How to use a CRM for consultants + How to configure it correctly?

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nishat@264
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Joined: Tue Dec 24, 2024 4:04 am

How to use a CRM for consultants + How to configure it correctly?

Post by nishat@264 »

Here's how ResultConsulting uses Salesflare
If you are a consultant looking for best practices on how to set up and use your CRM in the best possible way, look no further!

We interviewed the team at ResultConsulting who advise their clients on how to generate leads and use customer relationship management (CRM). In doing so, they’re generating impressive results for themselves and their clients. And they’ve allowed us to share a lot of their expertise and processes with you.

We will go all the way:

Who is ResultConsulting
Why They Started Using CRM as Consultants + Their Results
And how they set up and use their CRM (Salesflare)
Let's dig a little deeper.

Consulting Firm Using Customer wuhan cell phone number list Relationship Management: Spotlight on ResultConsulting
ResultConsulting consultants help their clients create a repeatable sales process that consistently generates results, primarily using LinkedIn and email as communication channels.

They currently offer five different services:

Outbound : They help businesses succeed with generating B2B leads on LinkedIn, as well as through email sequences .
Customer Revenue : They help businesses generate more revenue from their existing customer base by implementing systematic cross-selling and up-selling activities.
Inbound : They help businesses build a repeatable sales process/system to qualify, manage and nurture inbound leads .
Business Development Design and Customer Relationship Management (CRM) System Implementation : They help companies create the representation of their business development model in Miro (a digital whiteboard application) and then replicate it in the CRM using customer relationship management software. sales pipelines , custom fields, and sales dashboards .
Sales Conversion Process : They help businesses optimize the sales process to convert leads generated by their proven model into paying customers.
Their main clientele are B2B companies such as marketing agencies, consulting firms and SaaS companies. They provide these services internationally, but mainly in Italy, as this is their home market.
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