Service and consultancy companies

For service and consultancy companies

One of the most common challenges for consulting firms is keeping track of all the projects and clients while working on bringing in new business. GoalEnvision helps keep the focus on the strategic goals while working with operational systems such as case management or CRM.

Another challenge is to have an overview of the employees' competences and work environment. GoalEnvision offers the opportunity to set goals within the employee perspective and follow up on these with surveys or expert opinions. This can help improve the work environment and increase employee motivation and engagement.

A third challenge is having an overview of finances and being able to make decisions based on data. GoalEnvision offers the possibility to measure the financial performance of the strategic goals and to connect the tool with financial systems to get a better overview.

A fourth challenge is keeping track of the market and competitors. GoalEnvision helps to place the goals within the market perspective and to have an overview of business intelligence, target groups and customer satisfaction.

A fifth challenge is having an overview of internal processes and production performance. GoalEnvision offers the opportunity to set goals within the business perspective and to follow up on these with objective measures such as average processing time or number of customer visits.

GoalEnvision is the perfect tool for service and consulting companies that want structured and effective strategic goal setting and execution. With GoalEnvision, you can address market understanding, sales, operational, people and financial challenges in a structured way and measure progress towards your goals.

Here are five areas where GoalEnvision is particularly good for service and consulting companies:

1. Market understanding: With GoalEnvision, you can define market understanding goals and measure progress towards them. You can also define prerequisites that must be met to reach the goals, such as conducting a customer survey or analysing competitors.
2. Sales: With GoalEnvision you can define goals for sales and measure progress towards the goals. You can also define conditions that must be met to achieve the goals, such as developing a sales plan or running a campaign.
3. Operations: With GoalEnvision you can define goals for internal processes and measure progress towards the goals. You can also define the conditions that need to be met to achieve the goals, such as improving the quality of services or developing new procedures.
4. Employees: With GoalEnvision you can define goals for employees and measure progress towards the goals. You can also define conditions that must be met to achieve the goals, such as developing employee competences or improving the working environment.
5. Finance: With GoalEnvision, you can define goals for financial performance and measure progress towards the goals. You can also define conditions that must be met to achieve the goals, such as increasing revenue or reducing costs.

 

Customised solutions for business growth

With GoalEnvision, service and consulting companies can customise their growth objectives to unique business needs. The platform helps identify and formulate strategic goals that reflect the company's ambitions and market position. By defining clear growth objectives that focus on increasing sales, market expansion and improving customer satisfaction, companies get a concrete framework to drive sustainable growth.

 

Effective customer relationship management

For consulting firms, the relationship with clients is central. With GoalEnvision's in-built CRM integration, companies can easily manage and track customer relationships at every stage of the sales cycle. The platform offers tools to measure and improve customer satisfaction through systematic follow-ups and reports, ensuring long-lasting and profitable customer relationships.

 

Resource optimisation

By using GoalEnvision, companies can optimise their resources through clear allocation and real-time follow-up. Consultancy and service companies can monitor work efforts, identify bottlenecks and ensure that the right resources are used on the right projects at the right time. This leads to increased efficiency and improved productivity.

 

Insight-driven decisions

GoalEnvision gives companies access to insightful data and analyses that facilitate informed business decisions. The platform's reporting tools collect relevant data from different business areas and create clear, visual reports that can be quickly utilised.