to provide quality service to their client base.  In addition, scheduling and maintaining high utilization are critical to the success of PSOs.  The Microsoft suite of solutions and especially Microsoft CRM can improve and streamline operations in these keys areas.  Specifically, the solutions can address the major issues for PSOs which are:

  • Vision and Strategy
  • Finance and Operations
  • Human Capital Alignment
  • Service Execution
  • Client Relationships

PSOs that have used Microsoft CRM, SharePoint and Microsoft Dynamics GP (Great Plains) have noticed improvement in talent management, reduced revenue leakage, improved management of sales and marketing, higher rates and utilization and improved communication to staff and principals about business performance.  

With the proper use of technology and business process alignment the integrated suite of Microsoft applications can improve the operations for Professional Service Organizations and finally, because Logan Consulting is a PSO we understand the operations and needs of the industry. 

Independent analysis shows that Microsoft Dynamics CRM promotes advantages for professional service organizations.

Read this article to find out how CRM can fit companies specific needs and find out why professional service organizations are turning to CRM solutions.

 

 

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