Service Providers - It is essential to define and identify different customer categories

Service Providers - It is essential to define and identify different customer categories

Service Providers - It is essential to define and identify different customer categories

Whether we are talking about professional service providers (lawyers, accountants, architects), or suppliers of any other service, they need to form a database of prospects and clients to use in an integrated and structured way in order to generate sales opportunities. It is essential to define and identify different customer categories in order to offer personalized services. After completing the successful sale, the delivery process must be monitored and controlled to keep each customer in certain profitability limits. In service providing industry, delivered projects can be simpler or more complex and tracking contracts fulfillment means project management.

 

Key Benefits

-          Centralized and integrated management of customer data, files, projects and associated documents

-          Creating a dossier on each client that keeps the whole history of interactions

-          Increase of sales efficiency by automating processes with flows and notifications integration

-          Delivery Management (projects delivery) both in financial terms (within budget) and operational

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