The acquisition process in the consulting business is often tied to very long lead times. At Riva Partners, too, lead times of up to 12 months from the first contact to the joint project are not uncommon. “During this time, meetings, emails and written correspondence take place. CentralStationCRM offers a great opportunity to create and track history so colombia telegram screening that you don’t lose track and remember.” The system is also meticulously maintained for this purpose. The initial contact is usually made in writing, but is manually stored in the CRM as a file attachment. When follow-up calls are made, the CRM is most often used to track history, document conversation notes and organize follow-ups.
If important information comes in that is also of interest to colleagues, the relevant contact persons are linked or added to the distribution list. This also tells colleagues when they should take action.
In addition to Knodel, five other employees work in the CentralStationCRM account, i.e. the core team. The other employees are freelance network partners. CentralStationCRM is used particularly intensively
to manage these network partners .
“We have a large network of freelancers, so it is not easy to always think of the right people and keep them in mind when a new project is coming up”
The freelancers are created in CentralStationCRM just like the customers and organized using the tag function. This provides information about the employee's qualifications or certain services/collaboration in projects. If a new project is pending, the filter function helps to select the right employees.
Finally, Marcel Knodel would like to emphasize once again that "CentralStationCRM is incredibly simple and accessible. It has exactly the range of functions that we need and has left out everything that would only confuse us."
We are pleased about the praise and wish Marcel Knodel and Riva Partners all the best and much success.
Would you also like to report on your company and your daily work with our CRM software here ? Let us know and write us a short message. As always, we will get back to you as soon as possible.