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Especially in professional services, building trust and relationships to leverage your expertise and improve business growth is an ongoing challenge
To turn the challenge into a solution, companies need to focus on:
Maximizing efficiency of advisors, consultants or other experts on opportunities and closed deals at the same time
Deepen customer relationships, increase customer satisfaction and revenue at the same time
Improve sales performance, with a clear and broad view on customer potential.
What's included?
Create opportunities with ease in Salesforce and convert those after a win to a project in Salesforce
All information of a won opportunity can be transferred to a project in Salesforce, such as costs, expected revenue, timelines and agreements.
A team manager can assign advisors, consultants or experts to a project in Salesforce, with the full project staffing or team staffing visible in different views.
Run invoicing directly from the project in Salesforce and keep track of payments
Create an easy overview of customer performance and customer value directly in Salesforce for further engagement
Contact us about the business solution for professional services industry
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