Using technology to effectively manage projects with a 360 degree approach
RECORDED WEBCAST |
In the professional services industry, how you manage relationships is as important as how you manage projects.
By blending Customer Relationship Management (CRM) and Professional Services Automation (PSA) together as technologies, organizations can manage a relationship from initial lead to multiple projects over time. This 360-degree approach allows sales and project managers to better collaborate on solutions and for delivery teams to meet the expectations set during the sales process.
During this presentation, you will learn how CRM and PSA, working together, can help you:
- Manage client expectations
- Provide a platform for better project team collaboration
- Manage resources, timelines and activities
- Improve your ability to forecast and plan future projects
Mike Nafziger is a principal and national CRM leader in RSM’s technology and management consulting practice. In this role, he assists organizations with leveraging technology by determining their business needs, designing effective solutions and managing the successful implementation of systems that are aligned with organizations’ strategic goals. Mike has more than 25 years of experience in the IT field working with a wide variety of technologies and projects, including application development, systems integration, Enterprise Resource Planning (ERP) implementations, CRM implementations and corporate intranets and extranets.