Why Do You Need CRM For Your Consulting Firm?

CRM requirements for consulting firms

Companies can hire a consulting firm if advice or direction is required. This industry can be exciting, as your job is to become an expert who helps a business grow and increase its profits. Understanding what a consulting firm is and how it works can help you decide whether it is the right field for you.

What is a consulting firm?

A consulting firm provides feedback and actionable techniques to companies to improve their efficiency or effectiveness in a specific area, such as advertisement and technology. Company executives often hire consultants to give them advice specific to their industry and organizational needs. Consultants’ goal is to provide a procedure to follow to reach its objectives.

CRM requirements for consulting firms:

As a consultant, you are connecting multiple clients and prospects. It means, relying on the complexity of your service offering (and sales cycle), you need to be revealed to opportunities regularly.

This is where a consulting CRM can be invaluable. Let’s look at some of the expected benefits and why you should peek into them.

  • Structured pipeline:

Using CRM, you can map out each step and have a high-level view of where all of your new potential customers sit within that pipeline. It is clear where each opportunity lies in the whole process. This means you can estimate sales and capacity each month or quarter based on how close the lead is to closing.

  • Email templates:

You’re sending the same email repeatedly when dealing with multiple leads. Instead of writing them from scratch, use a CRM that allows you to store and send templates on the fly.

Emails should be personalized with the recipient’s first name and company name. While allowing to amend some copy areas, it should allow for more personalization where necessary.

  • Keep on top of sales activities:

A usual challenge for account managers and salespeople is getting top of all the tasks that nurture leads and clients. Unfortunately, it can be like spinning plates: Without a skilled imagination, you’ll end up with broken pottery when someone needs some attention.

Metaphor aside, a good CRM for consultants should include tracking and planning activities and tasks at every stage of the process. From the nature of the job to when it should be completed (and who should complete it), you’ll be reminded when to take care of what.

What are the different types of CRM?
  • Automated sales processes:

Your firm needs new business to survive and thrive. If you can’t answer the following questions, you may have a sales process that leaves money on the table.

With CRM, you can automate many areas of your day-to-day activity. For example, you can notify your sales team when a referral is generated and assign a lead to a specific representative or account manager.

  • Forecasting and reporting: 

Keeping a finger on the throbbing of activities, opportunities, and outcomes can be time-consuming, especially if you’re copy-pasting all the data into a spreadsheet.

A good CRM system will have all the forecasting and reporting functionality built-in, allowing you to develop high-level dashboards and in-depth reports on how well your sales work is accomplished.

For anyone looking to grow their consulting firm, this high-level approach will show you the health of the consulting business. It also helps communicate progress and results with senior management, explaining where you put your budget.


CRM technology isn’t the only thing you should use to “keep up with the times.” But, when used correctly, it can enhance your sales process and improve your business development efforts.

To get this right, you have to start with your sales processes. First, make sure you have a system in place that provides value to prospects and shows them how you can solve problems.

Firstly, use your chosen CRM for more efficient communication. Our BUOPSO CRM system will never miss a single chance to meet your expectations. From the first touch-point to the follow-ups, your account managers and sales reps won’t have to think about how or when to reach out to prospects again.