CRM & xrm for consulting companies

Transcription

1 CRM & xrm for consulting companies for consulting companies

2 Inspire clients with your professionalism and effective project management The success of your clients ensures the success of your company on the long term. Outstanding consulting and excellent project management are the keys to success. This can be achieved using a CRM solution specifically matched to these requirements which effectively supports all the staff in managing information and clients. By saving time and minimizing costs, it leaves you free to concentrate on what s really essential: taking excellent care of your clients. The perfect solution for consulting companies CAS Consulting is an industry solution specifically tailored to the requirements of consulting companies. Its sophisticated functions operate across organization: thanks to powerful project management and centrally stored client information, your staff benefit from the best possible support in dealing with the entire operational side of your business. Cross-project knowledge management makes staff effective in canvassing for customers, marketing and consulting, while management always have the most important information at their fingertips. Professional project management ensures enthusiastic clients and staff Bring structure to your consulting assignments. CAS Consulting assists you in appointment and resource planning, efficient processing and financial control based on analyses. Times, expenses and external services are recorded and reconciled with the budget automatically generated reports create certainty in planning. Thanks to structured processes throughout the company your staff will be motivated and work efficiently your clients will have confidence in your services and feel they are receiving excellent support. What benefits does CAS Consulting deliver for your company? Increased closure rate thanks to optimum presentation of your company s expertise Higher contribution margin thanks to appropriate structuring of quotations Cross-selling by utilizing the knowledge base Reduced project times thanks to efficient processes and workflows. New clients thanks to utilization of entire client potential Higher contribution margin in projects due to limited number of subsequent amendments 2 2

3 What goals can you achieve with CAS Consulting? Get a clear overview of all client information Rapid overview of consulting projects Comprehensive client knowledge ensures high degree of staff expertise Complete client record including interaction history via all communication channels Access to all client information irrespective of location Specialist expertise creates trust and rapport Access to permanently up-to-date central contact list Target group-specific segmentation and successful marketing campaigns Take advantage of sales opportunities and potential sales on a consistent basis Schedule, control and charge your projects efficiently Collaborate across teams Cross-project knowledge management No loss of information when project teams change Simple appointment and task management Standardized correspondence Central document repository and documentation Benefit from planning certainty in management Efficient capacity utilization thanks to clear resource planning and Gantt charts Key data on sales and work load of the consultants Decision-making certainty thanks to analyses in real time Overview of all relevant processes on all levels Comprehensive, clear management dashboards Structured project planning and control Scheduling of targets, tasks, milestones and resources Reconciling of working hours, expenses and costs of external services Transparency regarding current project status, ad-hoc analyses and early warning system Integrated reporting including performance records and project status Financial project control including target-performance comparisons Simple to use time recording With clear client dashboards, consultants have a rapid overview of essential information on the client. CAS Consulting 3

4 Excellent customer focus and smooth project control Be totally informed about your clients at all times An contact central repository that s permanently upto-date is the best prerequisite for communicating successfully with your clients. The client record gives comprehensive information also on the individual contacts. One glance is sufficient for every member of staff to know which projects are ongoing and which colleagues are collaborating on the project. Information and details such as appointments, tasks, phone calls, correspondence, sales opportunities and invoices are structured and filed chronologically. Individual access rights control assure a confidential information handling. Your consultants will go into the client consulting projects well informed. Good teamwork frees up time for what s essential With CAS Consulting, all staff can access a central database. This facilitates cross-departmental and cross-company teamwork and assists both appointment co-ordination and task management as well as document editing and joint project work. At the same time, the confidential handling of this knowledge remains protected by a comprehensive rights system. Your consultants will be updated and fully informed at all times, will provide professional advice and will find their daily work is noticeably easier. In the end they will have more time for what s essential your clients.» CAS Consulting assists us in managing national and international client contacts. This enables us to take care of what s essential: our clients. «Mathias Niehaus Partner, optegra GmbH 4 4

5 Projects under control at all times with time recording and budget planning CAS Consulting guarantees the client and projectrelated recording of working hours, expenses and the costs of external services even when you re on the move. You can include budget and material costs and enter details of hourly rates and estimate-to-complete figures. Analyses give you concise information on the current status of your projects. Thanks to status reports updated on a daily basis, project invoicing is performed quickly and easily and with an ERP connection at the touch of a button. Your project management becomes clear, manageable and efficient and consulting services are invoiced promptly. Use targeted project management to achieve outstanding results Plan and control your consulting projects purposefully and effectively with CAS Consulting. Targets, tasks, milestones and resources can be scheduled right from the start. Working hours, expenses and the costs of external services are recorded and automatically reconciled with the budget. Thanks to the permanently upto-date project status, the option of ad-hoc analyses and an early warning system, you keep your projects right on track at all times. Up-to-the-minute information via mobile access at all times Irrespective of whether your employee is working at the premises of the client or from home, whether your consultant is on the move with a smartphone, notebook or tablet or your company is spread over several sites, CAS Consulting provides direct access to data which is permanently up-to-date. Thanks to responsive design, CAS genesisworld fits perfectly with display sizes and the specific characteristics of your mobile devices. Effective resource planning for optimum capacity utilization Effortlessly take care of your project team s resource planning with CAS Consulting. With the help of the planning view, project expenditure can be clearly visualized in the graphical view you can review the work load of your staff, allocate assignments in a targeted manner and avoid appointment clashes and bottlenecks. This enables you to plan your resources effectively and control the work load in an optimum manner. Consulting projects can be purposefully and effectively planned and controlled with the aid of the project schedule. CAS Consulting 5

6 Efficient marketing and planning certainty in management Business opportunities thanks to systematic marketing Targeted marketing inspires clients Recognizing and exploiting every business opportunity lies at the heart of successful marketing. With CAS Consulting, your marketing is systematic. You keep sales opportunities from the first contact through to closure at your fingertips and permanently increase your sales success. The notification and action service informs you in good time about events such as client birthdays or changed appointments. Forecasts and reports on potential sales can be created at the touch of a button. With integrated georeferencing you can cluster data clearly in digital maps heat maps highlight sales and potential sales geographically. With CAS Consulting, campaigns can be rapidly planned and deployed in a targeted manner. When sending invitations to events, sophisticated search and filter criteria pinpoint the right contacts with regards of the permitted and preferred type of contact and allowance agreed by individual contacts for different communications channels. CAS Consulting guarantees that contacts are correctly addressed, for example, that consent exists for an approach, and offers numerous functions that incorporate statutory data protection in your company. With the aid of convenient analyses, you remain informed at all times about the current status of a marketing campaign and maintain the big picture. Use transparency to achieve sound decisions With sales reports you keep the profitability of your client at your fingertips. Individual management dashboards give your management team an overview of all business processes. Upto-date evaluations of client profitability, operational efficiency or sales forecasts provide the basis for all decisions. A sophisticated multi-level rights system ensures that every member of staff sees precisely what he or she needs and what he or she is authorized to see. Your senior management are given an overall view of all indicators of success and take the correct measures. Divisional managers have detailed insights into their area of responsibility and consultants a rapid overview of clients. This enables your company to remain on the path to success. 6

7 CAS Software AG market leader with 30 years of CRM experience CAS Consulting is a product of CAS CRM, a SmartCompany of CAS Software AG. Over 10,300 companies and organizations, among them world market leaders such as Daimler, Airbus, Fraunhofer, OKI and many others, work with our solutions and trust us as experts. We have received several awards for our innovative array of products and our commitment in the small and medium-sized enterprise sector, including Innovator of the Year 2011, Employer of the Year 2009 and are holders of the Software Made in Germany seal. CAS Software AG Privately owned company Over 250,000 enthusiastic end users in 37 countries German market leader for CRM in the small and medium-sized enterprise sector Over 200 certified sales and solution partners in 30 countries Annual investment in innovation: 20% of turnover Multiple award-winning solutions Further information can be obtained from Service Quality Future» We simply cannot imagine a day without using CAS Consulting. We use it to achieve more transparency and efficiency in our processes. «Johannes Woithon Managing partner, CONSOLUTIONS GmbH & Co. KG 7

8 Contact CAS CRM A SmartCompany of CAS Software AG CAS Software AG CAS-Weg Karlsruhe Germany Telefon: [email protected] Service Quality Future