How Talygen Can Be Used by Consulting Companies Monday, September 05, 2022 | Expense Tracker

There are times when companies will need to seek expert advice on a particular project. In these cases, the company will hire a consulting firm. However, these consulting firms also have the needs of any other business, such as managing clients and employees. Therefore, it is very beneficial for consulting companies to use an all-in-one software solution to handle these needs. Consultants can use Talygen for customer relationship management, project management, invoicing, expense tracking, appointment scheduling, and employee management.

Overview of Talygen Modules

One of the most important aspects of Talygen that consulting firms can use is its customer relationship management (CRM) system. A CRM system keeps a record of an organization’s communications and activities with current and potential customers. In Talygen’s CRM system, consultants can view analytics and create reports based on customer and lead data. Talygen also includes a lead management module where users can observe the sales pipeline and upload files related to a particular lead. Users can also send to clients and leads directly from the system. When consulting companies have a robust CRM system in place, they can improve client communications and retention.

Consulting companies can also use Talygen’s project management software to communicate with their clients. A project management system allows a client to observe and give feedback to the organization on an assigned project. Talygen’s project management software lets clients and consultants view details related to a project via Gantt charts. Clients can also view the total hours worked on an assigned project. Furthermore, clients can request a quote for a new task or project via the dashboard. Consultants can share feedback with their clients via Talygen’s instant messaging system or upload files to the document storage system. Having a project management system in place can help further improve a consulting firm’s client relations..

Another Talygen module that consulting companies can use is the invoicing system. In Talygen’s invoicing system, clients can view their current and upcoming invoices. Managers of the consulting firm can create billing rules for individual clients. These billing rules can include metrics such as whether the client is billed hourly or daily. Taxes and discounts can also be applied to custom invoices. After sending an invoice to a client, users can remind them to pay the invoice via an automated email. Talygen’s invoicing software also supports multi-national currencies and a range of payment gateways such as PayPal, Authorized.Net, and Stripe. When consulting firms have an efficient invoicing system, they can increase efficiency and reduce the amount of paperwork that must be done.

Consulting firms can also use Talygen’s online business expense tracking software. Talygen’s online business expense tracker can be used to track the spending expenses of an organization. Employees can submit their project expenses to the system and get reimbursed by management. The Talygen app allows users to upload their receipts. Managers and company admins can approve or deny users’ project expense reports. If the agency’s budget is tight for a particular project, managers and admins can limit the amount of expenses for the project. Clients can view the expenses via the client portal. By using online business expense tracking software, consulting companies can efficiently manage their funds and easily reimburse employees for projects and trips.

Consulting firms can also use Talygen’s appointment scheduling system so clients can schedule in-person or virtual meetings regarding a project. Clients can access the firm’s appointment scheduler through the branded client portal. The client portal allows clients to schedule recurring appointments for ongoing projects. The firm’s employees can then view and manage the client appointment list. By having an appointment scheduling system in place, consulting firms can improve their levels of efficiency.

Finally, consulting firms can benefit from using Talygen’s employee management software system. The employee management system can be used for hiring new employees and managing current staff. The hiring module is used to post job offers on the consulting firm’s website and can be adjusted to be open to all applicants or internal candidates only. Training for new hires can also be conducted via Talygen. Workers can also apply for paid time off via the employee management system, and managers can approve or deny these requests. When consulting firms have a robust employee management system in place, they can improve efficiency and employee satisfaction.

Conclusion

It is beneficial for consulting firms to use software systems to organize and manage information on clients and staff. Instead of purchasing multiple software systems, investing in an all-in-one software solution is much more cost-efficient. Talygen is a valuable resource for consulting firms to use and can assist them in customer relationship management, project management, invoicing, business expense tracking, appointment scheduling, and employee management. For more information on how consulting companies can use Talygen, https://talygen.com/crm/ to schedule a meeting with a team of experts.

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