THE STAFIZ CRM

To go faster 👇

I – Monitoring of the pipeline, current proposals and financial forecasts

1. An organized and structured pipeline for more visibility
2. Anticipation of turnover and margins
3. Creation and editing of quotes

II - Find dashboards adapted to the consulting business

1. An analysis of average daily rates, average project margin
2. Tracking of proposals created, edited, won and lost
3. Tracking acquisition costs

III – The search for profiles adapted to the needs

1. Depending on the expressed need: automatic profile search
2. Possible positioning of profiles identified on the proposal
3. Monitoring progress until signature

IV - Anticipate and plan the forecasted load

1. Ability to pre-staff on the project
2. In case of success, transformation into firm staffing
3. Simplified project creation

V- Benefit from an exhaustive visibility on the situation of your customers

1. A broader view, because it is integrated with activity management
2. Turnover, margin, invoicing, interactions per customer
3. Personalization and segmentation for managing mailing campaigns

Stafiz CRM is adapted to consulting activities and provides more visibility and more efficient management for your commercial activity.

I – Monitoring of the pipeline, current proposals and financial forecasts

1. An organized and structured pipeline for greater visibility

Follow the evolution of your organization's different proposals and opportunities in the sales cycle. To better understand them, you can create reporting lines to filter or look by salesperson.

The customization of this sales pipe is total to adapt this follow-up to your organization. You can manually or automatically modify the percentage of probability of success and the expected dates of signature.

You will find the results of each step to gain visibility on the potential turnover to be achieved.

2. Anticipation of revenues and margins

Beyond this Kanban view, Stafiz allows you to integrate these pre-sales data into your forecast. Your forecast must take into account the projects sold, but it must also include these pre-sales elements to be as close as possible to reality.

The estimated turnover of the opportunity is a data that you can find in any CRM. But Stafiz allows you to define the costs related to this opportunity: the time to be spent by your different profiles, the possible non-recoverable expenses, the purchases or the subcontracting. This way, you have all the elements you need to calculate the projected margin for each opportunity.

Based on the project's estimated dates, Stafiz allows you to add revenue and margin data to the sold project data to provide you with complete visibility.

3. Creation and edition of quotes

If you edit your estimates in another software than the one in which you follow your projects, you have the possibility to save a lot of time.

After creating your templates (colors, charts, texts, sales conditions, etc.), you just have to create the specifications in Stafiz, with, for example, the different phases, the associated profiles, the planned days and the daily rates. Then add additional lines of comments, free text or discounts, before editing it using one of the templates you have created.

Not only you have an editable quote in your format, but you can sequentially modify the quotes while keeping the history to understand how the negotiation went.

II - Find dashboards adapted to the consulting business

1. An analysis of average daily rates, average project margin

To ensure effective monitoring of the performance of a consulting activity, there are indicators that must be monitored regularly:

• Price developments (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. Tracking of proposals created, edited, won and lost

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 how much it cost to get it? The time spent preparing proposals, the possible travel to meet the prospect? To understand the performance of your sales activity, know the acquisition costs on each mission and globally to better appreciate the profitability, and to have a price that takes into account this expense.

Stafiz allows you to carry out these calculations and provide you with full visibility on your acquisition costs because its CRM is also linked 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 stages with the dates, the profiles needed and the time to be spent on each of them.

On this basis and with a single click, you can generate the associated profile requirements, adding if necessary skill criteria and other information to simplify the search. Stafiz automatically proposes matching profiles and allows you to staff them automatically if they are suitable.

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. Monitoring progress until signature

Then you can follow the evolution throughout the cycle, with the update of the positionings: has the profile been presented to the client? Did the client reject some profiles? Which profiles are still in the process?

The Stafiz CRM allows you to track all the activity in the process of presenting candidates to the client, in order to have a complete visibility on this part of the pre-sales work. Then at the validation stage, you can directly indicate that the opportunity is 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 was won is done automatically by taking all the information that was in the proposal. The flow is monitored in the same software.

V – Benefit from comprehensive visibility into the situation of your customers

1. A broader view, because integrated with activity management

As Stafiz allows you, in addition to the CRM, to manage your entire activity up to invoicing, you will find more complete information on each of the companies with which you work. You can track your prospects, your customers and even your subcontractors in your Stafiz CRM.

All information related to operations goes back into the CRM to give you a global view with all the information centralized in the same place.

2. Turnover, margin, invoicing, interactions per customer

In each client's CRM file, you will find:

• Turnover
• Purchase orders
• The history of all proposals, won or lost
• Billing and Invoicing
• Monitoring unpaid debts
• All tasks, notes and tracking 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 managing mailing campaigns

The creation of CRM fields being unlimited in Stafiz, you have the possibility of segmenting 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.