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Managing the customer relationship for professional services firm is a critical activity. Good customer relationship management (CRM) tools can affect productivity, client retention, and your team’s ability to upsell services.
ERP tools often bundle in CRM capabilities, but you will need to decide if the capabilities are sufficient for your customer relationship needs.
Learn about what CRM is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.