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.
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Implementing a new CRM system
Implementing the latest CRM (Client Relationship Management) system at the heart of your organisation could provide the competitive advantage you’re looking for to manage client data effectively while maintaining GDPR compliance.
Skating towards the puck
I was introduced to the phrase "Skating to where the puck is going to be" by Gary Boomer of Boomer Consulting Inc in the USA. Its a mind set that has served me well. It sure beats staying with the status quo.
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TimeCapcha Mobile Version 1.2
TimeCapcha the business of charging more time, smarter, for Advance Practice Management. High fee earners can spend much of their chargeable time out of the office and in client meetings. Smartphone technology delivers the convenience that high impact professionals demand.
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Symphony aligns with Boomer Consulting Inc.
Most accounting firms struggle with how to grow and maintain relevance. Boomer have developed a unique model that focuses on the five areas critical to a firm's success and future-readiness: Leadership, Talent, Technology, Processes and Growth.