Clients

  • Professional Services

Professional Services Firms using RCM strategies and applications have clear advantages over competitors who rely solely on internal contact management databases.  Relying on just partners or consultants who have direct relationships with a targeted company is no longer the only relationship option.  RCM analysis and strategies help bring your entire organization’s relationship capital to bear on an objective.

Leading consultants and law firms use the BoardEx global leadership database and proprietary analysis for client development activities.  Unlike single user business networking applications, BoardEx services are integrated and deployed on an enterprise level allowing a company-wide view of relationship capital.  BoardEx data and analysis is linked directly to internal client databases, providing support for high level strategy and business development efforts.  BoardEx is a natural extension of a firm’s CRM system acting as a critical data source on individuals and companies as well as providing a far more comprehensive view of relationship capital.