- Industry:Professional Services
- Services:Management System
- Tags:consulting, CRM, pipeline, reporting
Strategy, CRM & Reporting for a Professional Services Firm
Professional ServicesA consulting firm with 30+ consultants had no shared CRM or pipeline view. Proposals and client data lived in email and personal spreadsheets.
Book a strategy callChallenge & Approach
A consulting firm with 30+ consultants had no shared CRM or pipeline view. Proposals and client data lived in email and personal spreadsheets.
No visibility into pipeline and utilization Proposal and project data scattered
Challenge & Approach
Defined sales and delivery stages
Configured CRM for opportunities and projects
Built reporting for pipeline, utilization, and revenue
Outcome
Single source of truth for pipeline and clients
- Single source of truth for pipeline and clients
- Predictable forecasting and capacity planning
- Clear accountability per stage
- Reduced time spent on manual reporting