Symphony to launch Client Sense platform at LPM South
We’ll be launching our new client retention and business development platform, Client Sense, for legal professionals at LPM South on 10 February 2020.
CRM and marketing automation for effective lead nurturing
Having client relationship management (CRM) software aligned with marketing automation will see professional services firms manage referrals and prospects effectively through a comprehensive method of recording inbound and outbound communication. But what exactly does this entail?
CRM software of the year award winners!
We’re delighted to have won the CRM Software of the Year Award at this year’s Digital Accountancy Awards. These prestigious awards recognise both rising stars and established leaders among the institutions who make up the global accountancy profession.
CRM for accounting firms
Here, we’ve gathered together reasons why an accountancy practice should consider a fully integrated CRM platform for their firm to help them improve business development and client liaison through a connected flow of prospect and client information.
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Advantages of mobile CRM
With an estimated 3.7 billion mobile phone users in the world*, considering a mobile CRM solution could help future proof your firm. Its use not only offers benefits to employees by giving them autonomy through personalised features, but also the business through increased productivity as a result of real-time access to information, and reconciliation and billing capability.
How embracing technology can help firms reap growth
The PWC Law firms’ Survey 2018 identified that 63% are concerned with speed of technological changes and its threat to growth. This is one of the four areas, as a result of the survey, that PWC has flagged for law firms to think about to move forward and remain robust in changing times. Of course, this also applies to the accounting sector.
Take a holistic approach to implementing AI
With up to 85% of UK businesses said to be looking to invest in AI by 2020*, can professional services firms afford not to be in the mix?
Price Bailey and Symphony reach a landmark agreement on Practice Portal
As of July 4, 2019, Symphony acquired the exclusive global rights to market, develop, deploy and support Practice Portal in the Accounting and Legal professions.
Power of CRM for the individual
For professional services firms, to fully reap the benefits of CRM (client relationship management) for the entire client-facing organisation, those who use the system every day must actually want to use it. No matter how grand your plans are for the CRM tools you use, they will fall short unless every user is committed.
Symphony launches its first AI and the Future of Accountancy report
Senior figures from top UK and International accounting firms took part in our first AI and the Future of Accountancy report. There’s a lot of hype surrounding AI and we wanted to cut through the noise to get a real sense of what is happening in the industry. So, we embarked on this journey to gain a deeper understanding of the future requirements of AI within leading accountancy firms.
Client Lifecycle Management for the future
It’s widely accepted that you should encompass all departments when you implement Client Lifecycle Management (CLM) including all sources of static and dynamic data, marketing processes, and value-added services in to a unified decision supporting platform.
Envision your firm of tomorrow
Whether you have a CRM solution in place, or you’re searching for a new one, you will be on the hunt for the right solution that will add value to your business. But, to be able to future proof your firm of tomorrow you really need to understand the current solution or processes you may have in place to get a clearer picture of what you may need.
Get involved with Symphony at the AAIT
As well as being a headline sponsor of The Alternative Accountancy Strategic IT Conference on 19-20 March 2019, we’re also supporting an interactive and informal Roundtable discussion on 19 March.
Symphony - headline sponsors of The Alternative Accountancy Strategic IT Conference
We’re delighted to announce that we’re a headline sponsor of The Alternative Accountancy Strategic IT Conference on 19-20 March 2019.