Professional services and consulting

Today’s UK consulting industry is vibrant and innovative – a critical sector for the recovering economy. Our clients span wide array of disciplines, including IT Services, Management Consultants, Architects & Engineers, Media, Advertising & Design Studios as well as Legal, Accounting & Business Services.

In terms of business management, a common set of issues apply to all organisations where the time and knowledge of the workforce are the most important asset.

Our business solutions suite

Business development

• increase revenue and fees per head
• win new clients
• extend services within existing clients
• improve consistency and quality of bid management plus predictability of outcome

Relationship management

• build deeper personal and organisational relationships
• develop referrals, tracking relationships and connections

Operational efficiency

• improve forward resource planning
• increase efficiency of scheduling based on skills and demand
• maintain cash flow
• connect selling and delivery arms of the business

Knowledge management

• improve the quality of service delivery by sharing client, project and industry knowledge across the team
• centralise knowledge, experience and intellectual property generated from an engagement for re-use

Communications management

• keep the team informed
• keep the client informed

Finance management

• track profitability by project

In this sector, growth is dependent on institutionalising the knowledge and relationships of all the frontline and fee-earning staff for the benefit of the whole firm. CRM offers a compelling proposition by delivering full, organisation-wide visibility of a client project from first contact through project inception to final invoice.

Ensuring key component connection

With each and every one of our clients having a unique combination of working practices, company ethos and business objectives, there is no such thing as a ready-made solution in our approach to CRM. We always tailor each solution to meet your specific requirements, and deliver it on your chosen device – laptop, tablet or smartphone – both in the office and on the road.

Marketing

• event management
• email marketing
• social media

Project management

• project accounting
• resource planning and scheduling
• portfolio and project management
• time and expense
• invoicing

Sales and business development

• contact management
• referral tracking and ‘who knows who’
• bid management
• intelligent opportunity management
• pipeline management

Knowledge management

• per project/practice collaborative workspaces
• documents control, versioning and approvals

Customer service

• web and self-service integration
• client project collaborative workspaces

Our CRM solutions for professional services and consulting firms is built on the market-leading Microsoft Dynamics CRM and Microsoft SharePoint platforms.

“… absolute assurance they are dealing with the ‘best of the best’ when working with Touchstone CRM.”

Doug Kennedy

Vice President, Microsoft Dynamics Partners