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Consulting Services

At most consulting firms, islands of redundant client and prospect data abound, making it difficult to provide a truly unified face to the client. This information is found in client billing systems, talent management systems, proposal files, practice area plans, account plans of varying utility, messaging systems, contact management applications, and various lists and miscellaneous documents. The challenge of multiple repositories, multiple vendors, diverse locations and costly data integration issues severely constrain most firms' ability to use client data effectively.  

Perhaps the greatest strength BizAutomation.com brings to consulting firms, is it’s ability to bring it all together under one roof.

 


 

• Time & Billing / Invoicing
• Project & Fulfillment Management
• Client Qualification Management
• Integrated Accounting & Financials
• Client referral tracking
• Customer Relationship Management
• Leverage your Outlook Calendar
• Document & Proposal Management
• Client Portal
• Contract Management
• Measure your advertising ROI
• Contract Management

 

 

These are just some of the problems you’ll solve with BizAutomation.com. Want to discuss more workflow scenarios with us and how BizAutomation can automate them ? Give us a call or schedule a hands on demo.

 

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