Features

• Service Type:

  Consulting, Professional Service

• Business Need:

  Customer Service, CRM, Data Analytics, Reporting, Business Intelligence (BI), Sales Pipeline, Lead Management

• Works With:

  Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 4.0

• Industry Focus:

  Professional Services

Description

Our Microsfot Dynamics Customer Relationship Management (CRM) solutions allow Professional Services firms to:

- Leverage client insights & all client touch points to streamline nurturing and growth of 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 degree 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

Ideaca’s Approach to CRM for Professional Services:

Our Return on Investment (ROI) 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

What Areas Can We Help With?

- 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