An independent survey company surveyed 750 real consulting professionals to discover how they use the Insightly CRM to solve their biggest problems in client retention and growth.

Your consulting business depends on your ability to exceed your clients expectations. Customers turn to consultants for help with operations, sales, marketing, customer service, and more. To complete every new project and build client relationships, you need to work in a way that’s fast, organized and always on call— even when your team is as small as one person.

Frustrated by information lost within disorganized spreadsheets, more consulting businesses are using CRM to improve workflow, move leads through the sales funnel, improve customer experiences, and essentially regain control of their businesses. Managing the moving parts of a consulting business requires a dedicated set of tools—which can be found in a CRM’s project management and contact management capabilities.

An independent TechValidate survey found that more than half of Insightly’s consulting customers received return on initial investment in a CRM within one to three months. In this ebook you’ll find additional insights from our survey including tips on how to make the most out of your CRM.

Download your copy today.