CRM: An Essential Tool for Every Consulting Business
As soon as you have more than 50-60 leads, they will become harder to manage. Don’t wait too long to invest in a #crm or customer relationship management platform, especially after you have created a marketing funnel.
CRMs are tools that organize and analyze an organization’s relationships and interactions with leads and customers. While it may sound simple, correctly managing these relationships is complex when the number of existing or potential customers grows.
These systems allow organizations to:
- Manage data about leads and clients
- Label the various stages of sales opportunities
- Store proposals and contract templates
- Automate emails; integrate with your other Martech systems
- Project revenue forecasts