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 touchLogical, 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 moreIt 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 moreWe 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 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 should 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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One streamlined system for all your data, at a glance
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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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With Symphony’s expertise, we’ve now got a complete holistic overview of clients and potential prospects. The integrated system has not only allowed us to centralise solutions, providing full visibility across the entire practice, but also to develop systematic automation to some key compliance processes and repetitive tasks positioning us as consultative rather than compliance based. Symphony had a great understanding of our business and intimate knowledge of the key systems used within the practice. Therefore, they were able to provide a truly tailored solution. Their team’s willingness to work with the practice to arrive at outcomes tailored to our requirements and being prepared to start the process without having all the answers and then invest the time in finding them is second to none.
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.
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.
What we’re thinking, doing, reading, saying...
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?
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.
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.
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…
