WORK SMARTER AND SUPERCHARGE YOUR BUSINESS

Operating in the consultancy and professional services sector is not straight forward – it’s very competitive, involves working in highly regulated industries, and it’s a juggling act to deliver great service at the best price whilst aiming to save time and reduce operational costs.

Digital transformation is now top of the agenda, businesses are placing a renewed focus on meeting employees’ needs with technology and processes in order to enable flexibility, responsiveness and agility. The only way to do that is to prioritise investments in cloud-based software to support your operations.

So, when it comes to business development and maximising new business opportunities within your own client base,  you need your processes and systems to be as effective and efficient as possible. CRM helps you stay ahead of the curve.

* If you are in accountancy, click here to see our dedicated resources

MAKE YOUR CONSULTANCY “NEW-BIZ SMART”

How do you and your team become “new-biz smart”? You need to both attract new clients and develop existing clients. You need easy access to real-time information, deep customer insights and the tools to close and onboard a new client, quickly and efficiently.

Workbooks CRM provides a 360-degree view of your prospects and clients. You can track and analyse all of the interactions and transactions you have had and the outcomes of those. You can assign responsibility for activities to the most appropriate person and set notifications so that no task is overlooked. And you can track key performance indicators – at the click of a button.

“NEW-BIZ SMART”
Your guide to becoming “New-Biz Smart”

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  • A single ‘hub’ for managing contacts
  • Better targeting of prospects, enabling focus and nurturing
  • Ability to segment, automate campaigns and monitor engagement at a granular level
  • Track and record interactions and capture website visitors
  • Assign responsibility, identify sales approach
  • Better visibility of what services have been sold to existing clients and those that have not yet been taken up – enabling the identification of segments where you can cross-sell new services
  • Team & processes management
  • Performance management and key performance indicators

ACCELERATE GROWTH
A best practices guide for sales

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ACCELERATE YOUR BUSINESS GROWTH

Best practice sales techniques apply in consultancy as they do in any other business sector. Reviewing leads and opportunities and tracking trends in sales activities will give you valuable insight – and CRM does this for you. It ultimately provides a framework to ensure the right processes are being followed and acts as a channel to feedback essential insight to the business to support on-going sales activity.

Having the inside line on the sales process, its highs, lows and potential outcomes can help consultancies develop key metrics and evolve their business strategy in response. All in all, it helps the sales process become more iterative, more switched on, smarter.

  • Better lead management
  • Effective pipeline management
  • Accurate sales forecasting
  • Optimise your sales process
  • Ability to segment, automate sales campaigns to those segments and monitor engagement at a granular level
  • Assign responsibility, identify sales approach
  • Performance management and key performance indicators

SMART MARKETING

Deliver the right propositions to the right people, at the right time, and in the right way using CRM capabilities.

From fresh, super accurate data and segmentation, through to being able to track the efficacy of different marketing activities, once you start using CRM to improve your marketing function you will wonder how you ever managed without it. Smart marketing through CRM.

What’s more by combining CRM and Marketing Automation, you can get true actionable insights allowing you to make better decisions, find new efficiencies, provide a better customer experience, and ultimately drive greater revenue.

SMART MARKETING
Improve your marketing operations

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  • Accurate data
  • Improve segmentation and targeting
  • Co-ordinate marketing efforts
  • Managing suppliers
  • Track customer journeys
  • Automate activities
  • Performance tracking
  • Sales and marketing alignment

MULTREES

“Not only can we manage inbound queries that we receive from customers but we can also use Workbooks to track outbound queries that we send to vendors.”

Clive Stelfox – Head of Client Relationship Management

CONSULTANCY FIT FOR THE FUTURE

In today’s landscape, Professional Services and Consultancy businesses have to evolve, diversify and provide additional value-add services to their clients. To stay competitive, they have to implement new business development models in order to efficiency and effectively retain existing clients, cross-sell services and attain new business. Those new models require a CRM system that is embedded within day to day activity, across the entire organisation.

With Workbooks CRM underpinning your business, you are better equipped to progress sales prospects and cross-sell opportunities. You have better visibility of your target segments and can market to those more effectively. As a result, you see increased revenue, an improved client experience, best practice procedures and productivity gains. In a nutshell, CRM can supercharge your business and feed into your competitive edge.

SERVICES INDUSTRY – RESOURCES

TRY WORKBOOKS FOR FREE

Try Workbooks CRM, free for 30 days. No commitment, no credit card required.

Questions? Talk to our friendly team on +44 0118 3030 100

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