CRM for consulting firms
Accelerate the growth of your practice with a high-performance CRM
In the dynamic world of consulting, efficient information management and customer relationship management is key to providing quality service and maintaining a competitive advantage.
Our “CRM for Consultancies” service is designed to meet your business needs, allowing you to centralize all relevant client data, automate administrative tasks and improve internal communication.
Simplify your daily operations, increase your team’s productivity and deliver an exceptional customer experience.
Tailor and scale your consulting practice with a technology solution that understands and drives your professional goals.
At Reinicia_ we are an official Zoho partner and we will guide you in the implementation of this essential tool to optimize the data management of your consultancy and boost your business. Contact us and find out how we can help you achieve success!
Benefits of a CRM for your consultancy
Manage and organize your customer information effectively, enabling detailed tracking of negotiations and improving internal communication.
The implementation of a CRM facilitates the efficient execution of projects and campaigns, ensuring that every detail is under control.
Thanks to the versatility and detailed tracking provided by a CRM, you will be able to amplify your interaction with your customers.
This leads to an improved customer experience, increased customer loyalty and, consequently, increased sales opportunities and referrals.
By delegating repetitive tasks to automation, aligning workflow and boosting your team’s efficiency, you will drastically reduce time spent on administrative tasks.
This will allow you to focus on strategic activities, increasing your consulting productivity and performance.
You will be able to track each lead in detail, record all interactions and set reminders for future actions.
By centralizing all information related to leads and sales opportunities in a single platform, CRM provides you with a clear and complete view of your sales funnel.
CRM provides you with key metrics that will help you better understand your business performance.
You will be able to identify trends, detect areas for improvement and optimize your strategies to achieve your business objectives.
It provides a clear overview of all team activities, allowing you to easily identify areas where additional support is needed or where processes can be optimized.
CRM makes it easy to assign tasks, track progress and communicate in real time, all in one place.
From emails to follow-up messages, you can tailor each interaction to meet the specific needs and preferences of each customer based on their interests, preferences and behavior.
This will help you build stronger relationships and improve the overall customer experience.
Automate repetitive tasks, automatically assign activities and send personalized messages at the right time.
Save time and direct your efforts more precisely to your target.
With flexible and customizable features, a CRM adjusts to the changing needs of your business as it grows.
With advanced customization and configuration features, you can easily tailor the platform to fit your business processes.
At Agencia Reinicia we are experts in CRM for Consultants, we can help you!
Why choose Zoho CRM for your consulting business?
Discover how Zoho CRM can transform the operation and efficiency of your consulting business, allowing you to achieve your goals in a more agile and accurate way.
- Tailored design: Zoho CRM includes features tailored to the needs of consultancies, facilitating client management, task management and project tracking.
- Centralize all relevant customer information: Contacts, accounts, business opportunities and communication history, in a single accessible system.
- Automation intelligent: Automate routine processes, such as sending emails and assigning tasks, freeing up time for your team to focus on more strategic tasks.
- Opportunity tracking: Easily view and manage the progress of your business opportunities, allowing you to make informed and timely decisions to drive the growth of your consultancy.
- Dashboard reporting and data analysis: Get detailed reports and analytics on your project performance, sales cycle and team productivity to base your decisions on solid data.
- Effective project management: Manage your consulting projects efficiently, assigning tasks, monitoring progress and collaborating in real time with your team.
- Advanced customization: Tailor Zoho CRM to the particular needs of your consultancy, customizing fields, workflows and views to optimize your internal processes.
- Connection with other applications: Connect Zoho CRM with platforms such as Zoho Campaigns, Mailchimp and Google Ads for comprehensive management of your campaigns and more effective segmentation of your customers from a single platform.
- Training and ongoing support: We train you and accompany you in the maintenance during and after the implementation of the platform, to ensure that your team maximizes the use of Zoho CRM in your consultancy.
- Initial analysis: database
Data model analysis of prospects, contacts, accounts and proposals - Initial analysis: processes
Marketing and sales work flow - Redefinition
Lead and contact database, workflows, automations, scoring and tracking rules. - Zoho CRM License
Zoho CRM license selection based on needs. - Platform configuration
Based on company needs and integration with other apps such as GSuite and Office 365. - Training Team
Use of platform and new workflows adapted to platform. - Start-up and follow-up
Accompaniment of people and technology. - Continuous improvement
Existing and new processes, documents and stakeholders.
Why trust Reinicia?
We are Zoho Authorized Partners. We have more than 6 years of experience implementing Zoho apps.
Experienced multidisciplinary team able to make a complete proposal with different tools of the marketing and commercial mix to suit the needs and capabilities of each client.
We have a well-structured work methodology with total transparency towards our clients.
Which Team profiles will accompany you?
Paolo Bergamelli
Full Stack Developer y Consultor Zoho
Se encarga de que nunca falte Taleggio en la agencia. Un maestro reponiendo siempre a tiempo.
Mario Herrero
Consultor Zoho y analista web
El ‘hype’ de nuestros proyectos, integrador de soluciones Zoho y maestro de la automatización.
