We want to hear from you: Please share the state of CRM at your firm for our annual industry research report

We want to hear from you: Please share the state of CRM at your firm for our annual industry research report

Much has changed in business development since we did last year's "State of CRM at Professional Services Firms" industry report.?

As we enter the last quarter of 2022, the economic climate is uncertain, hybrid work policies are still in flux, and demand in some areas of business is rising, while falling in others.?And for all of these reasons, relationship management is especially crucial to the survival of firms like yours.?

?As we near 2023, we're eager to learn how current conditions in professional services are affecting business development and, in particular, the adoption of CRM for sales pipeline management.?And, we're confident the study results will be useful in determining how your firm compares with hundreds of others.

We invite you to participate in this year’s survey, which should take no more than 10 minutes. Participants will receive a white paper revealing survey results and be entered into a drawing to win a?$50 Amazon gift card.

The insights you will learn from the report include:

  • The top marketing and business development challenges at service firms
  • The percentage of firms that have and use CRM successfully
  • The CRM platforms utilized most by each industry segment
  • The CRM features that are most and least helpful in managing marketing and business development initiatives
  • How business development culture affects CRM adoption
  • How the most successful firms maximize their CRM investment

Your feedback is greatly appreciated and responses will be kept anonymous. Take the?10-minute survey.

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