CRM/Consultancy

ChannelCRM/Consultancy combines the features of the Base CRM package, combined with a set of features that are critical to companies who are selling, and delivering projectbased consultancy services.

For instance:

•	Sales of consultancy services for projects with customers whether the consultants are own employees or freelancers.

•	Delivery of projects, where your consultants' expertise and experience are a crucial competitive differentiators.

The ChannelCRM/Consultancy provides a number of critical functions as:

•	Keeping track of information about internal and external consultants.

•	Keeping track of internal as well as external consultants availability

•	Making the consultant base searchable, based on availability and competencies.

•	Maintain individual CVs in a modular fashion based on the project experiences of the consultant

•	Creating profiled consultant descriptions (with the relevant CV-descriptions) to be used in proposals.

Further to these functions ChannelCRM will help you with the basic CRM-functions like keeping track of correspondance with customers, and consultants, sales forecasting, marketing campaigns, project follow up etc.

ChannelCRM/Consultancy is a fully integrated part of the ChannelCRM system, thus all functions and all data in the module is directly associated to all other functions and data in the ChannelCRM system.

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