Marketing / BD / CRM Effectiveness Report

 a special beaton report on the clients of leading professional services firms 

Based on clients' feedback, these reports contain actionable insights that help guide your marketing, business development and client relationship management investment strategies. These in-depth surveys of clients, conducted in late 2017 and early 2018, are available in the following professions:


Consulting Engineering


Client centricity is key to growing your firm's business profitability 

Reaching new and retaining existing clients is one of the core pressures facing professional service firms as their industries experience disruption and transformation. Tightening budgets mean firms have to strategically target their engagement activities and make evidence-based investment decisions.

With more tools than ever to engage their clients, many firms struggle to quantify the effectiveness of various marketing, business development and client relationship management activities. Other firms worry whether in a crowded marketplace their engagement activities will get lost in the noise or become burdensome on their clients and prospects.

This Marketing/BD/CRM effectiveness research from beaton answers these questions and more!

Are you keeping up with the client engagement activities of your competitors?


More marketing and BD activities are taking on social media - 2 in 5 consulting engineering clients clients see regular social media activity by consulting firms. 1 in 3 legal clients see activity by law firms

1 in 5 clients report that they have been approached several times a year with speculative proposals from law and consulting engineering firms

Firms are investing in online relationship management, where 2 in 5 of all clients report that they are providing feedback to their professional service firms online


  • Which marketing and business development activities are most influential on clients choosing a firm

  • Which client relationship management activities are most influential on a client’s relationship with their firm

  • The frequency and preferred exposure to a professional service firm’s CRM, BD and Marketing activities

  • What drives clients satisfaction with a client relationship partner

This report explains 

This report helps you 


  • Focus and prioritise how your firm engages with clients and prospects

  • Identify market gaps in Marketing, BD and CRM activities that your firm can exploit

  • Identify where in the marketplace your competitors are not engaging their clients

  • Increase your consideration by prospects

  • Increase client satisfaction, relationship health, recommendation and repeat use

How you can purchase this report

To purchase a report get in contact with beaton now by pressing the button below or by emailing and one of our account managers will be in touch shortly to discuss your needs. Each report costs $10,000 +GST.


Client insights guiding your strategy 

This report is one of a series analysing the Voice of Your Clients in the professional services marketplace. Each report focuses on a topic of immediate strategic importance and contains interpreted insights into typical clients’ and prospects’ needs, the drivers of their buying behaviour and satisfaction with the value they receive from professional service firms.


As a leader in professional services research and advice, beaton’s trusted relationship with firms and their clients ensures these reports are based on a relevant cross-section of the market and contain rich, actionable findings.


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