CRM / PSA / ERP
Automate & streamline how you do business with CRM, PSA & ERP platform implementation.
Your systems aren’t communicating, decisions are convoluted with different data sets giving different answers, and revenue seems to be leaking – but you can’t work out why. Sales quotes frequently miss the mark, and when the quotes are accepted, the resource planning is all wrong.
You’re not alone. In fact, most of our CRM, ERP & PSA clients come to us with these issues. Their teams are struggling to hit KPIs, and their financial insights are stale. They know they need something to change, and usually, that change needs to be their technology and how it interacts with their processes.
It’s CRM/ERP/PSA implementation via Exceleris Consulting that gets organisations back on track and exceeding their previous targets.
Our integrations and implementations make your business processes seamless
Your operations, project management, sales and order fulfilment are all separate aspects of your organisation. But by rolling these into one system, you can open the door to automation, collaboration between departments, and, importantly, create a single source of truth.
Capture leads, handle the sales process, nurture your leads in one spot, and then assign the project with ease – all in a single platform. Projects, client profiles, and project managers can each be assigned from here, and then, when the project is finalised, billing is ready to go.
Customer Relationship Management (CRM) systems are proven to increase customer satisfaction and retention. It creates efficiency in your marketing, sales, and operations generally.
Professional Services Automation (PSA) software solutions help you plan and follow processes, and make better decisions. PSA solutions are excellent for unifying businesses and increasing efficiencies.
Enterprise Resource Planning (ERP) platforms allow you to plan and manage your resources in an intelligent way. ERP solutions are perfect for increasing efficiency and simplifying your processes and planning.
An agile methodology means your solution will be perfectly tailored to your organisation
Exceleris Consulting is agile and ready to meet your organisation’s needs. With the right evidence and a commitment to continuous innovation, we take an agile approach. It’s all about radical digital transformation, just in a way that is sustainable for your organisation’s growth.
Our agile methodology is how we create exceptional business solutions, time and time again.
Why companies choose us for their CRM / PSA / ERP implementations
Exceleris is the team organisations depend on for streamlined processes and efficiencies across every aspect of their business.
We're system agnostic, but we're still a preferred Salesforce partner
At Exceleris Consulting, we’re system agnostic. It means we don’t exclusively believe in one platform or system – we’re open to exploring and finding the right platform with the best features to support your organisation.
In saying that? We’re still experts in Salesforce and FinancialForce, in fact, we’re among their preferred partners.
Streamline how you do business today
Book your free consultation with a specialist
The process will begin with an initial consultation. This allows us to get to know your organisation and provide you with our custom recommendations.