💬 What Are Your Biggest Challenges in the Consultancy Industry?

Pedro Roda

Navigating the consultancy world comes with its unique set of challenges: from managing client expectations to streamlining operations.

We'd love to hear from you:

• What are the most pressing pain points you face in your consultancy work?
  
• Are there specific hurdles in client management, sales processes, or tool integrations that you encounter?
  
• How do you currently address these challenges, and where do you see room for improvement?

To help you navigate these challenges, check out this comprehensive guide on CRM best practices tailored for consultants: https://www.pipedrive.com/en/blog/best-practice-crm

Let's collaborate to overcome common obstacles and enhance our consultancy practices.

Share your thoughts and let's start the conversation! 👇

Josh Monifi

Hello! We are a consultancy who runs programs on behalf of energy utilities. These highly-regulated entities are very concerned about data security and how we use the information they provide to us, much of which we want to put into Pipedrive so that we can recruit into their programs for them.

Internally, we are going through close contract reviews to see what type of information we can and cannot store in Pipedrive, what we need to delete at the end of contracts, who we can request an opt-in from for general marketing purposes, and more.

Has anyone else given such a careful thought to the data they put into Pipedrive?