Gartner

Over the next four years, the number of companies and knowledge workers in Global 2000 enterprises that are using graphic modeling will rise from 6% in 2009, to 40% in 2014.
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Professional service firms struggle with increasing pressure of new market conditions by doing business faster and more efficiently. Professional services management companies are trying to forge their path to success through automation of manual paper-driven processes, and integrating various IT solutions.

BPMonline posesses successful experience of CRM for professional services implementation: CRM for accountants, CRM for lawyers, CRM for attorneys, etc. Unique knowledge of the professional services management processes enables BPMonline to provide solutions for the following goals:

Aggregate Customer Data
  • Build a cohesive data environment, keeping relevant information easily accessible in CRM for professional services.
  • Store any piece of information that helps you make better decisions and to segment your customers.
  • Leverage any prior history with customers: face-to-face interactions, phone calls, mailings.
  • Aggregate information about your customers: documents, requests, provided services, etc. Examine it from different dimensions to make the perfect pitch.
  • Securely centralize documents and records for easy retrieval and archiving.

Increase Sales
  • Plan and manage multichannel campaigns and track  responses.
  • Accurately route your prospective customers, and manage your entire sales process effectively.
  • Use standard customer processing instructions.
  • Target the right customers, qualify leads and deliver new services.
  • Gain visibility into opportunity and account management.
  • Build a completely transparent claim management process.
  • Assemble a sales team for complex multi-step sales.
  • Keep tabs on receivables, service delivery and  fulfillment of commitments.
  • Perform comparative analyses for current and historical pipeline.
  • Build various analytical reports on sections of sales, time periods, responsible managers and departments.

Administer Projects
  • Use professional services management CRM to plan and monitor projects in terms of specific project team members, stages, timelines, completed and forecasted tasks.
  • Improve project management processes with an automated workflow.
  • Manage your project team.
  • Get real-time information about all projects in your portfolio.
  • Track all internal project asset costs and optimize asset utilization.
  • Administer projects documents.

Automate Document Processing
  • Automatically generate documents, bills, and renew contracts.
  • Keep the key data readily accessible: invoices, prices, billing, etc.
  • Maintain a single repository of standard templates.

Control Project Costs

  • Automatically calculate projects’ profits, taking into account all projects’ costs, used workforce and possible overheads.
  • Analyze profitability of your services.
  • Generate timesheets.
  • Billing – automatically generate invoices with a transcript of all services provided.
  • Forecast and track your incomes in different dimensions: customers, projects, services, regions.
  • Calculate salaries in respect to the total duration of provided services.
  • Build aggregated financial reports.

Manage Employees
  • Gain visibility into the workforce and align skills with contracted service requirements.
  • Supervise employees, track their tasks: duration, result, priority etc.
  • Monitor workload, estimate efficiency of every worker.
  • Promote better staff collaboration with process consistency.
  • Implement effective incentive schemes, based on automatically calculated KPI metrics.

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