How using the right CRM impacts professional service firms

In this blog, we discuss how the right CRM software can solve many challenges that professional service firms face.

Building long-lasting relationships with customers and reducing administrative workloads are priorities for every business, but particularly for professional service firms. The right Customer Relationship Management (CRM) system can help professional service firms efficiently manage their customer data, and use that data to nurture customer relationships.

Below are some of the common challenges professional services companies battle with and how the right CRM software helps to eliminate them. 

Decreases long sales cycles

Selling professional services in a B2B market takes time. Relationships with prospects need to be nurtured throughout the sales cycle to keep the momentum up and deals alive. What’s more, you want to provide your prospects with a positive, personalised experience. However, this adds to the already time-consuming sales process.

By using the right CRM software, all of your customers’ data will be stored in one platform. This helps you and your team to effectively communicate with prospects throughout the sales cycle. The right CRM software will also provide you with sales email templates and tips on how you can personalise your communications.

Reduces project-based work administration

Short-term projects can lead to a constant stream of quotes, negotiations and renewals from customers. Using different administrative platforms makes it easy to lose track of documentation and communications with customers. 

A single CRM system allows you to gain a comprehensive view of each of your clients. This includes all communications, documentation and negotiations that may have previously taken place. This means less time spent navigating between different systems and trying to track down client information.

Fewer barriers to entry

Costs are one of the main barriers to entry when selling expertise in a highly competitive market. Customers need to be convinced to choose you as their service provider through the use of carefully curated content served to them at the right time. When selling the skills and expertise of your highly skilled professionals, each engagement has to be unique and tailored specifically to the needs of the client.

By using an expert team of content strategists, you can create content that will educate your customers, giving them all the information they need so they can feel confident when reaching out to you. This content should cover the awareness, consideration and decision stages of the customer journey. What’s more, if you’re using the right CRM system, you will be able to serve customers and prospects personalised content at the right time. 

How Huble Digital can help

At Huble Digital, we specialise in helping professional services firms streamline and build strong foundations for sustainable growth, without compromising their forward momentum. We offer a suite of CRM solutions to suit your firm’s needs. 

We help companies transform with CRM software. From high-quality content to ongoing support, to web architecture, strategy and much more. We will be your partner throughout it all. Discuss your needs with our team to see how we can help you.