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Professional Services CRM

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.

Features

The Best CRM Software, Solutions, and Innovators: The 2023 CRM Industry Awards

Our 22nd annual awards recognize the vendors and innovators that shone the brightest in the past year.

The Best CRM Software and Solutions: The 2019 CRM Market Leader Awards

Our finalist and winners in nine categories point the way forward with the latest products and capabilities hitting the market

Zappix Relieves Contact Center Stress: The 2019 CRM Service Rising Stars Awards

The vendor's solutions aid utilities with service interruptions and healthcare providers with treatment updates

The Best CRM Case Studies: The CRM Elite Customer Awards 2018

The user companies that demonstrate the power of a good solution

ViewPoints

6 Viral B2B Marketing Campaigns From 2023 (and What We Can Learn From Them)

Here are some B2B marketing campaigns that made waves last year. Let their innovative approaches inspire your next marketing strategy.

Successful CRM Does Not Rely on Employee Participation

In knowledge-based industries like finance and professional services, tracking and managing complex relationships can be too time-consuming. The solution: thoughtful automation.

Cookie Countdown: Preparing for a B2B Marketing Future Without Third-Party Cookies

With third-party cookies soon gone, those in the industry will have to dramatically change how they target prospects and customers. That's left many wondering the same thing: What can we do to prepare?

Digital Marketplaces: How Companies Can Gain New Customers Without Developing New Products

Consumers want more from their relationships with companies. Here's how merchants and manufacturers can quickly and cost-effectively offer new product lines and create endless aisle capabilities.

Columns

How Does Employee Age Impact CRM Usage?

The generation gap rears its ugly head, but there's hope yet.

A New CX Focus Boosts CRM in Professional Services

Firms want to stand out on customer experience, and CRM (and AI) can help.

Five Collaboration Strategies to Power Your CX Transformation

What do successful CX functions do differently? Build coalitions around core business competencies.

It’s Time to Focus on the Metaverse

Virtual worlds will be the most transformative technology in the next decade. Prepare your strategy now.

Buyer's Guide Partners