CRM trends of note for professional services
Here, we’ve rounded up some of the key CRM insights and trends for professional services firms to take note of in 2019.
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.
This allows more time spent developing relationships with your clients which in turn supports growth within professional services firms such as legal and accounting. Still not convinced? Here we take a closer look at the advantages of mobile CRM.
With mobile CRM you can connect colleagues seamlessly with information available at the touch of a button. With the ease of updating, everyone is kept in the loop. So, whether you’re working remotely or running between meetings, you’ll have the latest information to hand.
You don’t need to head back to the office to log on. You can access your mobile app during or straight after a meeting to input actions and next steps with all information seamlessly integrated in real-time. This not only allows you to concentrate your time liaising with your prospects and clients, as you don’t need to wait until the next day to input information but also helps improve data quality with the immediacy of noting discussions. Think of mobile CRM as a great tool to nurture relationships which in turn provides leads.
With the ease of accessing essential data about prospects and clients, this increases opportunities to see and enhances productivity from wherever in the world.
We understand that no two businesses are the same and require unique ways of working, this is the same for the mobile CRM you choose. Opting for a solution that can be tailored to your needs by integrating into any practice management system and used on tablets or mobile phones, iOS, Android or Windows is a real advantage to your business. This is why we developed Symphony’s mobile CRM and mobile timesheet solution which can be personalised to the individual. Not only that but because the CRM platform integrates to your practice management software it means that data between both systems are updated via the mobile app.
The app must be user-friendly - goes without saying really! But it is important to research solutions so you can make sure whichever option you choose; your employees will want to use it. You need buy-in from the teams to make this a really effective tool.
We developed our mobile CRM solution through extensive user experience, combining simple graphics that make it a great choice to work with.
A mobile CRM solution with timesheet integrated is a great benefit. Being able to complete a timesheet on the move becomes second nature and is easy to do to and from work so you don’t need to be thinking about this when you get back to the office or on the train home.
If you’re an accounting or legal practice looking for a mobile CRM solution that’s simple and attractive to use and more than merely functional, get in touch via firstname.lastname@example.org.
Sources: *Statista via Forbes
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