Professional Services

We deliver solutions that improve productivity, profitability and efficiency for professional services organisations

Empower your sales team with enhanced customer insight

Gain a single view of your customers and their interactions online and on social media
Gather preferences and trends in order to unlock cross sell and upsell opportunities
Deliver efficient, interactive sales pipeline reporting to enable accurate forecasting

Engage with your customer across all touchpoints

Engage with your audience across social channels to create brand champions and maintain reputation
Identify and resolve cases quickly by logging and routing them to the best team for resolution
Provide customers with proactive updates on cases via personalised online portals

Plan, execute and report on all marketing activity

Deliver targeted marketing campaigns based on demographics and preferences of your customers
Manage campaigns and events, including all costs, ROI, leads and opportunities
Use social engagement to identify trends and keep an eye on the competition

“We now have one location for all our key information regarding our members. We used to have many contact records for the same person and they would be out of sync completely.”

Mark Harris

Head of IT
Pool Reinsurance

View the Case Study

Our expertise in the professional services sector

Dynamics 365

Office 365

SharePoint

Valo Intranets

Some of the private sector organisations we work with