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

Biopharmaceutical Company Speeds Towards Commercialization with Netsuite

June 28, 2023
Case Study

Biopharmaceutical Company Speeds Towards Commercialization with Netsuite

June 28, 2023

One biopharmaceutical company shared its experience working with BDO Digital to adopt NetSuite ERP and the factors driving decisions and timelines.

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Case Study

Auto Parts Supplier at Crossroads on How to Expand Their Digital Footprint

May 9, 2023
Case Study

Auto Parts Supplier at Crossroads on How to Expand Their Digital Footprint

May 9, 2023

A national auto parts supplier was at a crossroads as to how to grow their digital presence.

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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

Pediatric Home Healthcare Implements Microsoft Dynamics Business Central and Power BI

February 14, 2022
Case Study

Pediatric Home Healthcare Implements Microsoft Dynamics Business Central and Power BI

February 14, 2022

Pediatric Home Healthcare (PHH) is a family-owned, Pediatric Skilled Private Duty Nursing Agency headquartered in Dallas, Texas.

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Case Study

Healthcare System Enables Data Transformation with New Cloud-Based Data Platform

January 25, 2022
Case Study

Healthcare System Enables Data Transformation with New Cloud-Based Data Platform

January 25, 2022

A nonprofit healthcare organization located in Indiana wanted to build a self-service data platform to enable their operational reporting across all service lines and units. The healthcare organization currently has 30,000 employees, 3,000 analytics users and 55 data sources including Cerner.

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Case Study

Virtual Health Program Promotes Access to Care for Vulnerable Patient Populations During Pandemic

May 5, 2021
Case Study

Virtual Health Program Promotes Access to Care for Vulnerable Patient Populations During Pandemic

May 5, 2021

BDO is uniquely equipped to partner with organizations to rapidly design and deploy telehealth solutions.

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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

BDO Digital Upgrades IL CPA Society’s Cloud Environment

February 3, 2021
Case Study

BDO Digital Upgrades IL CPA Society’s Cloud Environment

February 3, 2021

The Illinois CPA Society (ICPAS) is one of the largest state CPA associations in the nation, representing more than 22,600 certified public accountants.

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Case Study

How Cloud Adoption Helped Batory Foods Reduce Costs and Improve Performance

January 12, 2021
Case Study

How Cloud Adoption Helped Batory Foods Reduce Costs and Improve Performance

January 12, 2021

Batory knew they wanted to leverage the cloud, but they needed a trusted advisor to guide them through the transition.

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Case Study

Green Thumb Gets a Boost to the Cloud

December 7, 2020
Case Study

Green Thumb Gets a Boost to the Cloud

December 7, 2020

While they have a green thumb with plants, the cloud was out of their realm of expertise.

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Case Study

Non-profit Adopts Cloud for Financial Information Assurance

August 11, 2020
Case Study

Non-profit Adopts Cloud for Financial Information Assurance

August 11, 2020

With new security concerns client turns to AWS.

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Case Study

Cloud Helps Healthcare Startup Improve their Business

August 7, 2020
Case Study

Cloud Helps Healthcare Startup Improve their Business

August 7, 2020

AWS keeps costs low while still meeting their needs.

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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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