Home » How to use a CRM for consultants + How to configure it correctly?

How to use a CRM for consultants + How to configure it correctly?

If you are a consultant looking for best practices on how to set up and use your CRM in the best possible way, look no further!

We interviewed the team at ResultConsulting who advise configure their clients on how to generate leads and use customer relationship management (CRM). In doing so, they generate impressive results for themselves and their clients. And configure they allowed us to share a lot of their expertise and processes with you.

We will go all the way:

  • Who is ResultConsulting
  • Why They Started Using cyprus phone number data CRM as Consultants + Their Results
  • And how they set up and use their CRM (Salesflare)

Let’s dig a little deeper. 


Consulting Firm Using Customer Relationship Management: Spotlight on ResultConsulting

ResultConsulting consultants help configure their clients create a repeatable sales process that consistently generates results, primarily using LinkedIn and email as communication channels.

They currently offer five different services:

  1. Outbound : They help which tasks did not go so well and why? businesses succeed with generating B2B leads on LinkedIn, as well as through email sequences .
  2. Customer Revenue : They configure help businesses generate more revenue from their existing customer base by implementing systematic cross-selling and up-selling activities.
  3. Inbound : They help businesses build a repeatable sales process/system to qualify, manage and nurture inbound leads .
  4. Business Development Design and Customer Relationship Management (CRM) System Implementation : They help g seo work companies create the representation of their business development model in Miro (a digital  configure whiteboard application) and then replicate it in the CRM using customer relationship management software. sales pipelines , custom fields, and sales dashboards .
  5. Sales Conversion Process : They help businesses optimize the sales process to convert leads generated by their proven model into paying customers.

Their main clientele are B2B companies such as marketing agencies, consulting firms and SaaS companies. They provide these services internationally, but mainly in Italy, as this is their home market.


Why They Started Using CRM as Consultants…and the Impressive Results They Got!

Before ResultConsulting adopted Salesflare, their CRM was a “ big mess ,” as they call it. They were using a combination of Excel sheets and paper configure  notes, which didn’t allow them to stay properly organized. They came to look for a way to professionalize their organization.

At the time, ResultConsulting was just Matteo and Giacomo.