Beacon Advisory Cuts Software Costs by 60%
How a 14-person consulting firm replaced two enterprise tools with one platform — slashing costs while delivering better client outcomes.
The Challenge
Beacon Advisory was spending over $5,000 per month on Salesforce and Asana — tools designed for much larger organizations. Salesforce managed their client pipeline and relationships, while Asana tracked engagement deliverables and internal projects.
Neither tool was configured for consulting workflows. Consultants spent more time updating systems than doing client work, and the firm was paying enterprise prices for features they never used.
- $5,200/month on Salesforce and Asana licenses
- Consultants spending 30% of time on tool administration
- Client pipeline and project delivery completely disconnected
- No single view of client engagement health across the firm
The Solution
Beacon Advisory migrated off both enterprise tools in three weeks, consolidating CRM, project delivery, and client reporting into Dewx at a fraction of the cost.
GTM Hub — Client Pipeline
Track prospects from first touch to signed engagement with full proposal and contract workflows.
CX Hub — Engagement Delivery
Manage client deliverables, milestones, and consultant assignments in one project workspace.
Portal — Client Reporting
Share progress updates, deliverables, and insights through a branded client portal.
Dew AI — Proposal Writing
AI-drafted proposals and executive summaries that cut prep time by 75%.
The Results
60%
Reduction in software costs
30%
More time on billable work
75%
Faster proposal preparation
2 → 1
Tools consolidated into Dewx
Timeline
Migrated client pipeline from Salesforce; configured engagement templates and proposal workflows.
Moved active engagements from Asana; launched client portal for deliverable sharing.
Deployed AI proposal tools and trained all consultants on the unified platform.
Software costs down 60%; consultant utilization up 30% across the firm.
“We were paying Salesforce prices for a 14-person firm — it was absurd. Dewx gives us everything we actually need at a fraction of the cost. Our consultants are spending 30% more time on client work instead of fighting with tools.”
Features That Made the Difference
Pipeline Management
Track prospects through your consulting sales cycle.
Engagement Delivery
Milestones, deliverables, and assignments in one view.
Client Portal
Share updates and reports through a branded portal.
AI Proposals
Draft proposals and executive summaries in minutes.
Consultant Utilization
Track billable vs. non-billable time per person.
Engagement Billing
Time tracking and invoicing tied to engagements.
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