Get the whole team organized in one place. Easily keep track of every lead and client. Make it simple to get paid your way. Automate repetitive tasks so you can focus on growing.
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There are many benefits of using a CRM software for a professional services business. Whether you run an accounting practice, law firm, consultancy, valuation company, financial services, HR consultancy and other business in between, using a CRM can be a game changer.
If you're in the professional services industry, you know that your ability to generate referrals can make or break your business. Now, your intuition might tell you that most referrals come from past and current clients-but is that the whole story? My colleagues and I weren't quite so sure, so we set out to uncover what really generates referrals.
The Hinge Research Institute partnered with the National Association of Certified Valuators (NACVA) and the Exit Planning Exchange (XPX) to conduct an exhaustive online survey of almost 1,200 professional services referral makers.
Are you struggling to increase your rates for clients?Increasing your fees is one of the fastest ways to grow your revenue as an established business. It's the lowest-hanging fruit.However, it's not easy to raise your rates. Your clients don't want to pay more for the same service.
For service providers, time is money, and intake forms save time by having clients provide the information to start the intake process.
In our first post in this series, we detailed the very beginning of a relationship – that harrowing stage where some key characteristics tip the scale to leave one seller with a new client and send the rest home empty-handed.
