A broader view, because it is integrated with the management of the activity
Revenue, margin, invoicing, customer interactions
Personalization and segmentation for mailing campaign management
Stafiz's CRM is adapted to consulting activities and allows you to bring more visibility and more efficient management to your commercial activity.
I – Monitoring of the pipeline, current proposals and financial forecasts
1. An organized and structured pipeline for greater visibility
Track the evolution in the sales cycle of your organization's different propositions and opportunities. To find your way around, you can create reporting axes to filter or look by salesperson. The customization of this pipe is total so that this follow-up adapts to your organization. You can manually or automatically change the percentage chance of success and the expected dates of signing. You can find the totals for each of the stages to gain visibility on the future revenue potential.
2. Anticipation of revenues and margins
Beyond this Kanban view, Stafiz allows you to integrate this pre-sales data into your forecast. Your forecast must of course take into account the projects sold, but it must also script these elements in pre-sales to be as close as possible to reality.
The estimated turnover of the opportunity is a data that you have in all CRMs. But Stafiz allows you to define the costs associated with this opportunity: the time to spend with your different profiles, any non-refundable fees, purchases or subcontracting. This gives you all the elements you need to calculate the projected margin for each opportunity.
Based on the project's forecast dates, Stafiz allows you to add revenue and margin data to the data of sold projects to give you complete visibility.
3. Creation and editing of quotes
If you edit your quotes in a software other than the one in which you follow your projects, you have the opportunity to save a lot of time.
After creating your quote templates (colors, charts, texts, terms of sale, etc.), all you have to do is create the quote in Stafiz, with for example the different phases, the associated profiles, the expected days and the daily rates. Then optionally add additional lines of comments, free texts or discounts, before editing it using one of the templates you have created.
Not only do you have an editable quote in your format, but you can successively modify the quotes by keeping the history to understand how the negotiation went.
II - Find dashboards adapted to the consulting business
1. An analysis of the average daily rates, the average margin of the projects
To ensure effective monitoring of the performance of a consulting activity, there are indicators that must be monitored regularly:
Price trends (average daily rates)
The evolution of project margins
The average amount sold
You can track these indicators in Stafiz, by business unit and by date, to understand the evolution of the performance.
2. Follow-up of created, edited, won and lost proposals
It is also necessary to know the conversion rates of the current proposals. Among all the proposals created, how many have been won, how many have been lost, are any of them in standby?
3. Monitoring acquisition costs
When you look at the profitability of an assignment, do you know what the cost was to get it? The time spent preparing proposals, any trips to meet the prospect? To understand the performance of your sales activity, knowing the acquisition costs for each mission and overall allows you to better assess profitability, and to have a pricing that takes this burden into account.
Stafiz allows you to perform these calculations and provide you with full visibility on your acquisition costs because its CRM is also related to expense management and time management.
III – The search for profiles adapted to the needs
1. Depending on the expressed need: automatic search for profiles
In each of the CRM proposals, you can specify the different phases with the dates, the profiles you are looking for and the time to spend on each of the phases.
Thus, on this basis and in one click, you can generate the associated profile needs, adding skills criteria and other information if necessary to simplify the search. Stafiz automatically offers matching profiles and allows you to staff them automatically if they suit you.
2. Possible positioning of profiles identified on the proposal
If you need to present your profiles to your clients first, you have the possibility to position profiles on this need : among your candidates base, your subcontractors base or your collaborators. You can easily generate a skills file or CV in your colors and send it to your client.
3. Tracking progress to signature
You can then follow the evolution throughout the cycle, with the update of the positionings: has the profile been presented to the client? Did the client reject certain profiles? Which profiles are still in the running?
Stafiz's CRM allows you to track all this activity in the candidate presentation phase to the client, in order to have complete visibility on this part of the pre-sales work. Then, at validation, you can directly indicate that the opportunity has been won to generate the contract and start the mission.
IV - Anticipate and project the expected load
1. Ability to pre-staff on the project
When a proposal is about to be won, it is important to be able to anticipate the associated workload. You can pre-staff your resources in Stafiz to plan the load. When you analyze the occupancy of your employees, you can decide to take into account the elements that are still in pre-sales but close to being won, in addition to the sold projects, the internal projects and the absences.
2. In case of success, transformation into firm staffing
When it is won, this staffing becomes a firm staffing if you want it! Unless you want to readjust the staffing with other collaborators, that's up to you.
3. Simplified project creation
In any case, there is no need to do the work twice. The creation of the project that has been won is done automatically by taking all the information that was in the proposal. The flow is tracked in the same software.
V – Gain comprehensive visibility into your customers' situation
1. A broader view, as it is integrated with activity management
As Stafiz allows you to manage all your activity up to invoicing, you will find more complete information on each of the companies you work with. You can track your prospects, customers and even subcontractors in your Stafiz CRM.
All the information related to operations goes back into the CRM to give you a global view with all the information centralized in one place.
All tasks, notes, and follow-up of customer interactions
You choose with whom this view is shared. This allows you to have all the information and to be more effective in your sales follow-up.
3. Personalization and segmentation for mailing campaign management
Since the creation of CRM fields is unlimited in Stafiz, you have the possibility to segment your customer and contact lists, in order to possibly carry out mailing campaigns. You can extract the data via Excel or with Stafiz's open API.
