Professional Services Archives

6 KPIs Every Professional Services Firm Needs

As the leader of a professional services organization, your company and its people rely on you to make decisions about the business. Metrics undoubtedly…

Stop Losing Money on Implementations: Key Considerations from our Experts

Technology is evolving rapidly in the legal industry. Our LegalTech team takes law firms, corporate legal teams and government agencies through digital transformation journeys…

Quoting and Renewal Management Challenges for Professional Services Firms

I think one of the funnier series of ads on TV are the Geico commercials where the slogan is “everybody knows that.” You are…

Making Every Moment Count: Understanding the Power of the Salesforce Marketing Engine for Professional Services Companies

Marketing teams in professional services firms need to work with one inalterable condition: their companies’ offerings are intangible. Unlike a garment, a car, or…

Why professional service businesses integrate NetSuite and Salesforce

Many Sikich professional services clients have found it beneficial to integrate NetSuite and Salesforce. They already use two excellent software systems that serve their…

Better Experiences and Greater Outcomes from Pricing and Quoting in Professional Services Firms with Salesforce CPQ

Some professional services firms are challenged to maintain a top-quality experience for customers and sales representatives involved in generating or receiving pricing and quotations…

5 Ways Salesforce Service Cloud Benefits Professional Services Companies

As you aim to deliver the best possible customer experience, you aim to keep customer interactions efficient, productive, and pleasant. Customers appreciate being known…

Dynamics 365 Business Central or Finance and Supply Chain Management: The Ultimate Guide for Making the Right Choice

Dynamics 365 Business Central or Finance and SUPPLY CHAIN MANAGEMENT? The ultimate guide to choosing the right Microsoft Dynamics ERP Which is right for…

A Beginner’s Guide to Financial Services Cloud

A Beginner’s Guide To Financial Services Cloud What is FInancial Services Cloud? Financial Services Cloud is a Salesforce.com product that has been designed to…

What comes next for relationships in financial services

What comes next for relationships in financial services Thrive and grow with better customer relationships. Your ability to create and manage vital customer relationships…

Stratos Wealth Partners Salesforce Case Study

Stratos Wealth Partners Case Study With Salesforce and Sikich, Stratos was able to streamline operations and empowers client advisors. Stratos Wealth Partners engaged with…

Salesforce for Insurance

Salesforce has several unique applications for various industries. But have you ever considered using Salesforce for insurance? Thanks to a recent update, Salesforce now…

Advancing technology spells big changes for CPA firms’ talent model

Recently I wrote about digital disruption in public accounting. Then I followed up with how digitization in industry is affecting what clients need and…

David Reiners, Global Marketing Communication, Laird Performance Materials

“I can’t think of an organization…that does a better job at blending expert counsel with hard in-the-trenches execution.” David Reiners…

A Wake-up Call on Workforce Safety

View the Related Workplace Safety Infographic Below As a former law enforcement officer, I’m deeply passionate about workforce safety. I believe strongly that the…

Kicking Off Your Brand’s First Social Media Influencer Campaign: Where to Start

Tips to starting a social media influencer campaign from our PR Experts The world of social media influencers is constantly increasing in size and…

We Have Pricing Transparency. Now What? A Communicator’s Guide to the New CMS Law

The first day of 2019 brought with it a change in healthcare communications so novel that, months later, experts have yet to agree on…

Are You in Compliance with the GDPR?

While the General Data Protection Regulation (GDPR) establishes reform in the European Union (EU) and European Economic Area (EEA), its requirements affect any company…

Human Resources Technology: Aligning with Organizational Goals

Why You Need to Integrate people, processes and technologies and aligning them with key business outcomes Implementing human resources (HR) technology in your organization…

How to Write a Captivating Job Description

An effective job description defines exactly what you are looking for in a candidate. It helps you, as a hiring manager or business leader,…