News and Case Studies

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The benefits of a data driven approach

We recently held an interactive webinar focusing on how legal and accounting firms can create real-time visibility to identify, protect and grow client relationships. One of the key points discussed in this webinar was about the challenges faced by marketing and business development teams.

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Interview with Adam Irwin, COO, Pitcher Partners - Sydney

We recently chatted with Adam Irwin, Chief Operating Officer, Pitcher Partners – Sydney, for further insight into how Symphony helped the accounting firm. Watch the video to understand how a holistic approach has provided the firm with increased visibility of opportunities. 

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Unlock data to win work and keep clients

Our CEO, Brian Coventry, has shared his insight into how your accounting firm can unlock data to win work and keep clients in the latest issue of International Accounting Bulletin.

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Brian Coventry announced as speaker at AAIT Conference

Our CEO Brian Coventry is one of the speakers on the packed agenda of the The Alternative Accountancy Strategic IT Conference (AAIT). He will be covering: How will technology businesses serve the modern accountancy practice? He will give delegates insight into long-term strategies.

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Symphony to reveal Client Sense platform at AAIT Conference

We’re delighted to be back at The Alternative Accountancy Strategic IT Conference (AAIT) where we’ll be launching our new client retention and business development platform, Client Sense, to the accounting delegates.

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Using data to drive revenue and win clients

Our CEO, Brian Coventry, talks about how relationships drive revenue in the January issue of LPM magazine.

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Brian Coventry discusses our award-winning CRM Software in IAB

In the January issue of International Accounting Bulletin (IAB) our CEO, Brian Coventry, talks about how we help accounting firms implement software platforms to enable higher levels of client management.

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New data-driven client retention and business development solution

Symphony has added a new platform to its core offering of client management solutions. Client Sense – the data-driven, client retention and business development solution - is now available for the accounting and legal sectors through Symphony.

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Symphony to launch Client Sense platform at LPM South

We’ll be launching our new client retention and business development platform, Client Sense, for legal​ professionals at LPM South on 10 February 2020.

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The human face of CRM

The ‘2020 Global Marketing Trends: Bringing authenticity to our digital age’ report from Deloitte is an in-depth must read for professional services firm’s leaders.

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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?

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Crm Software Award Winner Blog

CRM software of the year award winners!

​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.

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CRM for accounting firms

​​​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.

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Benefits Of Mobile Crm News

Advantages of mobile CRM

With an estimated 3.7 billion mobile phone users in the world*, considering a mobile CRM solution could help future proof your firm. Its use not only offers benefits to employees by giving them autonomy through personalised features, but also the business through increased productivity as a result of real-time access to information, and reconciliation and billing capability.

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