Consumer Services

The consumer services industry is diverse and includes a variety of organizations from banks to insurance companies to securities firms. This sector has experienced growing competition as companies fight to win consumers and retain long-term clients. With this competitive marketplace, customer satisfaction is of paramount concern, as is the search for the perfect CRM software or ERP solution. ERP software selection projects are becoming more and more prevalent as companies seek consumer services software that includes strong support for sales, marketing and frontline customer service departments.

Case Study

Read about our selection and implementation work for a consumer services company that resulted in a 60-percent return on investment.

Consumer Services Software Requirements

  • Salesforce automation and management
  • Marketing and campaign management
  • Customer relationship management (CRM)
  • Workflow management
  • Policy administration
  • Recurring billings
  • Claim processing
  • Promotions and discounts
  • Regulatory compliance
  • Security and audit trails
Panorama’s ERP consultants are aware of the potential pitfalls of ERP selection projects and can help hedge against project cost overruns, software that is misaligned with business needs, and lack of return on investment. The ERP team has industry specific expertise that helps facilitate a successful ERP selection project and measurable business improvements.