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High Performance Through Organic Growth & Productivity
The next generation professional services organization is faced with a wide spectrum of business imperatives and challenges to ensure on-going success and profitability. Flexible technology solutions designed specifically for project-based organizations have aided best-in-class firms in establishing the optimal balance of maximizing customer satisfaction; running a streamlined operation; and constantly increasing the efficiency of services and internal processes.
Our Customer Relationship Management (CRM) solutions allow Professional Services firms to:
- Leverage client insights & all client touch points to streamline nurturing and growth of their top clients.
- Increase revenue generating client face-time; Integrated, role-based time entry & approvals, invoicing, collections & customer case administration.
- Save time & boost enterprise productivity by providing role-based snapshot views of client & project status – including campaigns, leads, opportunities and 360 client views (billable hours, invoices, receivables / collections)
- Provide clear, concise details to drive shorter cycle times between invoicing issues & payment receipt while providing clients with clearer understanding of value delivered to them.
Our Return on Investment framework benchmarks & measures tangible results in the following areas:
- Quality of segmentation and differentiated offerings
- Percentage of organic growth and repeat business
- Pipeline & revenue predictability / accuracy
- Customer satisfaction & loyalty
Solution Highlights
Experience to deliver a tailored solution, from start to finish:
- Deep understanding of Professional Services industry & core processes
- Proven on-time & on-budget implementation delivery
- Accelerators to ease integration with Microsoft Outlook & other back office systems
Rapid implementation with pre-configured modules that provide:
- Leads & opportunities management
- Client / account profile management
- Contact & event management
- Hierarchies, such as client, company, industry
- Operational key performance indicators and pipeline reporting
- Role-based user interactions
What Tools Are Required by High Performance Professional Service Firms to Grow their Business?
Empower sales, client management teams & executives with a complete 360 degree view of prospects & clients to provide:
- The right service offering,
- Client, project, resource profitability
- With the best rate
- At the right time.
Build deeper understanding of how your campaigns, service offerings, and engagement history provide value for your clients – resulting in more profitable & long term relationships with clients.
Improve profitability by improved operating efficiency through standardized tools & process rigour via simple, easy-to-use & familiar user interfaces.
What can you Expect?
We work with Professional Services organizations to rapidly deploy end-to-end CRM solutions that provide measurable results.
How Can We Help You?
Our experienced team of consultants coupled with our solution accelerators and an integrated software offering from Microsoft are all critical components to minimize your risk, optimize your performance and reduce your total cost of ownership.
For more information, please contact Gord Smith at gord.smith@ideaca.com or on the phone at 1-866-816-IDEA (4332) x5157.
