CRM optimisation for a consultancy firm

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.
 

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