Implementing Lead Management – CRM system integration in Professional Services – Consulting Services

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The professional services industry in the last decade has set some new rules. 

The professional services providers like consultants lived through a market-shaping year and in 2021, it’ll be blooming more. Consumer behavior has changed a lot due to health and safety concerns and in 2021 the measures are going to prevail too. The professional services industry adapted technologies overnight and adopted new methods to modify their work style.

Professional services consultants for IT business, telecommunications, and marketing experienced a shift in their business performance due to consumer behavior. On the other hand, consultants who were providing their services remotely suffered a bit but their overall performance stayed normal.

Digitization turned the events for the professional services providers

In order to keep the industry booming, businesses are adopting digital technologies faster to understand their customers and their needs. This way, service providers can build good relationships with them. Lead management is influenced by digital transformation and a CRM for professional services can support professional services consultants.

What does a CRM system mean for professional services consultants?

CRM software integration and a proven lead management system with your current sales process can support businesses to maintain good customer relationships. A professional system for services providers can help businesses shape a feasible strategy.

Benefits of CRM system for professional services consultants

  • Engages the sales teams or independent freelancers to improve their performance and take regular follow-ups with the prospects in an effective manner.
  • Keeps valuable information with the teams when they need to track leads and arrange them in different stages of the customer journey.
  • Empowers the identification of profitable client segments and distinguishes them whether they are qualified and unqualified leads. 
  • Encourages fast and exact financial reporting with the goal that the sales teams can figure out more than just closing the deals.
  • Predictive data helps businesses by allowing craft strategies and campaigns to boost sales and revenue.

Why lead management systems are now inevitable for professional services consultants?

Enhancing the customer experience is very important in order to maintain proper management. The customer experience is important to maintain customer satisfaction, innovation in services. One of the primary elements in personalized experiences is: letting your customers know that the business knows them.

The trends in the professional service industry are constantly changing and business owners need to know customer requirements even in the shorter timeframes.

Most of the employees in professional consultancy firms are in touch with their customers and even with their potential clients. They can become lead ambassadors and use their skills to identify respective needs. Consultants are now feeding sales with leads without any extreme efforts.

This is where a lead management system shows its capabilities: Tracking customer behavior and summarize their feedback by analyzing multiple sources of data. CRM software integration is a great part of lead generation strategy too. If you have a lead management system in action for your business, you can use this data to target your new prospects, attract them to your business and convert them.

What is customer data in CRM?

Professional service providers whether they are in the B2C or B2B sector, acquiring customer data is a challenging and daunting task due to the volume of customers they have.

For any business, getting new customers is cost-stringent activity while maintaining existing customer relations intact. Here, a CRM acts as an effective tool by providing the exact product when customers need it. This creates a strong bond with your customers.

CRM software integration with your current sales process is also easy. Many CRMs these days come with just a plug-and-play format.

Investing in a lead management system

Since the world is moving on with the vaccine, investment in the technology is possible and profitable; especially for such service providers. This is a good time to invest in lead management like LeadX 360 if your customer volume is high. LeadX 360 with its collaboration with Salesforce enables you to maintain good relations with your customers and get more new customers with efficiency.

LeadX for Lead Generation and Management of your professional services business

LeadX is a diverse platform for generating and managing your leads. A few of the businesses are already using it for their business development and when it’s used with CRMs like Salesforce, the power of both the platforms enhances giving a chance for retailers to enjoy more hot leads.


Customers are currently living in their business world. They need support from service providers like you. With continuous marketing efforts from your sales teams, customers may get confused about whether to choose a service provider they can be benefited or not. Since the pandemic, many new investors have come up with new ideas for businesses with a wide range of offerings and if they have a lead management system to support their businesses, they can boost their lead generation and expand their operations.

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