Professional Services CRM > Case Studies

Professional services firms have goals and metrics that are unique to their field. Customer Relationship Management (CRM) solutions that support those goals can make a big difference in the company's bottom line. Explore our latest CRM news, analysis, and advice for everyone in the professional services sector.

Pipeliner Hits the Mark for Ernest F. Mariani

Pipeliner provides the one CRM system Mariani's salespeople actually use.

Tax Savings Pros Saves Time with SugarCRM

Sugar Market leads the financial planner to a full SugarCRM rollout.

Access the ICMI Agent Experience Toolkit

To boost customer satisfaction and loyalty, you need your agents to stay engaged and motivated. But how? Access the ICMI Agent Experience Toolkit and to help you assess your current agent experience and discover ways you can improve.

The State of Customer Service Automation 2019

Insights from 75 million issues & 71 million bot interactions reveal how automation trends are driving customer service forward. Download this report to learn about the impact of customer service bots on standard contact center KPIs.

MaritzCX Energizes Reliant’s Customer Experience

The company has experienced success by adopting a customer-centric DNA

Booker Sets Up Self-Care with Five9

The salon and spa scheduling company benefits from Five9 in its contact center

Virtual Receptionists Work for Virtual Law Firm

Ruby Receptionists answers Burton Law's calls from miles away.

Snapfish Finds Live Chat a Snap for Customers and Agents

Photo-sharing site uses Live Person to help members with design projects.

The Doctor Gets a Social Prescription

YouBeauty enlists Extole to launch a social media campaign

High Five for DB5

With InfoStreet, a consultancy gets enterprise-caliber efficiency on a small-business budget

Smooth Sailing

Travel Dynamics International finds that adding a real CRM system can lead to unexpected destinations.

Social from the Inside Out

By focusing on connecting employees, a socially entwined culture benefits clients.

Ringing the Opening Bell

A financial-trading facility gets a new recording system in less than two weeks—and saves $292,000.

A Training Regimen Gets Rigorous

Brainshark helps FitLinxx pump up customers' use of fitness technology.

Mixing In a Little Sugar Sweetens the Deal

Geeks on the Way turned to SugarCRM to keep pace with increasing demand.

A Newsletter Employs New Tactics

CareerBuilder.com, the largest job-search and employment Web site, aims to ease subscribers' search burden.

A Site Stops Feeling Overtaxed

The voice of the customer helps Intuit in an online revamp.

Make ’Em Laugh—Personally

GigglePrint knows personalization, but Coremetrics helps teach the printing company how to finish the transaction.

On-the-Go WFM Efficiency: A New Blueprint

A turnkey framing company looks to mobile workforce management technology to automate its method for capturing timesheet and job status data.

Professional Courtesy

"Our customers increasingly expect specialization...."