relentless pursuit of new software platforms and process to transform Accounting and Legal firms
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.
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.
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.
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.
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.
Adam IrwinChief Operating Officer, Pitcher Partners - Sydney
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.
Alison ClackDirector of Business Transformation, Mazars
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.
Justin Waddilove Chantrey Vellacott
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.
Toby WoodheadBusiness Process Analyst, Armstrong Watson
Insights from the Blog
What we’re thinking, doing, reading, saying...
CRM and marketing automation for effective lead nurturing
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.