The CRM Firm provides Project and Program Management Office (PMO) services for organizations navigating complex technology transformations — including Salesforce implementations, ERP upgrades, systems integrations, and multi-vendor programs that require independent oversight, governance, and executive visibility. With 100+ ERP implementations, 1,000+ CRM implementations and integrations, and 25+ years of senior PMO leadership experience, The CRM Firm establishes governance frameworks, manages risks, actions, issues, decisions, and dependencies (RAIDD), coordinates vendors and workstreams, validates go-live readiness, and delivers executive reporting.
Including but not limited to Salesforce, Sage Intacct, ERP, Microsoft Dynamics, NetSuite, ServiceTrade, ADP, AWS, Yardi, Duck Creek, SQL Server, and API-based middleware integrations.