6 Powerful Features to Look out for in a CRM for Consultants


Consulting firms are starting to use various types of CRM (Customer Relationship Management) software more and more, as it has the power to bring quite a lot of benefits to their business and completely transform their organizations. It can help them streamline all of their processes and significantly improve their customer relationships, eventually increasing their sales.

Of course, the success of consulting firms highly depends on the skills and expertise of their consultants, but if their daily processes are not optimized and well-organized, the consultants cannot be as efficient and productive as possible, and they cannot reach their full potential.

CRM for consultants can help you effectively manage all your operations and empower your employees, helping them provide top-notch customer service. It can help you nurture your customers and drive your business towards success.

However, you need to make sure you find reliable CRM software that will make all of that possible, so check out the most powerful features that you should look for when choosing the right CRM solution for your business.

Project Resource and Time Management

CRM software for consultants can help you easily manage your projects and effectively allocate your time and resources, so that you can achieve your goals much faster. It can help you organize your activities and centralize them in one single place, providing you with a 360-degree view of your company, including all of your costs and expenses. All of this will help you make much better and more informed business decisions.

Performance Management

A CRM solution can give you an insight into the performance of your employees, so that you can take proper action when it comes to their training. Not only can you monitor and keep track of all of their activities, measuring the results and making sure that their performance is always top-notch, but you can also create an employee database with personal information about your entire workforce.

Enquiry Management

A CRM system is excellent for registering your clients’ enquiries, as well as assigning them to your consultants and monitoring their status and effectiveness. You can gain a clear insight into the amount of time that each enquiry resolution takes, so that you can better allocate time and resources.

You can also set reminders for every single task and see when they are due, keeping track of the progress and making sure that all of your objectives and goals are effectively achieved. For the best results, you should make sure that the CRM you choose seamlessly integrates with third-party applications that can make your enquiry management and all the other daily operations run even smoother.

Document and Knowledge Management

Managing your documents, as well as knowledge, across all departments is extremely easy with a CRM solution because everything is centralized in one unified knowledge repository. You can organize and archive all your documents and access any file you need 24/7, regardless of the devices you are using.

Also, you can quickly and easily communicate with your customers directly from the system, which will make you more efficient and productive and result in much better customer service. This software solution can also help your employees improve their collaboration, as they can communicate with one another in real time.

Sales and marketing automation

Since you can access all the necessary customer data in a matter of seconds, you can significantly improve your efforts and increase your sales. You can even automate your whole sales processes and even track financial results, which will help you improve your company’s profitability.

You can also considerably improve your marketing efforts, as CRM will help you plan and launch targeted marketing campaigns, not to mention that the collaboration between sales and marketing teams, which this system enables, always leads to capturing more quality leads and generating more sales.

Business Process Management

CRM software can help you seamlessly manage and enhance your business processes, ultimately improving your overall business and setting your organization apart from your competitors. You can even automate repetitive tasks and save your consultants quite a lot of time, which they can devote to providing better service to clients.

If you are looking for a CRM for consultants, make sure you look out for all of these essential features that can take your business to a whole new level. Bpm’online’s CRM solution is some of the best ones currently available, so make sure you check it out by visiting the following link: https://www.bpmonline.com/consultants.

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