In a world where competition is greater than ever, professional services firms must do all that they can to stay ahead of the pack. Tech tools can help them do that. In fact, businesses market and sell far better when empowered by current digital platforms that are integrated into systems to serve our needs.
With all the tools available, which are the best for you? Each firm is different, but the tools described below have helped us and many other firms greatly improve interactions with prospects and clients, lead generation, and sales.
CRM—A Customer Relationship Management (CRM) system is the backbone of marketing business process organization. A cloud-based approach enables you and collaborators to easily access and share client data anytime, anywhere from any web-enabled device. Your CRM system stores copious client intelligence, such as contact data, records of each customer interaction, pipeline status, and assistance for mailings and content marketing. Statistics and reports from a CRM system can give you key insights. We use Salesforce.com.
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