5 Benefits of CRM for Professional Services

Customer Relationship Management (CRM) systems have many benefits for businesses from increasing efficiency to driving new business. These benefits remain the same across many organisations, however, the real sweet spot for businesses is when the system is customised to their specific industry, where the product fits around an organisations everyday needs and can really improve processes.

Microsoft Dynamics 365 provides multiple benefits to businesses within this sector, which we explore below…

1. Increase Your Employee Productivity

If your business is currently storing data in multiple places, this could be hindering your productivity. A CRM solves this by collating all client information in one place, enabling employees to gain a 360-degree view of a customer, quickly and easily. This means teams are aligned and less time is spent searching for information, increasing productivity as a result. 

2. Improve Customer Service

For professional services, the ultimate goal is to provide a unique and unmatched service to clients. In order to achieve this, having a detailed view of your clients is essential. With Microsoft Dynamics 365, employees can record information on a client, such as meeting notes, activities, specific calls, etc. Being able to track each stage of the relationship, from initial lead to final sale, enables your business to respond to individual customer needs and provide that all-important, top-quality customer service. 

3. Targeted Marketing Activities

Marketing activities and audience segmentation are critical to professional services firms, in order to create additional opportunities and up-sell to existing clients, whilst also attracting new business. With the power of our professional services CRM solution, marketing lists can be easily created, drilling down to a specific target audience and needs. For example, want to send an email to customers who are based in London and have a service renewal date within six months? Segmented lists within the system allow you to do this, whilst also staying up to date. As a result of this, your marketing activities are targeted, timely and effective. 

4. Access to real-time information

Microsoft Dynamics 365 provides team members with access to real-time data, ensuring everyone is on the same page. This ensures employees are using the most up-to-date information and reduces the risk of errors, as well as allowing all users to track and manage progress effectively. Within the professional services industry, employees may also need access to data on-the-go, so having access to real-time information is essential.  

5. Retaining client knowledge when professionals leave

Most professional services firms will understand the challenges around employees leaving and the risk of losing the network connections and data that goes with that individual. A CRM overcomes this issue and can make all the difference in this situation. Client information, contacts, notes, transaction, emails, call notes, and more, can be easily accessed by anyone in the business when an employee leaves, meaning the client receives seamless service and the organisation can pick up where they left off. 

Get in touch

If you would like more information about how Pragmatiq could support your business, please get in touch by emailing us at info@pragmatiq.co.uk or calling us on 01908 038110. Alternatively, fill out the form below and a member of our team will be in touch shortly.