CRM for IT services & consulting
Turn RFP lists and referral spreadsheets into a working pipeline.
IT services teams juggle inbound RFPs, partner referrals and outbound lists in different formats. promptCRM brings them into one shared prospect pool your BDs can work from.
Common challenges
- Prospect lists arrive from partners, events and outbound tools in inconsistent formats
- BDs spend hours reconciling spreadsheets before they can start outreach
- Deal handoffs between pre-sales and delivery lose context
Measurable outcomes
- Less time spent cleaning spreadsheets before outreach starts
- One pipeline view across pre-sales and delivery
- Nothing falls through the cracks between proposal and contract
Recommended setup
- 1Import prospect lists from events, partners and outbound tools as-is
- 2Qualify by industry, company size and technology stack in the shared Database
- 3Convert qualified prospects to Leads and route by practice area
- 4Track proposals through Quotes and Sales Orders once scoped
Example Prompt commands
“Show prospects tagged 'cloud migration' with no owner.”
“Convert prospects from the Q3 partner list into leads.”
“Draft a follow-up for the RFP due this Friday.”