Professional Services CRM Options From The Cloud

Posted by Joelle Colosi on Wed, May 02, 2012 @ 01:32 PM

Client Relationship Management (CRM) software is an essential tool for professional services firms focused on lead nurturing and maintaining client relationships.  The software energizes relational data by connecting people, organizations, relationships, projects, experience, and expertise to meet strategic objectives. Today, there are several options for crm software for professional services firms that are in the cloud.

Sophisticated industry leaders are familiar with the Cloud.  Accessing CRM software via the cloud allows users to access critical information with a little help from their mobile device.  Some CRM software solutions allow for upload of marketing collateral to support business development objectives.  Leadership and business development professionals with a mobile device can now capitalize on every prospective client meeting with easy access relevant content. 



Founded in 1999, is a pioneer in cloud-based CRM and offers services for business of all sizes.  In addition, there is a plethora of third-party cloud services that integrate with Users have the opportunity to leverage CRM date for other business initiatives, i.e. accounting, human resources, project management etcetera. 

Salesforce is not the only cloud CRM tool, there are other choices out on the market.  CRM tools range from free to extremely expensive.  A little investigation will help you discover how to incorporate the best combination of software components to effectively manage and engage your clients.  Examples of free and low-cost cloud CRM services include SugarCRM, vTiger CRM, Zoho CRM, Highrise, and Microsoft Dynamics.


Many relationships begin on the Internet.  Prospective clients are looking for project resources through Google searches, web sites, and social media venues.  From a marketing perspective, it is mission critical to have the ability to track and nurture prospective client activities using cloud CRM and inbound marketing services. The following offers a few options for incorporating social CRM...

Hubspot is an all-in-one marketing software incorporating leading nurturing and tracking, marketing analytics, social media monitoring, web site hosting and search engine optimization.  The software also integrates with

LinkedIn Profile Organizer Subscribers have the ability to add CRM features to the professional social networking account.  These features include the ability to organize and file clients and add notes to profiles.

Chatter is a social component to It allows for public exchange and a tool for 140-character exchanges. You can selectively choose to follow Chatter by person or group, i.e project teams, company initiatives, etc. 

With a range of cloud-base CRM options in hand, it is time to begin your plan for a greater “Connection.”  Check out our free guide to marketing from the Cloud. 

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Topics: Client Relationship Management

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