Win the Right Business for Your Consulting Firm

Posted by Laura McQuaig on August 22, 2019

Over the past few months, I have discussed the importance of visibility as it relates to resource, engagement and financial management and competing in today’s services level economy. While these are all key, some would argue the most important aspect in staying ahead of the competition is the ability to choose the right business for their consulting firm.

One or two bad engagements is enough to take down a firm, so visibility into past engagement success and current pipeline for new business is critical. This is where a fully integrated, project-based solution that includes CRM comes in to play.

 

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on Friday, August 23rd at 2 pm EDT


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Your world revolves around clients and engagements – finding them, pursuing them and winning them. With Vantagepoint Client Relationship Management (CRM) functionality, your teams can identify potential projects or engagements earlier and pinpoint the clients worth pursuing. You can also access vital information on your mobile device and connect with Outlook to easily keep your clients and pursuits on track. Build a strong pipeline, develop the right pursuits and better position your firm to win:

  • Know you have enough pipeline to meet your goals
  • Nurture client relationships when it matters most with alerts and notifications
  • Deliver competitive and reliable project estimates and proposals to drive profitable projects
  • Eliminate wasted time and double entry with all the information you need in a single view
  • Collaborate around pursuits to make sure all the right people are driving the best proposal possible through conversations, tasks, shared documents and calendar events

To learn more, please join us for this month’s Consulting Solution Speed Session event, Win the Right Business for Your Consulting Firm, on Friday, August 23rd at 2 pm EDT to see Deltek Vantagepoint CRM in action.

 

About the Author

For the past 20 years, Laura has been working with professional services organizations to solve critical business issues around project accounting, project and resource management, forecasting & budgeting and business development. She has been helping firms understand trends, best practices and tools that help people and organizations leverage technology to streamline their business and processes. Laura currently serves and Director of Product Marketing, Consulting Industry at Deltek, the leading provider of solutions for project based businesses.

 

 

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