CRM: Customer Relationship Management

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Exceptional Customer Experience with CRM Strategy

CRM can offer many opportunities for growth and innovation, providing insights into several aspects of your business processes. From customer analytics to cross-channel strategic information, CRM helps businesses stay ahead of the competition, keep up with rising expectations and deliver an exceptional customer experience. 

CRM is changing fast, with evolving capabilities and waves of new information to synthesize and analyze. To keep up with new developments and maintain a robust CRM, companies need to employ strategies that enable them to work through complexities and enjoy benefits. With help from BDO Digital's CRM services, your organization can easily navigate changes, consistently driving innovation and growth.

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Customer Relationship Management (CRM) Solutions

October 24, 2022

With a CRM solution you can help to improve top-line revenue, customer adoption, team productivity and business insights.

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Our CRM Services

How We Can Help

BDO Digital has deep, industry-specific experience in all aspects of CRM, enabling us to help transform how you serve customers. We will analyze your industry requirements, helping you select or improve your CRM to meet your unique needs.

As a part of developing a CRM strategy, BDO Digital begins with a comprehensive analysis of each client’s unique CRM practices. We will then identify areas for automation, analytics and integration and assist you with the creation and implementation of your CRM strategy. By helping you design system architecture and drive process transformation, BDO Digital’s CRM consulting team can enable you to meet specific business goals.  

D3 Methodology

BDO Digital's D3 Methodology benefits marketers in their efforts to drive revenue and create seamless customer experiences. By outlining the components of demand generation programs, our methodology enables marketers to increase sales while promoting greater brand awareness.

The D3 Methodology outlines three key disciplines of demand generation, including creation, management and expansion. These three disciplines, along with the four foundational elements of people, technology, data and analytics, are essential for businesses to understand if they want to achieve a productive and successful demand-generation engine.

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Client Success Stories

Whatever your industry, a CRM strategy will allow you to expand and scale your business. BDO Digital has helped clients throughout multiple industries discover the power and potential of a comprehensive CRM solution. Read more about our client's success below:

Case Study

How IRC Retail Centers Leveraged Geospatial Data and Power BI to Improve Property Tours

July 6, 2023
Case Study

How IRC Retail Centers Leveraged Geospatial Data and Power BI to Improve Property Tours

July 6, 2023

Read how IRC Retail Centers improved their property tour experience by having real-time data to share offline using Real Estate Data Analytics.

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Case Study

Accounting and Technology Services Firm Cuts Costs, Boosts Productivity

September 29, 2022
Case Study

Accounting and Technology Services Firm Cuts Costs, Boosts Productivity

September 29, 2022

BDO Digital helped a leading national accounting and technology services firm consolidate and migrate two disparate legacy on-premises Microsoft CRM environments to the cloud.

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Case Study

Nonprofit Organization Undergoes Digital Transformation

September 29, 2022
Case Study

Nonprofit Organization Undergoes Digital Transformation

September 29, 2022

BDO Digital led the implementation of the Salesforce NPSP Cloud solution for the organization’s administrative operations.

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Case Study

Financial Services Firm Migrates to Microsoft Dynamics 365 in the Cloud

September 29, 2022
Case Study

Financial Services Firm Migrates to Microsoft Dynamics 365 in the Cloud

September 29, 2022

According to Forrester, migrating on-premises deployments of Dynamics AX to Dynamics 365 in the cloud can help improve productivity of back-office operations staff by 3% and 9%, and an average of 10% across all employees.

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Case Study

Home Warranty Company Located in Canada Engages with BDO Digital to Help Ensure the Security of a New CRM Solution

May 17, 2022
Case Study

Home Warranty Company Located in Canada Engages with BDO Digital to Help Ensure the Security of a New CRM Solution

May 17, 2022

Insurance and warranty companies deal with highly valuable and sensitive data daily, making them a large target for cybersecurity attacks. It is extremely important that companies with sensitive data are proactive in their security strategies, especially when it comes to new technologies. Introducing new technology to the organization can reveal vulnerabilities which is why it is important to stay proactive and assess the security landscape ahead of time.

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Case Study

Hardware and Software Distribution Firm Upgrades ERP System

April 26, 2021
Case Study

Hardware and Software Distribution Firm Upgrades ERP System

April 26, 2021

BDO Digital utilized portions of its formal methodology to assist the company with the evaluation of potential ERP system alternatives.

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Case Study

How a 100-Year-Old Company Retains Innovation Leadership through Strategic Industry 4.0 Digital Strategy

May 11, 2020
Case Study

How a 100-Year-Old Company Retains Innovation Leadership through Strategic Industry 4.0 Digital Strategy

May 11, 2020

With more than 100 years of history together, PADNOS is one of BDO’s longest-standing clients, and a representation that building genuine relationships and trust between partner and client can have a lasting impact.

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Case Study

Investment Consulting Firm Leverages Microsoft Dynamics 365 to Improve Client Experience

March 10, 2020
Case Study

Investment Consulting Firm Leverages Microsoft Dynamics 365 to Improve Client Experience

March 10, 2020

With the successful adoption of Dynamics 365, the firm is experiencing improved user experience now that assets and information can be accessed in seconds.

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Case Study

Printing Company Grows Globally with the Help of Data Visualizations in Power BI

November 16, 2018
Case Study

Printing Company Grows Globally with the Help of Data Visualizations in Power BI

November 16, 2018

Printing company discovers how to plan the most efficient way to run a group of machines at a plant based on data visualizations in Power BI.

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Case Study

Indiana Farm Bureau Uses Machine Learning to Enhance CRM with Predictive Lead Scoring

November 13, 2018
Case Study

Indiana Farm Bureau Uses Machine Learning to Enhance CRM with Predictive Lead Scoring

November 13, 2018

Indiana insurance company chose BDO Digital to help them leverage machine learning to significantly improve lead response in their CRM.

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Case Study

Financial Firm Utilizes Tableau to Turn Salesforce Data into Actionable Insights

September 18, 2018
Case Study

Financial Firm Utilizes Tableau to Turn Salesforce Data into Actionable Insights

September 18, 2018

A Private Equity firm had nine offices in multiple countries, managing billions of dollars of assets.

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Case Study

Insurance Company’s Transition to the Cloud Begins with Careful Planning and Business Alignment

August 21, 2018
Case Study

Insurance Company’s Transition to the Cloud Begins with Careful Planning and Business Alignment

August 21, 2018

To smooth a frequently bumpy path to the cloud, this insurance company developed a Cloud Roadmap to align with the business objectives.

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Case Study

Investment Firm Customizes Microsoft Dynamics to Enhance Visibility into Critical Client Information

June 25, 2018
Case Study

Investment Firm Customizes Microsoft Dynamics to Enhance Visibility into Critical Client Information

June 25, 2018

By realigning their business requirements and objectives with the technology that supports their teams, the firm was hoping to regain the value of their investment in Dynamics CRM, as well as deliver a better customer experience that would drive greater business growth.

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Case Study

An Innovator in Packing Solutions Increases Productivity and Collaboration with Integrated CRM and SharePoint Systems

February 5, 2018
Case Study

An Innovator in Packing Solutions Increases Productivity and Collaboration with Integrated CRM and SharePoint Systems

February 5, 2018

BDO Digital worked with a company to create a custom SharePoint site that would integrate into the firm’s CRM system.

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Case Study

Global Supply Chain Logistics Company Launches New Business Service with Scaleable, Cloud-Based CRM System

July 31, 2017
Case Study

Global Supply Chain Logistics Company Launches New Business Service with Scaleable, Cloud-Based CRM System

July 31, 2017

When HAVI Global Solutions needed a platform to track their client’s activities they turned to BDO Digital for a customized a Microsoft CRM solution.

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Why Choose BDO Digital for CRM Services?

With BDO Digital's CRM experts on your side, you can draw deeper insights from your customer data, improve communication throughout your organization and drive more revenue. We will help you develop comprehensive solutions that meet your industry-specific needs.

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