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.
January 21, 2016
