Client Relationships Are Critical
It’s not just what you know but who you know and what you know about them. Key facts, family, sports, interests, social, all of it!
Consulting Firms
Missing Salesforce Contacts
When you’re on a call with 5 people at a client, what are the chances all 5 are in Salesforce? 0%? What are the chances they’ll ever be entered?
When Consultants Leave
How much of their knowledge just left? Have you lost the names of the people they’ve been working hard to win and nurture as clients? The activities with those clients?
A Consultant’s Network
You hire experienced consultants because of their network. Can they easily integrate their network into your business, or is it hit and (mostly) miss?
No Data, No Marketing
If the contacts aren’t in Salesforce, the marketing team is powerless to engage and support the sales process. It’s just that simple.
Client Support
Keeping clients informed about all the great things happening in the business really can’t work if the contacts don’t exist for newsletters and special offers.
Drive success with easy-to-use, powerful tools
Automating the tedious and time consuming process of data entry while giving you the tools that you need to maintain up-to-date systems of contacts