Maximise Client Relationships
Clients are the lifeblood of a professional services firm. In times where we may struggle to gain new business we turn to our existing client base. By having a company-wide focus on personal relationships, pro-active account management and using technology to support those activities, we can maximise our existing client relationships in a manner that is both profitable and mutually beneficial.
Managing clients, contacts and projects efficiently allows you to increase profit, retain customers and maximise revenue even in uncertain economic conditions. Your clients are the heart of your organisation and managing these relationships effectively will ensure a long and satisfying client lifecycle.
Info Pack: “CRM for Professional Services Firms”
Our CRM Info Pack contains CRM articles, webinar recording, videos, customer success stories and CRM product datasheets and videos. This information pack is created specifically for professional services firms looking to improve their client relationships.
Access the CRM Info Pack
Info Pack Content
1. Articles
- Why Client Relationship Management is the Heart of your Professional Services Organisation
- eBook: Little Book of CRM Success
- Position your professional services firm for success in 2012 and beyond
- Why Client Relationship Management is the Heart of your Professional Services Organisation
- eBook: Little Book of CRM Success
- Position your professional services firm for success in 2012 and beyond
2. Webinar recording
- Position your Professional Services Firm for Success in 2012 and Beyond
- Position your Professional Services Firm for Success in 2012 and Beyond
3. CRM Customer Success Videos
- Hill International: This global leader has used Vision to power its international operations and drive revenue growth.
- RJ Burnside: Learn how Deltek Vision is helping this Canadian firm build a planning, accounting and CRM system that can grow as they do.
- Hill International: This global leader has used Vision to power its international operations and drive revenue growth.
- RJ Burnside: Learn how Deltek Vision is helping this Canadian firm build a planning, accounting and CRM system that can grow as they do.
4. Product Videos
- Deltek Vision CRM. A 4 minute overview of the leading CRM solution for professional services firms
- Deltek Vision Connect for Microsoft Outlook. Vision Connect enables business development and marketing professionals to perform important and common Vision tasks directly in Microsoft Outlook – saving time and increasing user adoption of your CRM system
- Deltek Vision CRM. A 4 minute overview of the leading CRM solution for professional services firms
- Deltek Vision Connect for Microsoft Outlook. Vision Connect enables business development and marketing professionals to perform important and common Vision tasks directly in Microsoft Outlook – saving time and increasing user adoption of your CRM system
5. Customer success stories
6. CRM product datasheets
6. CRM product datasheets