The Top CRM for Professional Services Companies

Professional services firms need a steady source of leads but also need to turn those leads into customers. While having a list of leads who are interested in your services can keep your team busy, not every lead is ready to sign up for your services immediately. In fact, it could take months before they decide to take action.

So, how do you ensure your prospects remember you, and how can you move them further down your pipeline? You need a flexible CRM that lets you customize your sales process to help you build stronger relationships with your customers and leads. Your CRM should help you manage prospect information and progress through your pipeline stages, allowing you to contact them at the right time with the right messages.

Nutshell can keep your company in front of valuable leads, reminding prospects about your services and letting them know about your latest offers. By setting up a tailored sales pipeline, you can create standard tasks and activities within each stage that help move leads through the pipeline toward a closed deal.

With versatile pipeline creation and customizable board view, your professional service business can qualify and strengthen lead relationships, discover prospect pain points, cross-sell other services, and keep leads engaged with your company.

Nutshell’s pipeline management tools let you:

• Update lead information from any device: Nutshell’s business card scanner feature makes it easy for your team to add new leads using a mobile device.
• Keep everyone on the same page about new lead information: Automatically save every new lead information and update. Once saved, the new data will also be available for your sales team to access. No one is left in the dark about your contacts’ latest professional services needs.
• Shorten your sales cycle: With seamless team collaboration, you can provide all the support that your prospects and customers need as soon as possible.

Task and activity automation is an essential CRM component, helping you build more efficient workflows and maximize team productivity. Therefore, finding a CRM solution that automatically initiates a preferred action with a specified trigger can speed up sales and marketing processes, giving your teams more time to service customers and nurture leads.

Nutshell is an all-in-one growth platform designed to help your professional services company set up the automations you need to drive more revenue and grow your business.

With Nutshell’s automation features, you can:

• Set automated reminders: Boost your team productivity with Nutshell as you set up your reps for success with automated reminders.
• Automate tasks as a guide: Structure each pipeline stage with preferred tasks and activities to help your reps move each lead to the next best action and eventually to a conversion.
• Minimize non-selling tasks: Leverage Nutshell’s automation features to reduce your team’s time spent on administrative tasks and give them more time to nurture leads.
• Evaluate sales funnel health: Nutshell automatically generates a sales funnel report that gives you an overview of the percentage of leads that move through each pipeline funnel, allowing you to make adjustments where needed quickly.