Industry Challenges
The professional services industry primary challenge is efficiency. It is an industry where its main asset is the most scarce resource, people. The industry employs qualified and highly remunerated professionals and is typically always short of staff. It is imperative therefore that the professional services firm utilises its people as efficiently as possible.
Industry Solution requirements
The primary requirement of the industry is to track each and every job, cost it, bill it and measure it. In addition the industry requires to hold and maintain complex client relationships and differentiate its level of service for different client types.
CRM.COM Software Value Proposition and Benefits
CRM.COM for the Professional Services firm is a powerful Practise management and Customer Relationship Management system in a single web based platform. It offers coherent job management, time recording and billing functionality as well as advanced CRM functionality such as lead tracking, contact management, campaign management and client segmentation.
CRM.COM provides the following features in its standard release:
- Client relationship tracking including complex client multi-organisational relationships and company structures
- Tacking of all client requests, communications and complaints
- Extensive lead and sales management
- Job management and full support for one off or recurring jobs
- Support for multiple billing models: by job; by client; by billing date selected by the client; with manual intervention or fully automated
- Generation of all the required financial transactions, including invoices, payments, credit notes, etc
- Support for multiple payment types. Fully automated standing order and direct debit payments
- Segmentation and campaign management, including email and letter campaigns
- Call Centre module integrated to the telephone switch
- Ability to provide restricted access to external delivery partners. Sophisticated delivery channel mechanism ensures that your partners only access the jobs assigned to them
- Easily integrated with your public web site for client login
- Extensive reporting module with multiple ready made reports and the ability to easily create new ones. Reports can be scheduled and sent by email
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