Professional Services
Successfully gain insight into every aspect of your firm - from identifying new opportunities, to managing projects, resources and finances, to overseeing customer relationships.
You are challenged with selling an intangible "product" that is difficult to quantify and ever-changing. Profitability requires that projects are estimated correctly and completed on time while leveraging qualified resources to meet or exceed customer requirements in order to maintain a leading edge in a competitive market. Building a flexible, comprehensive information technology infrastructure that allows the entire firm's resources to share data, work together, and make effective decisions helps accomplish this.
Green Beacon's CompassPoint Solutions built into the Microsoft Dynamics AX and Microsoft Dynamics CRM platforms deliver adaptable Professional Service solutions that help resources within your firm seamlessly manage every aspect of the business - from managing customer relations, to generating proposals and preparing bills and invoices.
- "Know Your Customer":
- Track all customer-facing activities across multiple channels
- Improve customer communications through document sharing and safe web interactions
- Increase customer responsiveness by improving business processes such as automated routing, notifications, approvals, and escalations
- Effectively Manage Projects:
- Gain visibility into all project information and key performance indicators to enable quick and accurate decision-making with integrated project accounting and project management
- Effectively allocate internal resources and increase billable hours
- Boost productivity by automating business processes such as billing and invoicing
With offices in Boston MA, New York NY, Houston TX, and Philadelphia PA, Green Beacon Solutions has the expanded reach to deliver expert resources for any enterprise resource planning (ERP) and/or customer relationship management (CRM) software solution and managed services opportunity.