Project Visibility and Control is Key for Profitability and Collaboration in a Professional Services Firm

How can sales and project teams collaborate more effectively?

For modern service organizations, a model that prioritizes and monitors client experience and satisfaction is ultimately one that leads to greater profitability. 

Monitoring key performance indicators (KPIs) that measure profitability, and thus client satisfaction, enable both teams to understand where gains can be made, but sales still need client data and clear instructions to execute service excellence.

It’s not just about consolidating your client data and feeding this to sales; it’s about improving project visibility and control by propagating customer-focused data methods throughout the firm.

Integrating data into one platform, rather than relying on multiple applications, means that there is a single source of truth for data, such as client satisfaction. Combine this with consolidated HR and project data, and a firm can easily understand how to allocate resources, including sales reps, to ensure optimal usage.

With systems in the Cloud, sales teams themselves can easily access the client data they need to retain a client and nurture them throughout the project cycle on a self-service basis, without having to request it. 

This doesn’t just save time but means that project teams who traditionally report this data can spend more time analyzing it rather than consolidating it into reports.