CRM Consultants & Implementation Partners in Metairie, LA

Coe & Company, LLC, which also operates as Coe Solutions, is a Microsoft-focused technology firm based in Metairie, in the New Orleans metro area. It works with small and mid-sized organizations across Louisiana, southern Mississippi and the Houston area.

The company brings together two areas that many buyers would otherwise source from separate vendors: Microsoft Dynamics business applications, covering both accounting/ERP and CRM, and network infrastructure with managed IT. That makes it a candidate for organizations that want one partner to handle their customer, financial and IT systems.

CRM and Business Application Offerings

Coe's practice is built on the Microsoft Dynamics family. The firm presents itself as a regional source for Dynamics enterprise accounting and CRM software, ongoing support and user training. Its product lineup includes Dynamics CRM alongside Dynamics 365 Business Central, Microsoft's cloud application for smaller businesses.

Business Central handles sales quotes, orders and invoicing, and it also tracks customer interactions, so financial data and customer data sit in a single system. Coe also supports Dynamics GP and Dynamics SL. Dynamics SL is aimed at project-driven organizations such as government contractors, professional services firms and construction businesses.

• CRM and ERP software selection, sales and support
• Financial system conversions and new-system implementations
• Data migration using tools the firm built itself
• Reporting with Crystal Reports and SQL Server Reporting Services
• Scheduled training classes for accounting and CRM users

How They Work With Clients

Coe usually starts with a free, no-obligation consultation to work out which software package fits a client's needs. On conversion projects, the team first identifies what a migration needs in order to succeed, then plans around those factors. The goal is a better information system, not just a move from one platform to another.

The firm has built its own data migration utilities for bringing records over from legacy systems. Its stated rule is that if the old system can print the data, the data can be converted. After go-live, Coe can set up reporting tools so clients can present information in clearer formats, either as spreadsheets or as end-user reports.

Clients can register for its regular training sessions, which helps with user adoption after deployment.

Industries Served

The firm lists experience in several sectors that are well represented on the Gulf Coast:

• Engineering
• Healthcare
• Government, municipalities and law enforcement agencies
• Maritime
• Nonprofit organizations
• Oil and gas
• Manufacturing
• Real estate

Background and Differentiators

Coe & Company has offices in New Orleans, Houma, Baton Rouge, Lafayette and Houston, so clients in South Louisiana and southeast Texas can work with a team nearby. Besides business applications, the firm runs TechnologyEdge, a managed IT service built around a round-the-clock monitoring agent.

It also offers cloud computing, Microsoft 365, SharePoint, backup and disaster recovery, web filtering, remote access and malware protection, and it provides free network evaluations. For buyers comparing CRM partners, Coe's main strength is that it combines Dynamics application expertise with infrastructure support.

One provider can implement the CRM and accounting software and also look after the servers, security and cloud services those systems depend on.