How to Choose and Implement a Customer Relationship Management (CRM) System for Your Consulting Business?
Consulting is a real relational activity.
This is why, for consultants, a customer relationship management (CRM) system can be a real game-changer.
I said “can” because, for this to bolivia phone number data actually work for you, you need to carefully choose and implement your CRM .
To help you succeed, I’m going to introduce you to some of the best customer relationship management (CRM) software for consultants and give you some tips on how to set them up and use them successfully.
Here’s a quick rundown of what I’ll be covering:
- What makes a good CRM for consultants?
- Ranking of the 7 best CRM for consultants
- How to set up and use a CRM as a consultant?
- Frequently Asked Questions
Key Features of CRM for Consultants + Ranking Methodology
Here are 10 essential features that a CRM software for consultants can offer you to help you better follow up with your prospects:
- Visualize your leads in write catchy, non-spam subject lines multiple pipelines with drag and drop
- Add and manage your leads from LinkedIn (Personal & Sales Nav) with a Chrome extension
- See who your colleagues know Consultants and and how well, with “relationship strength scores” based on their email traffic.
- Being reminded of emails you didn’t respond to and customer conversations that went silent.
- Automatically create contacts for people you email or meet
- Automatically enrich your contact database by synchronizing your contacts’ electronic signatures.
- Check if people are opening your emails and clicking on links in your emails sent from Gmail and Outlook.
- Live sync of your inbox and meeting calendar with CRM
- Send automated and personalized email sequences
- Digitize contact details with a built-in business card scanner
These are all useful Consultants rich data and features that will help you (and your team) build better relationships and make more sales… but, to be honest, there’s something even more important: whether you’ll actually use the CRM (or not).
Getting a CRM system that you won’t use for your consulting Consultants and firm is ultimately pretty useless. And since many CRM systems are overly complex, labor intensive, and difficult to use, it’s obvious that you need to be careful.