B2B Services
B2B CRM and client portal software for consultancy firms, IT services companies and chartered accountants: from quote to invoice, without re-keying.
See a demo →The B2B service company paradox
In the service organisations we support, sales teams utilise less than a third of their CRM functionality. Clients regularly ring to obtain information about their ongoing projects.
This situation particularly affects consultancy firms, mid-size IT services companies and chartered accountants. We meet directors who have invested in high-performance tools, but find that their teams circumvent the processes.
Sales staff enter the bare minimum into the CRM, preferring their own personal spreadsheets. Consultants manage their assignments by email, without centralised visibility. Clients wait several days to receive an update on the progress of their case.
- Commercial proposals drafted manually, with lead times that stretch out
- Client follow-up by email and telephone only
- Month-end invoicing, with manual reminders
- No visibility on profitability of ongoing business
Timesheets arrive at month end, expense claims a week later, and fees are invoiced against an estimate rather than time actually recorded. The gap surfaces at closing.
A tender response is put together by several people, with documents living in three shared folders and a deadline that does not move. The latest version of the technical proposal is hunted for while the clock runs.
Our pragmatic approach to commercial digitalisation
Starting from practical usage
We first analyse how your teams actually work, not how they should work according to the manuals. This approach enables us to identify the real barriers to tool adoption and design solutions that align with existing business practices.
Automating the essential
Rather than revolutionising all your processes, we focus on automating the repetitive tasks that waste time. The objective: to free your staff from multiple data entry and give them real-time visibility on their cases.
« The best digital tool remains the one that your teams use naturally, without three days' training. »
Solutions for real problems
Optimisation of your existing CRM
In the organisations we support, sales teams circumvent their CRM because it does not match their real sales cycles. A management consultant does not sell the way a software publisher does. We rethink how your commercial data is structured, starting from your actual business processes. The result: a tool the teams finally use, with a precise view of the pipeline and the opportunities.
- Data organisation rebuilt around your sales cycles
- Automated customer follow-ups and recurring tasks
- Dashboards matched to the business indicators of each sector
Client portal for B2B services
Your clients ring several times a week to find out how their files are progressing. That creates constant interruptions for your teams and frustration on the client side. We develop client portals that give a real-time view of the projects under way, the deliverables and the next deadlines. Each client reaches only their own information, at a level of detail suited to your sector.
- Real-time tracking of projects and assignments under way
- Secure document space for deliverables
- Online approval of commercial proposals
Automated proposal generation
What we see regularly: sales staff who spend a long stretch writing a commercial proposal by lifting material from earlier quotations. That hand-crafted approach produces pricing inconsistencies and response times that are too long against the competition. We put in place proposal generators that draw on your knowledge base and your price lists. The time sales staff spend on this task drops.
- Library of standardised modules and services
- Automatic pricing from your own rate cards
- PDF generation with your visual identity built in
Automating invoicing and reminders
Administrative teams spend their month-end preparing the invoicing, cross-checking information held in several tools. Reminders are sent by hand, with the risk of forgetting a significant receivable. We connect your invoicing system to your business tools so that invoices are generated automatically according to your contractual terms. Reminders are triggered automatically by your own rules, with scheduled escalation.
- Automatic invoicing based on project progress
- Scheduled customer reminders with configurable escalation
- Dashboards tracking collections
From quote to invoice
We connect commercial configuration, team allocation and billing so an accepted quote becomes a scheduled assignment with no re-entry and no double check.
Chartered accountancy firms must manage strict regulatory deadlines. IT services companies juggle between fixed-price projects and time and materials contracts. Consultancy firms work on long sales cycles with multiple stakeholders.
This diversity obliges us to propose modular solutions, which adapt to the rhythms and constraints of each profession. We avoid generic tools that force you to modify your working methods. The challenge: to save your teams time, not waste it on training and adaptation.
Key Performance Indicators
on manual drafting, through automated generators
following process optimisation aligned with teams' field practices
through the real-time visibility provided by the dedicated portal
Industrial Organisation Consultancy
This firm specialising in supporting industrial SMEs managed their projects on spreadsheets and by email. Consultants spent part of their day searching for information on their current assignments. Clients regularly called to enquire about the progress of their cases. We developed a client portal connected to their CRM, with real-time tracking of deliverables and project milestones. Each consultant has a unified dashboard for their assignments. Result: teams were putting their time into client assignments rather than administrative tasks, and the number of client calls fell.
Accelerate your digital trajectory in the B2B Services sector
Our sector experts work with you to define the roadmap for your challenges.
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