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Improving client management

Effective client management is vital for maintaining strong relationships and ensuring client satisfaction. An integrated ERP system that integrates with your CRM can help you manage client interactions, track project progress, and deliver a better service.

What a CFO should look for

Fast project kick-off: Realize value on your projects sooner and deliver a better client experience with an ERP project management capability that automatically generates a new project in the system when a client reaches a certain stage in the sales pipeline.

Revenue tracking: Track project profitability and client billing more accurately with enhanced project financial tracking.

What a CIO should look for

CRM integration: Ensure the ERP integrates well with your CRM system.

User training: Provide adequate training to staff for effective use of the client management tools.

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Fast project kick-off

ERPx seamlessly integrates with CRM systems through its Industry Mesh feature, ensuring smooth data exchange between client management and project management modules and automatic set-up of new projects.

Revenue tracking

Unit4's ERP system offers enhanced project financial tracking capabilities, allowing CFOs to accurately track project profitability and client billing, ultimately improving financial management and client satisfaction.

Watch the video to learn more