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, key business relationships, track referrals, events,marketing automation, client take-on and integration to other firm wide and client service platforms.
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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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 have been a supplier of Mazars for over 10 years, I personally have worked with them for the past 3 years and we have a strong, productive relationship. The Symphony team have worked with us on a number of strategic initiatives particularly regarding integration of systems. The most recent project, delivering an integration between our CRM solution and Practice Management, has helped us to reduce processing times and improve SLAs on production of matter codes. Their experience and understanding of our business, coupled with their knowledge of emerging technologies and how they can be applied to the challenges we face is of real benefit the firm and to me with the transformational objectives of my role.
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.
Over the last sixteen years we have relied on Symphony to be a knowledgeable, flexible and valuable sounding board, acting as a catalyst for many of our investment decisions. Our recent strategy workshop, facilitated by Brian Coventry, enabled us to align our IT strategy directly with our business development strategy, setting both context and prioritisation for all stakeholders within the business to understand.
What we’re thinking, doing, reading, saying...
Here, we’ve rounded up some of the key CRM insights and trends for professional services firms to take note of in 2019.
Xerocon London is one of the key dates in the calendar. We read with interest that Chris Hoy, world champion and six-time Olympic gold winner was a true inspiration at the conference this year, just as much as he is on his bike.
Symphony APS comments on Millennials and the workforce of the future. Nurturing their tech savvy skills is a must and offering the right package to attract and retain staff essential.
For more insights, discussions and thoughts...
Read moreTalk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…
