CRM: An Essential Tool for Every Consulting Business

As soon as you have more than 50-60 leads, they will become harder to manage. Don’t wait too long to invest in a #crm or customer relationship management platform, especially after you have created a marketing funnel.

CRMs are tools that organize and analyze an organization’s relationships and interactions with leads and customers. While it may sound simple, correctly managing these relationships is complex when the number of existing or potential customers grows.

These systems allow organizations to:

Manage data about leads and clients
Label the various stages of sales opportunities
Store proposals and contract templates
Automate emails; integrate with your other Martech systems
Project revenue forecasts

Feras Alhlou

Feras has founded, grown, and sold businesses in Silicon Valley and abroad, scaling them from zero revenue to 7 and 8 figures. In 2019, he sold e-Nor, a digital marketing consulting company, to dentsu (a top-5 global media company). Feras has served as an advisor to 150+ other new startup businesses, and in his current venture, Start Up With Feras, he's on a mission to help entrepreneurs in the consulting and services space start and grow their businesses smarter and stronger.

Related Content

Related Shorts

Money Is Where Premium Customers Are

Never Fall for This

When You Can’t Take on a Project 😢

How We Lost Half a Million Dollar Contract

Crises of Authority

How to Ruin Your Marketing Effort

Early American Marketers

Quality, Service, or Price?

How Much The Top Consulting Firms Made in 2023

Pricing Models for Your Service

Do You Treat All Clients Equally?

How to Double Revenue Without Increasing Marketing

7 Ways to Grow Your Business

How to Push Leads to Close Faster

Where Did Successful Founders Get Their First Clients?

Sales Doesn’t End After a Client Buys

How to Retain Clients Better

How to Impress Clients with Your Skills

How to Expand Your Business Vertically & Horizontally

6 Questions to Increase Clients

Why Your Sales Pitch Doesn’t Work

7 Signs You Need to Hire Someone

How to Increases Chances of Sales by 94%

New Sales Hire Closes 0 Deals

9 Best Practices When Hiring

What is Marketing by Harvard Business Review

How to Do Marketing for Small Businesses

The 4 Marketing Channels Small Businesses Can Use

Time vs. Money 💰 Marketing for Small Businesses

How to Win Leads & Influence Customers

How to Use a Marketing Budget for Small Businesses

When to Hire for Sales?

The Most Important Part of a Business Website

Why Everyone Hates Sales

Don’t Take Jerks as Clients

Are You Being Used for Contract Requirements?

Decoding Marketing vs. Sales Funnels for Professional Service Startups

Cracking the Code: Why Leads Aren’t Buying from Your Consulting Business

5 Reasons Your Leads Are Not Converting

High-Quality Content Is Still King!

MarTech Optimizes Your Social Media

Take Advantage of Cold Calling & Emailing

Marketing Doesn’t Need to Cost Anything

Struggling with Leads? Start a Sales Funnel

3 Social Media Tips for Consulting Startups

2 Simple Marketing Strategies for Consulting Startups

Learn Brand Positioning from your Competitors

What is Martech? Marketing Funnel Basics

Business Image Matters as Much as Qualifications

To Better Understand Clients, Do Primary Research

All Buying is Emotional at Some Level

2 Strategies that Land Clients

Narrower Target Audience = Consistent Leads

Go Above and Beyond to Delight Your First Clients

Use Your Network and Word-Of-Mouth To Get Leads

Learning and Knowledge Sharing Drives Consulting Growth