Professional Services organizations prosper and reach their fullest potential when they have a steady stream of new business. Whether an organization relies on word of mouth referrals from clients and affiliates, employs their own sales force or an outside group to assist with driving revenue, the end result is the same: to grow (survive), the group must sell.. The FirmWorks Advantage Manage opportunity relationships by association and centers of influence. Develop referral network, Opportunity metrics for measuring effectiveness of the firm's marketing efforts. Immediate access to all marketing related materials, plus template driven mail merge features for mass mailings and custom proposals.  Opportunity Relationships FirmWorks provides the tools and methodologies to maintain relationships that are important to developing the practice and bringing in new business. These relationships include prospects, referral sources, client centers of influence, and more. Capture key information about client associations; bankers, attourneys, etc...   Additional Features & Benefits Develop referral network and track referral contributors. Capture detailed information about prospects and opportunites associated with them. Automated reminders for follow-up calls. Capture information about those entities that influence clients and prospects.  Opportunity Metrics FirmWorks provides the neccessary information and tools to measure the effectiveness of the firm's marketing efforts. Opportunities can be setup by event and type. FirmWorks provides metrics views to guage and forecast anticipated new business.   Additional Features & Benefits Assign anticipated % close ratio for more accurate forcasting of anticipated new business. Determine which firm members are bringing new business to the firm. Measure the effectiveness and return on investment of specific marketing campaigns. Determine which referral entities are bringing the most new business to the firm...  Access to Marketing Collateral FirmWorks provides a central location where all or select firm members can access the firm's marketing collateral. FirmWorks also provides automated tools to generate template driven proposals and engagement letters. Mail merge features make it easy to generate mass mailings.   Additional Features & Benefits Access to firm knowldge base for accurate assessment of service fees for engagement letters and proposals. Access to firm's marketing collateral; ad slicks, newsletters, flyers, etc... Store proposals and engagement letters directly in the opportunity form for the client or propect. Easily generate mass mailings using MS Word™ mail merge. ©2001 Knowledge Concepts, Inc. All rights reserved.             | Privacy Statement | Contact |