Best CRM for Professional Services

Why Do You Need the Best CRM for Professional Services? 

Why do you need the best CRM for professional services? A CRM is an electronic database used to track and manage business relationships. Its functionality is similar to that of a contact management system, but it also includes additional features for managing sales processes, such as opportunities, tasks, and workflow.  

There are two types of CRMs: on-premises and cloud-based. The on-premises version is hosted within your business’ servers, and the cloud-based version is hosted in the vendor’s servers and accessed via the Internet. 

The on-premises version offers more security than the cloud-based version, as all data is stored within your business’ physical boundaries, but it can be more expensive to upgrade and maintain. 

Cloud-based CRMs offer access to your data from any location through the Internet. They do not require you to have a dedicated server or any IT support. 

However, because they are managed by a third party, they don’t offer the same level of security.

What Are the Key Reasons You Need a CRM?

The world is changing and the way we do business must change with it. The pace of this change is quickly accelerating and staying ahead of it requires constant adaptation. 

One of the most effective ways to stay ahead of the curve is to implement a customer relationship management (CRM) solution to effectively manage your sales pipeline and improve your customer service efforts.

Although CRMs have been around for decades, many businesses still don’t understand what they are or why they’re important. The initial questions many business owners ask when considering a CRM are: Why do I need a CRM? What is a CRM? 

And which one should I choose? But before you can choose which is the best CRM for your company, you must first learn about how different CRMs work, how you plan to use them, and how you will leverage the data provided.

Let’s take a look at why your business needs the best CRM

  • 66% of customers are likely to switch to a competitor if they have to deal with an inattentive salesperson – SproutSocial
  • 61% of business growth is lost due to bad customer service – B2B Marketing
  • 41% of consumers would spend 20% more with a company that provides great customer service – Gallup Small Business

Yes, customer relationship management (CRM) software has a variety of uses. But let’s be real here. The primary benefit of CRM is helping you keep track of your customers, which makes it easier for you to help them.

Key Factors to Choosing the Best CRM for Professional Service 

For many decades, the best CRM for professional services was pretty much a necessity for businesses. Now, with the rapid growth of cloud computing, you may be wondering why your business needs it anymore.

For a lot of professionals, having a CRM isn’t just about staying organized. It’s invaluable in helping you manage clients and track their leads, so your business can grow and thrive.

When you choose a CRM, check out these three key factors:

Scalability – You need your CRM to grow with your business so you don’t have to worry about upgrading or overhauling it every few years.

Flexibility – You need your CRM to seamlessly integrate with other systems your business uses, such as accounting software or project management systems.

Reliability – Your business is crucial to the future of your company. If the system you choose isn’t reliable, it can cost your business far more than you might expect.

Is Hubspot the Best CRM for Professional Service?

Many service-based companies, especially law firms, are already using Hubspot’s email, marketing and sales software. What many of these companies are looking for is a great CRM that is baked into the same platform.

Hubspot has built a great platform and communication solution. The products work together seamlessly, which means you can spend less time managing your communication tools and more time working on growing your business.

  1. The biggest benefit to using Hubspot’s CRM is integration. So many times, it’s easy to feel like you’re working with multiple tools when one is not doing exactly what you want it to do. 
  1. Hubspot CRM helps reduce that problem by allowing you to sync your contact data across all of the platform’s tools. And all of those tools work together seamlessly.
  1. The second biggest virtue of the Hubspot CRM is how easy it is to use. It has a simple, efficient interface with a clean design and all of the common functionalities you’d expect from a leading CRM product. 
  1. Plus, for those who want even more out of their CRM, Hubspot also has an app store, where users can find even more functionality if they need it. 
  1. The app store has everything from Lead Tracking apps to Concierge apps that can help make managing your customers even easier.

Key Advantages of Hubspot CRM

Hubspot CRM is a very useful marketing tool for businesses in terms of collecting data about your customers. It lets you follow up with your contacts. 

With Hubspot CRM, you can use it as a digital lead generation tool in order to acquire and convert more leads into customers.

Hubspot CRM, unlike other tools out there, has a unique feature that allows you to create email templates and track the performance of your email campaigns. 

It also gives you the possibility to track your leads’ behaviour on your website by using Google Analytics and integrating it with HubSpot CRM. 

Another advantage is the fact that you can customize and integrate HubSpot CRM with other applications of yours.

With the move to Hubspot CRM, businesses will be able to:

  • Track all incoming and outgoing communication – regardless of where it’s from or how it’s sent – from one location.
  • Easily add leads to marketing campaigns and track the results.
  • Provide centralized customer service.
  • Send automated emails based on behaviour.
  • The group leads into target lists that can be analyzed and used for email marketing purposes.
  • Better manage prospects by tracking their visit history and activity on the website.
  • Increase sales with a CRM that allows you to create funnels and workflows built on your own unique processes.
  • Scale sales with templates that can be used as the starting place for new contacts, marketing campaigns, and more.

Is Hubspot CRM Worth The Money?

A lot of people ask us, “Is Hubspot CRM Worth the money?” When it comes to customer relationship management (CRM), you really have two options.

When considering a marketing automation platform, the first thing you need to understand is exactly what you’re paying for. Once you can define your needs, then you can take a long hard look at HubSpot, and compare it to your alternatives.

You can go the traditional route and acquire a stand-alone CRM. But these systems can be costly, ranging anywhere from $150/mo on up. And you’ll still need to put work into setting it up, training your team on it, and then incorporating it into your sales process.

It’s an investment that I’ve been paying off for years through automating and streamlining so many of my processes. 

Here are a few statistics from HubSpot that make the case for this CRM:

  • 83% of marketers said automation improved their performance.
  • However, despite these benefits, only 32% of marketers use automated workflows on a regular basis.

So, what are you waiting for? Click here to see the latest deal today and take the business to the next level. 

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