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Should I Use a Consulting-Specific CRM? Find the Right CRM for Your Consultancy

Nutshell

When you’re running a consulting services business, a good CRM is a must to streamline your client acquisition process and keep a good balance between landing clients and delivering services. But should you use a consulting-specific CRM or a general-purpose CRM? However, CRM is a helpful tool for businesses of all sizes.

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6 Reasons You Should Leverage Templates in Your CRM Workflow

ACT

Whether you’re running a global corporation or a bootstrapped startup , the right CRM ( customer relationship management ) platform can help you acquire and retain customers. But how do you maximise the gains from your CRM workflows ? In this article, we’ll take a closer look at why templates are indispensable to your CRM workflows.

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Software for Consultants: What’s Your Tech Stack?

Nutshell

DOWNLOAD Is your business ready for a CRM? Customer relationship management (CRM) software Consulting firms often find themselves unbalanced in guiding their leads through the buyer’s journey. Or, in spending too much time on acquisition, you neglect to nurture current clients, and they end up dropping off. Find out here.

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How to use a virtual data room for M&A 

PandaDoc

Mergers and acquisitions require buyers and sellers alike to enter in a vast amount of confidential company data. This article focuses on the benefits of using a virtual data room for mergers and acquisitions, how VDRs are structured for this purpose, and tips on choosing the right one for your M&A deals.

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Planview PSA: Building the Future of Connected Services

Planview

At Planview, we have two great products that meet the varying needs of Professional Services organizations—whether it be products for Professional Services companies, professional services groups embedded in product companies, or those providing Managed Services. Click here to download the whitepaper. TSW Conference.

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Drive more sales with effective lead management system

Apptivo

For example, if a C-level representative in B2B contacts you via your website’s contact form, this can be considered a bottom-funnel lead – your sales team can contact the individual directly and begin the account acquisition process. It provides your marketing team with the necessary context for creating email campaigns.

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The Complete Guide to SaaS Sales

Nutshell

Software-as-a-service (SaaS) refers to any cloud software product that a company hosts and makes available to customers over the Internet, rather than offering it as a download onto their computers or mobile devices. Download it today! Customer Acquisition Cost (CAC). Complexity of Product. Want to be a better leader?

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