124. How To Select a CRM For Your Consulting Business

CRM (customer relationship management) tools help you maximize your time, stay consistent with your business development activities, and balance supply and demand to keep your pipeline constantly flowing.

So many independent consultants have questions about how to use and implement a CRM so they manage their business development processes effectively and efficiently.

Today’s episode is designed to address frequently asked questions to demystify CRMs for consultants.

You might be surprised, but the key to success isn’t about which software is best for your independent consulting business.

Instead, I share how you can maximize how you think about using a CRM through the lens of a business owner so you’re able to make your  CRM optimize your consulting lead generation, follow-up, nurturing, and consulting sales processes.

This episode on how to select a CRM for your consulting business is part of the summer podcast series that offers bite-sized ways to dial in and tighten up your business consulting operations to make your work more impactful for you and your clients.

Click here for the full show notes and more information here.

And click here for more on private coaching tailored to you as an independent consulting business owner.

Want help achieving your consulting business goals? Melisa can help. Click here for more on coaching tailored to you as an independent consulting business owner.