CRM Strategy

ERP in the Professional Services Sector

Many professional services companies may not have even heard of ERP or may assume that ERP systems are only suitable for manufacturing companies. Though it is true that most ERP vendors initially developed their products for the manufacturing sector, these systems actually offer an excellent range of functionality that can be deployed into professional services companies at a very affordable cost. These services companies may be dismissing systems that could be perfect for them and allow greater integration of their company’s functions.

ERP and CRM—Tech First Cousins

Enterprise Resource Planning and CRM are technology first cousins—and partners. They are usually separate but so intertwined that CRM cannot function effectively without constant communications with ERP, from orders and sales to logistics and deliveries—and customer credit status. ERP aims to be an integrated set of business management and administration applications that covers all normal activities.


We are now within a year of the General Data Protection Regulation [GDPR] coming into legal effect—25 May 2018. It has been expected and prepared for by those enterprises and state organisations that are directly affected and conscious of it, those as it were specialising in personal data. Financial services, online retailers and service providers, government agencies, health services and even recruitment agencies are professionally aware of the new levels of compliance required. Most are still working on GDPR compliance requirements and finding hidden complications and complexity. But their compliance projects are largely well under way.

CRM System Fundamentals

In the last twenty years, a myriad of CRM systems have been introduced to the marketplace.  What exactly is a CRM system and how might it be used?

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