Professional Services Guide
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What are the benefits of using CRM for Professional Services?

CRM stands for customer relationship management. CRM tools help businesses acquire, organize, and update client information. 

Businesses of all sizes and industries can benefit from these solutions, but here’s how it can boost your professional services company. 

Improved customer service and satisfaction

For professional services companies, customer service is everything. Having the correct data at your fingertips is essential, which is where CRM for professional services comes in. It provides a complete view of your relationship with a customer, from contact details to past transactions to communication preferences. Good customer service, in turn, helps to build a happy and loyal client base. 

Easier compliance

Professional services companies must adhere to the latest compliance standards in the regions in which they operate (for example, GDPR in the European Union), as well as the requirements of their clients. A robust CRM for professional services firms makes this much easier by providing a place to store and share compliance documentation. It also offers transparency into the source of client data, why it’s being held, and how long it has been in the system. 

Greater productivity

CRMs streamline everyday processes, freeing up time for employees to focus on more important activities. Storing all account communications, tasks, and data in one place gives your team visibility into how their work feeds into the bigger picture, allowing them to prioritize accordingly. It’s also easy to see when something is due for a high-revenue client, so key tasks don’t slip through the cracks.

Access to key insights

CRM software collates every piece of information you have about your client base, offering you a bird’s-eye view of their likes, dislikes, needs, and wants. This knowledge can help your employees generate new leads and business opportunities. In this way, your CRM for professional services can become an important strategic tool, paving the way for future growth.

 Wrike offers a simple yet powerful CRM for the service industry. Access Wrike’s advanced project management software along with features tailored for teams who provide services to their clients. 

 With Wrike, you can:

  • Get project progress at a glance
  • Track billable hours, view team workloads, and manage resources with ease
  • Automate your intake with custom request forms
  • Facilitate seamless collaboration with clients

 Get started today with a two-week free trial.

Further reading