Events, Publications & Referrals
Business development and marketing teams are demanding more robust solutions to key functions that they have to manage.
Managing the data and information requirements in relation to events is cumbersome, often spreadsheet-based and with no interaction to the individual in the CRM. Creating and maintaining the ever-moving approvals, registrations and attendances is difficult.
Referrals are being managed in spreadsheets and often by individual partners. There is no clear picture of what the referral pipeline is for both inbound and outbound opportunities.
GDPR has placed tighter demands on ensuring that client preferences in relation to receiving published material from the firm are adhered to and the current email marketing platform, is not up to the multiplicity of options that need to be covered.
Referrals
Moving from a passive state to one that is active will require an integrated solution that monitors inbound and outbound activity.
Richer Relationships
In organisational management, relationships are everything. Building and nurturing successful, long-term relationships is at the very heart of it.
The aggregation of multiple LinkedIn sources into one platform promotes effective communication and internal relationship mapping.
Leveraging Key Business Relationships
The dynamics of buying and selling are not equal. Getting clear on what to communicate and when to engage the business development talent and referral relationships are vital for the efficient use of skills which in most firms do not form naturally.
The Problem
- Managing events is cumbersome and there is no integration to the CRM.
- Referrals are managed in spreadsheets and often by individual partners. There is no clear picture of what the referral pipeline is.
- Clients preferences in relation publications are not being managed resulting in mistakes sending incorrect material and potentially without consent.
- Referral lists are not integrated to the opportunity and pipeline management in CRM.
- Determining the effectiveness of a key business associate is not possible because the information on inbound and outbound is not easily accessible.
The Solution
- Ensuring the CRM platform has a specific module that manages each event effectively and the history in relation to delegate responsiveness and attendance.
- Ensuring the CRM platform has a specific module that manages both inbound and outbound referrals for a key business associate.
- Like Events the management of publications needs to record the choices that a recipient of firm content prefers with views from a publication catalogue and individual client perspective.
- Each referral should be connected to an opportunity in the pipeline and have inbuilt functions for tasks management that is visible across the firm.
Symphony solutions to solve this
SymphonyCRM
Powered by SugarCRM our solution has been enhanced to include modules that deal with Referrals, Events and Publications. An incredibly powerful catalyst for change it has the capacity to absorb outdated functionality in legacy systems and the creation of a modern ‘joined-up platform that eliminates data silos.
Practice Portal
Practice Portal has a simplified method of capturing referrals.
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Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…