Customer Relationship Management

What relationship do you want managed?

Implementing new CRM technology is often a challenging process. The experts at McGladrey can help you sort through the maze of choices and identify the best solution for your company. We develop plans to achieve short- and long-term goals, implement best practices, automate key business processes and configure solutions to meet your distinct needs. Our CRM solutions include Microsoft Dynamics CRM, iMIS Software and NetSuite.

Today’s CRM systems are more than just customer relationship management, they are tools to manage any kind of relationship. McGladrey’s implementation experience ranges from the very basic, standard deployment to complex configurations and custom development including automation, dashboards and system integration. Whatever your relationship needs, our solutions are configured according to your unique needs.

Technology Services Insights

CRM podcast series: The importance of lead acquisition
McGladrey & Pullen, LLP Principal Mike Nafziger discusses the elements of a successful lead acquisition process, the role technology plays and what benefits lead management software can provide.

Microsoft Dynamics CRM 2011 System Will Lead to New CRM Applications
Tammy Zeoli, a specialist in customer relationship management (CRM) processes and technology, discusses the new version of Microsoft Dynamics CRM system and how its capabilities expand beyond its traditional role in sales and marketing.

Improving Productivity at Not-for-Profits with Microsoft Dynamics CRM
As not-for-profit organizations seek to do more with less, Microsoft Dynamics CRM helps to maintain and develop relationships with constituents while integrating with existing systems.

Using Microsoft Dynamics CRM At Not-For-Profits
Listen to McGladrey Managing Director Mike Nafziger talk about how Microsoft Dynamics and McGladrey can help you improve productivity.