• Consulting360

    Consulting360

    Turn your recommendations into outcomes.

    Contact us

    Consulting360

    Turn your recommendations into outcomes.

Marketing and Business Development – Consulting360 CRM

Built on the award-winning Microsoft Dynamics 365 CRM platform, and leveraging cutting edge relationship intelligence and analytical capabilities, Consulting360 CRM is changing the game of business development in the consulting industry. With a comprehensive set of business development, marketing, experience management and relationship intelligence tools purpose-built for consulting firms, Consulting360 provides the foundation your firm needs to maintain a 360-degree view of your clients, contacts, relationships, pursuits, projects and growth initiatives.

With over 2,000 features specifically designed to meet the unique needs of consulting firms, we’re experts in helping our clients grow and expand their client base. Core features of Consulting360 CRM include:

Firm-wide, Practice Group, Team, and User Dashboards
Firm-wide, Practice Group, Team, and User Dashboards
Centralized contact management and relationship intelligence
Centralized contact management and relationship intelligence
Company, client and account management
Company, client and account management
Data harvesting and synchronization tools
Data harvesting and synchronization tools
Leads and pursuit management
Project leads and pursuit management
Project information tracking
Project information tracking
Client strategy and opportunity tracking
Client strategy and opportunity tracking
Employee experience tracking
Employee experience tracking
Document assembly for proposals and other documents
Document assembly for proposals and other documents
100% mobile for employees on-the-go (including offline)
100% mobile for employees on-the-go (including offline)

Consulting360 CRM delivers a simple, flexible and affordable CRM solution to enable closer relationships with your clients, drive a powerful relationship-based business development process, and help your firm achieve new levels of CRM success.

 

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137 Johnson Ferry Road, Suite 2240,
Marietta, Atlanta, GA 30068

info.us@SAGlobal.com

+1 302 858 0087

  

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