Consultancy and advisory services with taclia

Benefits of using taclia for consulting and consulting: Personalized and fast management

The consulting and advisory industry faces unique challenges that require specialized solutions. From the need to customize services for different types of clients to the efficient management of projects and communications, every aspect of the work must be optimized to maximize impact.

taclia app offers a comprehensive platform which not only improves operational efficiency, but also allows for deep customization through the use of custom fields, adapting to the specific needs of each client.

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Main uses of taclia for consulting and consulting

1. Customization using custom fields

One of the highlights of taclia is the ability to create custom fields. In the context of consulting and consulting, this functionality is invaluable. With taclia, consultants can configure specific fields for each client, such as:

• Type of enquiry: Identify if the service is strategic, financial, technological, etc.
• Customer industry: Record the industry to which the customer belongs, such as health, technology, manufacturing, among others.
• Customer Objective: Clearly define the objective that the client expects to achieve with consulting, such as improving operational efficiency, expanding its market, reducing costs, etc.

These custom fields allow for more detailed and accurate management, ensuring that services are exactly aligned with customer expectations and needs. Not only does this improve efficiency, but it also increases customer satisfaction by offering a truly tailored service.

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How to implement custom fields in taclia

For those interested in learning how to configure custom fields in taclia, a videotutorial which shows step by step how to take advantage of this functionality to improve client management in consultancies and advisories. This video explains how to create custom customer fields that allow us to record the type of consultation, the client's industry, and their specific objectives, among other details.

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2. Improved project and task management

taclia allows managing projects with a precision that adapts to the dynamics of consultancies and advisories. Assigning tasks, tracking deadlines and monitoring progress are done intuitively and efficiently. This ensures that all aspects of the project are under control, from the first meetings to the final delivery.

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3. Optimization of internal and external communication

Communication is a pillar in consulting and advisory services. With taclia app, all communications are centralized, allowing easy access to previous conversations, shared documents and project updates. In addition, clients can be kept informed about the progress of their projects, increasing transparency and trust in the services provided.

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4. Automation of key processes

Repetitive and administrative tasks, such as billing and appointment management, can be automated through taclia, freeing up time for consultants to focus on more strategic tasks. La electronic invoicing, meeting scheduling and payment management are handled efficiently, reducing the margin of error and improving workflow.

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5. Personalized analysis and detailed reports

Thanks to custom fields and integrated analysis tools, taclia allows you to generate detailed reports that reflect project performance and customer satisfaction. These insights are essential for adjusting strategies and optimizing service quality. The reports can be customized to show exactly the data that is relevant to each project or client.

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Testimonial from “Relocation to Barcelona”

The experience of other businesses in the guild that already use taclia can provide valuable insight into the benefits of this platform.

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“What we value most about taclia is its simplicity and usability.”

Relocation to Barcelona

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Conclusion

taclia app is a transformative tool for the consulting and consulting industry, offering solutions that not only improve operational efficiency, but also allow deep customization through the use of custom fields. When adopting taclia, the consultancies they can offer a service more adapted to the individual needs of their customers, improve communication and automate key processes, all while maintaining precise control over each project.