Management consulting is a growing, $250 billion industry with more than 700,000 consulting firms providing services for all types of business globally, according to Inc. in 2017. Whether the consulting focus is strategy, operations, tax, finance, HR or IT, business consultants are integral to corporate life. From defining strategic direction to providing additional support to in-house teams to performing outsourced work, consultants are essential to the success of most large organizations.

In the consulting world, industry-leading global research and advisory firms, boutique consulting groups and every type of consulting organization in between face intense competition for business. Building networks of clients and contacts who can refer new business and help elevate awareness of a consultant’s expertise and value must be a high priority if consulting groups are to succeed.

Personal contacts with senior executives are the foundation for relationships that can yield repeat business and referrals over time. Consultants must organize and nurture these relationships and communicate regularly and effectively to market their services and build new business. Customer Relationship Management (CRM) is essential for managing these valuable, collaborative ecosystems and building and sustaining individual relationships in the competitive consulting arena.

CRM, Data Quality and eMarketing Solutions for Consulting Firms

CLIENTSFirst Consulting helps consulting groups succeed with CRM and marketing and business development technologies. The CLIENTSFirst team has more than 10 years’ experience delivering CRM consulting and data quality solutions to leading organizations. We simplify the complexities of deploying and maintaining CRM solutions and help our clients leverage CRM and technology to their full potential, to help achieve their business goals. To that end, our team provides expert CRM data cleansing and data management services and resources as well as eMarketing services and consulting. We support our clients from CRM system selection, implementation and training through integration with other systems. Our Data Quality Solutions team provides a variety of data transformation services and resources—from contact database assessments and expert CRM data cleansing services to outsourced data stewards. Our eMarketing team offers an array of services to manage vital communications with connections.

At CLIENTSFirst, our goal is to help our consulting clients apply CRM and technology to leverage the data and people within their networks and achieve returns on their substantial investments. We are here to help you succeed.

Select a New CRM


The CLIENTSFirst Consulting team has decades of experience helping organizations succeed with CRM. Whether you are in the initial stages of CRM selection, leading a new CRM initiative or attempting to enhance the success of your current implementation, our CRM consulting solutions and services are designed to help you succeed.

Improve Existing CRM

Data Quality Solutions

Make no mistake: there is no “magic bullet” for data quality in terms of systems or technology.  Good data quality requires good people. Our trained team of US-based data quality professionals, CRM data stewards and data quality consultants can help you put a CRM data cleansing strategy and plan in place and execute it to help you improve data quality, while reducing costs – and headaches.



eMarketing is more than just e-mail: it’s about automating communication processes to help enhance business development efforts and build lasting relationships with Clients. Our eMarketing consultants are familiar with all of the leading eMarketing and Marketing Automation software and systems. We can help you to choose the right technology, successfully implement and integrate the system and put processes in place to increase ROI and achieve eMarketing results.

Business Development Intelligence

Client Intelligence

In this competitive marketplace, a solid understanding of a Client’s or prospect’s business and industry is essential to successful business development. But for consultants, time is money, literally – and busy consultants don’t always have the time to devote to the research and the thorough preparation it takes to gain a competitive edge. CLIENTSFirst’s Client Intelligence reports deliver the insights and information consultants need to win new business, build relationships with existing Clients and make informed decisions. Beyond providing critical information about companies and industries, we can help to identify issues and challenges that represent new opportunities for business development.