[VIRTUAL] 3 Ways NetSuite + Salesforce Work Together for a Competitive Advantage in Professional Service Organizations
Professional Service organizations center their business around client service.
It's critical to get it right now more than ever. There are three key areas that can impact the level of satisfaction your clients feel and determine how you will rank against the competition. It's time to elevate your client experience.
Join Sikich on Tuesday, April 13th to ensure a 5-star rating (and we'll throw in a free lunch from GrubHub)!
Did you know 89% of clients think experience is as important as it's products and services?
Meanwhile, nearly HALF of professional service companies aren't meeting expectations. Which side of the fence is your organization sitting? Sikich is hosting an important webinar to make sure you end up on the winning side - thriving and successful in 2021.
On April 13th, join Sikich to learn how you can ensure a 5-star rating because when you center your business around client service, it's critical to get it right now more than ever. There are 3 key areas that can impact the level of satisfaction your clients feel and determine how you will rank against the competition. Plus get a free lunch from GrubHub!
It's time to elevate your client experience.
What You'll Learn:
Selling & CPQ Do you lack consistency in the process of creating, approving and delivering new project quotes? Is your business growth hindered by the inability to measure ROI accurately without database integration? Perhaps you are struggling with the continual balancing act with utilizing billable resources across paying clients and assisting to get new work in the door. Imagine a world where you had the ability to quickly respond to new and existing client quote requests and can easily provide accurate pricing with any given product configuration scenario. Learn how NetSuite and Salesforce CPQ intertwine into an end to end solution that will elevate your profits and initiate the ultimate client experience to start a long-term partnership with your clients.
Project Execution & Resourcing Once the client signs on the dotted line of your proposal, the work is just beginning. Precise and effective resource planning and project management are both essential elements to a successful project and the growth of your business. Learn how to automate and organize the business processes associated with client inquiries & issues, and even allow the client to track the status of their cases or get answers without your team intervening. But that’s just the tip of the iceberg, you can gain advantages from automation in project billing to increased visibility into forecasted projected work and resource availability, and much more.
Providing the Ultimate Client Experience. Get a peek at: o Salesforce Einstein – predict client needs before they share them o Service Cloud - use client communities, forums, and self-service portals to give your clients everything they need to find their own solutions quickly. o Experience Cloud (aka Community Cloud) – enables you to build websites, portals, mobile apps, and other digital touch points to engage your clients while also digitizing business processes to keep pace in a digital world
Don't miss this event filled with information you need to lead your company in a successful 2021.