Solutions

CRM for Professional Services Firms

CRM for Professionals™

Take the guesswork out of success. Grow your business and relationships with CRM for Professionals™.

  • Sell more new business
  • Cross sell more effectively
  • Leverage relationships
  • Drive user adoption
  • Gain insight into pipeline, referral sources and marketing effectiveness

Accessible from any browser, within Microsoft Outlook©, or on any tablet or smartphone, CRM for Professionals™ motivates professionals and staff to stay connected with real-time access to prospect, client and sales pipeline information. Built on the Microsoft Dynamics® CRM platform, CRM for Professionals™ is available in the Cloud or on premise.

CRM for Professionals Logo CRM for Professionals™ is the gold standard CRM for today’s professional services firm. Created for a professional services firm, CRM for Professionals™ focuses on service delivery and relationship management. You don’t sell widgets and you don’t have to settle for the product sales focus of “out of the box” CRM and contact management software. CRM for Professionals meets virtually all of your professional services sales, marketing and relationship management needs without customization.

The value of CRM for professional services comes from user adoption. CRM for Professionals™ has powerful features that drives adoption and accountability including:

  • Enhanced Accounts Management – Rich client and Prospect Profiles
  • Firm Connections™ – Advanced Relationship Mapping
  • Professional Service – Oriented Opportunity Tracking
  • Referral Source Tracking and Reporting – Recognize Contributions to Success
  • Account and Pursuit Team Member Tracking – Chronicle Roles in the Deal
  • Integrated Activity Tracking – From Outlook or online
  • Manual or Automated Sales Process Workflow and Notifications
  • Account & Industry Segmentation
  • SmartFollow™ Passive Notification for Tracking VIP Accounts

 

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