Salesforce for the Professional Services Industry
The professional services industry is one of the most competitive on the planet. See how a leading CRM can help your business streamline operations, maximize efficiency, and stand out from the crowd.
Professional service businesses encounter countless challenges in their pursuit of market share. Chasing payments, maximizing billable hours, tracking results, and improving the customer experience (CX) despite limited resources are just a few common obstacles to overcome.
A CRM tool is purpose-built to help service-based businesses in this regard. Think of it as a one-stop-shop for tracking results, analyzing data, and streamlining operations. Expect increases in both efficiency and productivity to ensue, which set the stage for unbridled growth.
Why Choose Salesforce CRM for Your Professional Service Business?
In short, because it’s the #1 CRM platform on the market today. Established in 1999, this software soon became popular among innovative business owners in the professional service industry who recognized its potential. A worthy investment, it’s an ideal solution for meeting the needs of modern consumers. After all, pricing and service quality are important, yet the CX is what sets successful service businesses apart nowadays. Digitization, speed, empathy, communication, and personalization are hallmarks of high-quality CX with which the Salesforce CRM can help.
From a single dashboard, you can (among others):
- Stay in touch with customers based on their past interactions with your business
- Avoid generic messages by segmenting audiences and targeting them with relevant content
- Respond fast to inquiries, concerns, and complaints
- Track results and uncover new opportunities
Your brand image, conversion rates, customer retention, and sales statistics will improve in the process. Combine those incentives with the wider advantages of digital collaboration and project management and you realize how significant the business benefits of Salesforce can be. Don’t let the challenge of implementing a full-scale CRM tool put you off. At Abstrakt, we simplify the process and deliver bespoke services to meet your unique requirements. We won’t stop until you have everything you need to succeed.
Why Salesforce Consulting Makes Sense for Professional Services
Technological solutions play a critical role in today’s world. Businesses are having to achieve more with less; cultivating a strong brand and delivering exceptional results despite economic uncertainty and changing consumer habits. Leading professional service businesses are leveraging premium CRM software, like Salesforce, to handle those demands and continue scaling their operation. However, only a small fraction of them use these platforms to their full potential.
At Abstrakt Cloud Solutions, we change that. As a certified full-service Salesforce partner, we’ll work with you to create a customized plan that maximizes your investment in this powerful CRM. Whether you’re in finance, engineering, or software development, professional services that work with Abstrakt Cloud Solutions enjoy wide-ranging benefits. Here are the primary ways your company stands to gain:
Strategic Planning and Implementation
Salesforce can seem complicated and convoluted when you first start using it. There are intricate new systems to learn, processes with which to experiment, and a vast number of functionalities to explore. In the absence of support from an expert consultant, it’s easy to feel overwhelmed by the mass of information and make costly mistakes thereafter. Not only could you fail to use the system to full effect, but you also risk paying for unnecessary functions. We’ll help you avoid both negative outcomes by highlighting robust Salesforce tools that:
- Companies in your field need
- Make sense for your specific business
Your consultant will then assist you in implementing these systems and executing on their potential.
Employee Training and Development
Employing a custom CRM solution is only step one. The second, and most important, is learning how to use it. As a full-service Salesforce consulting partner, we can assist you and your employees with this key endeavor. With our ongoing training and input, your entire team, from customer service to sales, will come away with a comprehensive understanding of how to use Salesforce to facilitate their day-to-day responsibilities.
Better still, centralizing data stands to enhance collaboration amongst employees too. Different departments will be able to share notes and access the same customer records. You can look forward to newfound efficiency, increased output, and a more personalized CX as a result.
Increased Productivity
CRM systems automate processes, digitize transactions, expedites training, and increases transparency between teams. The result? New heights of productivity. It’s possible to integrate different aspects of business too, such as marketing and sales. This develops collaboration even further and boosts subsequent output.
Centralized data and access to it across all business devices also remove potential holdups in the workflow. In addition, our Salesforce consulting services customize the modules, checkboxes, and fields in line with your specific field and business model. Unlike lesser CRM tools, there’ll be nothing unnecessary in play; no distractions that can lead to confusion and wasted time.
Centralized Customer Information
Given the importance of customer experience to business success nowadays, finding ways to nurture relationships with new and past consumers is key. CRM’s can have a significant impact here. After all, as the name suggests, their core purpose revolves around relationship management.
As you know, businesses in the professional service industry might have hundreds of current customers and new ones signing up all the time. Managing so many relationships in the absence of customized CRM software is next to impossible! You risk losing track of correspondence, falling behind on customer inquiries, failing to address pressing issues, and forgetting to send relevant updates.
A CRM solution simplifies the task of managing relationships by consolidating customer information. You can see and respond to emails/direct messages, set up automated responses, and access data all from the same digital location. Centralization leads to upselling and cross-selling opportunities as well. For example, a customer support agent who can see what customers last purchased can suggest related services. It’s a win-win. Customers value attentive, timely, and relevant support. Businesses like yours experience fewer headaches and heightened efficiency.
24/7 Remote Access
Recent global events have had a major impact on the way workforces operate. Thanks to COVID-19, companies in every field have had to transition from traditional office environments to a remote setup. Furthermore, they had to do it fast. That’s a challenging pivot by anybody’s standards. It’s forced the rapid adoption of new processes, systems, technology, and tools.
For employees, everything from communication and problem-solving to accessing data has changed. Our Salesforce consulting services enable you to overcome this potential trouble though. This CRM can be used anywhere and on any device, 24/7. Moreover, it boasts effective features that facilitate remote work. Your team can continue to work as normal, just from home instead of the office!
Risk Mitigation and Swift Transitions
To switch from traditional IT systems to Salesforce, you have to move data to a cloud-based CRM. This isn’t rocket science, but it isn’t risk-free either. Partner with Abstrakt Cloud Solutions, though, and it might as well be. Don’t worry if you lack the technical IT understanding. Expect certified, qualified, and highly experienced consultants to hold your hand. They’ll guide you through the transition from start to finish, guaranteeing a smooth integration.
We recognize that time is of the essence too. Rely on us to craft a custom Salesforce strategy that’ll ensure your team understands and adopts the new system ASAP. Interactive training and ongoing support will assist here. This also applies to organizations who intend to migrate from Salesforce Classic to Lightning. It’s another complex process that we make simple. Having helped dozens of businesses plan and execute the shift, we’re confident we can do the same for you.
Integration and Real-Time Reporting
Your team doesn’t have to worry about losing the third-party tools they already know and use. We can show you how to integrate them into the new system. That’s good news for organizations that rely on external payment processors, email services, tax processing software, and so on. Linking them to Salesforce offers operational continuity alongside the many benefits of this CRM. Of course, we may suggest integrating new tools if we feel they’d benefit your unique business. Thanks to its impressive analytics, you can also use Salesforce to generate reports and study results in real-time. Think about your business’ KPIs. With Salesforce, you can:
- Track leads through marketing funnels
- Monitor conversions
- Assess profitability at every stage
- See how many new customers you attract each month
- Gain useful insights into why others leave
Salesforce reports also make it possible to examine employee performance and analyze the effectiveness of your internal processes. You can then use that data to forecast future results and estimate long-term growth.
Scale Your Business with Abstrakt Cloud Solutions
Ready to get the most from your CRM? Our certified Salesforce consultants are on hand at all times to help out. Contact us today to get started or learn more about how our solutions can benefit your professional service business.
