How to Use a CRM for Consultants and How to Set It Up Correctly

Currency Data give you currency user data. all is the active crypto currency users data.
Post Reply
mdsakilmdsak0987
Posts: 8
Joined: Tue Dec 03, 2024 5:08 am

How to Use a CRM for Consultants and How to Set It Up Correctly

Post by mdsakilmdsak0987 »

ResultConsulting's consultants coach their clients to create a replicable sales process that usa phone number list consistently generates results, mainly using LinkedIn and e-mail as channels of communication.

It currently offers five different services:

Outbound : They help businesses succeed with generare lead B2B su LinkedIn, oltre che attraverso i servizi complementari sequenze di e-mail .
Customer Revenue : Helps businesses generate more revenue from their existing customer base by implementing systematic cross-selling and up-selling activities.
Inbound : Helps businesses create a processo/sistema di vendita ripetibile per qualificarsi, manage, and nurture inbound leads .
Business Development Design and CRM Setup : They help companies create their business development model representation in Miro (a digital whiteboard application) and then replicate it in the CRM with pipeline di vendita , custom fields, and cruscotti di vendita .
Sales Conversion Process : They help businesses optimize their sales process to convert leads generated by their proven model into paying customers.
Their main clientele are B2B companies such as marketing agencies, consulting firms and SaaS companies. They provide these services internationally, but mostly in Italy, which is their home market.

Why They Started Using a CRM as Consultants… and Their Impressive Results!
Before ResultConsulting adopted Salesflare, their customer relationship management was a “ big mess ,” as they put it. They were using a combination of Excel spreadsheets and paper notes, which didn’t allow them to stay properly organized. At some point, they looked for a way to professionalize their organization.


Image


At the time, ResultConsulting consisted only of Matteo and Giacomo.

i due consulenti fondatori dell'ResultConsulting
Brothers in arms... literally!
When looking for a CRM, they knew the biggest obstacle to success would be actually using the CRM they chose. They knew that most CRM implementations fail simply because the team doesn’t want to use them: CRMs typically require too much work to keep up to date, plus they don’t really help sales teams follow up with their leads (even though that’s what they tend to advertise).

That's when they stumbled upon Salesflare, an intelligent sales CRM for consultants that largely keeps itself up to date and actively reminds you to follow up with prospects . They decided to give it a try.

They found that using Salesflare wasn't as heavy as using competing systems , and by implementing Salesflare, they managed to organize their customer relationships better and they also started capturing sales data way more consistently.

Concretely, implementing Salesflare as a CRM vendite brought about two major changes in their performance:

In retrospect, they realized that before using Salesflare, they had lost about 60% of their existing sales opportunities because they simply forgot to follow up or didn’t follow up as planned. This means that implementing Salesflare allowed them to more than double their revenue (2.5x) , simply because it helped them follow up
Post Reply