Logical, clear, and incisive. We identify precisely what’s required in any change and why. This is how we make technology work to maximum advantage.
CRM - processes, technology that are aligned and future-ready. Harnessing every part of your firm 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.
The modern accounting firm will not benefit by deploying a CRM or Practice Management system alone. It takes much more than simply having the technology at your fingertips to make such platforms successful.Find out more
It is widely accepted that the overall scope of a Client Lifecycle Management (CLM) implementation should encompass all departments of a law firm, which generally brings all sources of static and dynamic data, marketing processes, and value added services to a unified decision supporting platform through iterative phases of client acquisition, retention, cross and up-selling, and even client win-back.Find out more
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 more
No 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 - 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.
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.
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.
What we’re thinking, doing, reading, saying...
For more insights, discussions and thoughts...Read more
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…