We aim to see the whole picture. We analyse, we work to understand the issues that are holding you back. We’re here to build a coherent, comprehensive transformation strategy aligned to your business ambitions.
Get in touchThe Symphony design methodology is logical, clear, and incisive. It identifies precisely what’s required to make things right and why. This ultimately makes your business technology work to maximum advantage.
We analyse your business in forensic detail. Because when you’ve factually defined the issues in full, you can fully understand what changes must be made.
We’re obsessively holistic about this. Implementing technology, aligning business processes, and dovetailing legacy systems with the whole – it all has to harmonise beautifully to achieve your goals.
Moving forward, we maintain the momentum, building on our partnership with you to develop new solutions that deliver ROI and support the changes and growth of your firm.
We’ll get your CRM, processes and systems all aligned and future-ready. So every part of your business can be easily harnessed to deliver growth - and to enable change, not hinder it.
Two of our newest clients in the USA and Australia have reduced their reliance on Practice Management in favour of SymphonyCRM but with the two systems integrated to ensure that connections to the Tax and Accounting platforms are maintained.
With SymphonyCRM positioned as the central source of truth one of these clients was able to deploy a new cloud based Document Management solution in turn providing mobile access for CRM and Documents. The next step includes deploying our TimeCapcha solution integrated to the practice management platform for mobile time-sheets.
We know how to build a solution that makes it easy to manage the client journey data, develop relationships, track referrals and utilise marketing automation.
Find out moreHaving partnered with many professional service firms, we understand what you require from your business systems, and how to create that ideal in reality.
Find out moreManaging data effectively, building client relations and maximising opportunities – we specialise in harmonising your systems so they’re easy to use and as productive as possible.
Find out moreNo two businesses are the same, each challenge is different. So we maintain a comprehensive ‘library’, from which we can mix and match the right elements to build your truly bespoke solution.
Symphony marketing automation is a powerful analytic and action tool, giving marketing and sales dynamically adjusted messaging driven by prospect and client behaviours…
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Symphony CRM can make all the difference to achieving clear business development processes throughout your business…
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You need timely and accurate data to make informed business decisions. SymphonyCRM lets you slice and dice your opportunities every way imaginable
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Today as never before, software application platforms must be able to ‘talk to each other’ and be updated dynamically – an essential state which Symphony deliver...
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Our approach means that practice management and CRM will operate as one. Underlying this integration is the fact that we’re committed to giving you measurable benefits – in tangible terms ….
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Vendor independent mobile timesheet solution meeting the needs of todays high impact professional…
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It’s not about CRM in isolation. The real goal is to implement solutions that connect all business functions – of which CRM will be a part…
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Naturally, we don’t see CRM mobile functionality as an add-on. Today and in future, business platforms must include a mobile strategy, when users are often away from the office and their desktop...
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Gaining a fuller view and understanding of the client journey is the goal, service line innovation helps it happen…
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A Powerful Platform for Accelerating Growth Through People
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SymphonyCRM adds more data privacy for GDPR Compliance
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SymphonyCRM, integrated to Advance Practice Management, has provided us with straight through processing capabilities upon which we have been able to deliver real transformation in terms of our sales, customer management, time recording and billing processes.
Symphony - APS provides the cornerstone for our practice management. Over the years the APS team have worked with us to build on the original time and billing platform to create a repository that holds our key client information. We’ve worked together to develop solutions to maximise our use of this data from integrated AML to managing work progress. Following a performance review of our existing system we will working together to achieve our goal of increasing efficiency and decreasing our back office costs.
Chantrey Vellacott had a long and well established business relationship with APS. So when the Firm initiated a strategic business transformation plan, a critical part of this was the identification and purchase of an appropriate Client Relationship Management system, to which Symphony became our natural choice. To hit our key objectives in the project we required complete compatibility with our Practice Management System, along with a consistent data collection, management and reporting capability. This then allowed us as part of the bigger strategy to put in place a robust framework to introduce and deliver clear sales processes across the firm. The full development of our customised version of Symphony was challenging, but the journey was made seamless by our professional working partnership with Symphony - APS.
We have been working with Symphony-APS for over 11 years now. One of the reasons for that longevity is the relationship we have with them, the team at Symphony really take the time to understand the culture of our firm and make sure that the solutions fit in with that. Using that understanding and engaging with the firm means that we have been able to utilise their expertise to provide solutions that other providers just wouldn't have thought about.
What we’re thinking, doing, reading, saying...
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New research by Deloitte reveals that two-fifths of employees use a mobile device for work, yet 21% use no technology device at all for work tasks. For accountancy practices, we know that constant client engagement takes you away from your desk and out of the office for varying periods of time.
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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.
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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Read moreTalk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…
