In the case of Mazars, one of the largest accounting firms in the UK, they have improved their efficiency to the tune of 2,000 recovered hours by eliminating repetitive data entry after deploying Sugar.
When looking for a new CRM, Mazars wanted a solution that could evolve with its business and aid in maximizing its customer and prospect experience, while improving operational efficiency. Specifically, the firm offers a range of specialist services to its clients, and previously used numerous different systems to deliver them. With multiple systems came multiple points of data entry and redundancy.
In implementing the best solution to address its needs, Mazars worked closely with its partner Symphony, a company that partners with accountants, consultants and other professional services firms to help IT systems work better together. Symphony already had a close relationship with Mazars, providing them with its “Advance Practice Management” system. Symphony is also an OEM partner of SugarCRM, so when Mazars decided to invest in Sugar it meant that they had two strong relationships they could rely on to drive the success on the implementation.
Since the introduction of Sugar, Mazars has seen an improvement in its business processes, a reduction in the amount of time spent on data entry, and better integration of its systems. Prior to Sugar, the business required a manually-generated internal billing code for each new client in its finance system. This time-consuming task has now been removed by the new platform, with billing codes generated within minutes automatically.
By working to deliver one data entry point and improve processes to ensure quality control, Mazars estimates it has already witnessed a significant 200-hour reduction in the manual processing time per month. The firm has also been able to enhance its audit trail and improve its new business processes by integrating risk assessment forms and capability to better monitor its pipelines and analyze bid losses and wins.
For more details on Mazars’ success with Sugar, please read the entire case study.