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
Explore new possibilities and address challenges with strategies designed for CRM resources.
Maintain CRM Hygiene
Accurate, current data is crucial for the effectiveness of your CRM system. We can help your sales and business development teams understand the importance of accurate CRM data and make effective use of the insights it provides.
Improve Business Planning
CRM for Professional Services can be important for more than client communications and developing leads. Our consultants can show you how to utilize CRM for planning, scheduling, staffing, and delivering services.
Enable Multiple Roles
A versatile CRM platform can augment capabilities across your organization, from business development to project management, recruitment, financial planning, and more. We can show you how.
Align Marketing Performance
Our CRM consultants help you connect marketing costs to sales performance, validating investment and improving marketing performance through ongoing feedback.
Integrate Customer Insights
Gather data on customer journeys, preferences, lifetime value, and more — across every touchpoint — and use these insights to rationalize investment and strengthen customer connections.
Enhance Customer Experiences
Apply detailed insights into customer preferences and behavior to streamline, personalize, and fine-tune customer experiences from prospect to close to retention and advocacy.
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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Contact Us
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Meet Our Professional Services CRM Leaders
The people you count on.
At BDO, our purpose is to be the people you count on to grow with confidence and achieve what matters most. That commitment starts with our clients and extends to our people, future professionals, and the communities where we live and work. Guided by our values and a culture of collaboration, we bring together deep industry experience, talented team members, and a shared focus on client success to help organizations move forward with confidence.