How busy are you?
Free consultation

CRM optimisation for a consultancy firm

Need CRM management specialist?
Book a free consultation

Introduction

Elite Consultancy, a London-based consultancy firm, specialises in strategic business development for SMEs. Elite Consultancy needed effective CRM management to maintain client relationships and streamline its sales pipeline.

The challenge

Elite Consultancy faced difficulties in managing their CRM system, leading to missed follow-ups and inefficient client engagement. The firm required a solution to optimise CRM management without increasing overhead costs.

The solution

Outsourcery's virtual business assistant was assigned to manage Elite Consultancy’s CRM, ensuring accurate data entry, timely follow-ups, and efficient client interaction.

How we got started

The virtual assistant received training on the firm's CRM platform and protocols. The initial focus was on cleaning and organising the existing CRM data, followed by the implementation of automated follow-up systems.

The outcome

Elite Consultancy saw a 35% increase in client retention and a 20% boost in lead conversion rates. The optimised CRM management contributed to a more efficient sales process and enhanced client engagement.

Our client's thoughts

"Outsourcery's business assistant revolutionised our CRM management. Their attention to detail and proactive approach improved our client relationships significantly," said Mark Davies, Managing Director of Elite Consultancy.

Key takeaways

Effective CRM management by Outsourcery's business assistant led to improved client retention, enhanced engagement, and increased conversion rates for Elite Consultancy.
 

If you’re seeking to enhance your online presence and drive growth, consider exploring how the professional and adaptive services of Outsourcery can support your journey.
Reach out today and start exploring the benefits to your business.


Contact us
0800 086 8998
020 3103 0161
Linkedin-in Youtube
Resources
Copyright © 2024. Outsourcery. All rights reserved.
Designed and Built by Outsourcery
Download Guide
Free consultation

Solutions

Search by

More

Contact Us

Get virtual support

Free consultation

Join our team

Job opportunities

Don't leave without exploring all your options!

"*" indicates required fields

Address
By submitting this form, I consent to contact via phone and email, as per Outsourcery's Privacy Policy.
This field is for validation purposes and should be left unchanged.

How busy are you compared to other UK entrepreneurs?

Don’t leave just yet—see where you rank!

TAKE OUR 1-MINUTE QUIZ