Client Lifecycle Management for the future

It’s widely accepted that you should encompass all departments when you implement Client Lifecycle Management (CLM) including all sources of static and dynamic data, marketing processes, and value-added services into a unified decision supporting platform. But, one thing that’s often overlooked when it comes to this digital transformation of your firm is understanding the restraining forces within your business and their impact on any potential platform selection and implementation.

You need insights that provide a deeper understanding of the issues that your business and employees face. To do this you need to approach platform changes with a different mindset.

Ultimately new technology, such as CRM software for accountants, will mean a level of change in the business. This change is not just for the sake of it, or simply that you are told you need to digitise because everyone else is. It’s because it will bridge gaps between the silos of information for that unified view of client acquisition, retention, cross and up-selling thus streamlining workflows, freeing up time which benefits the business. It is also about engaging with employees and understanding the needs of the next generation of the workforce to help change.

According to PwC’s 22nd Annual Global CEO, eighty-five percent of CEOs agree that Artificial Intelligence (AI) will significantly change the way they do business in the next five years. But with 55% saying they are not able to innovate effectively, that’s insight not to be ignored. As the Samsung Next Mobile Economy Report points out, you have to cater for the next generation and they expect modern technology that will allow them to do the best job, otherwise, you may find these youngsters leaving to go to another company that can provide the technology that allows them to do a job effectively and with flexibility.

This type of insight is invaluable and there to take heed of and help you create a better workplace for the future. Implementing the right software platforms for your business is part of the future-proofing process. The technology company that you choose to partner with is also an important part of the process to help you ‘innovate effectively’. Your technology partner should be clear on the change that is needed and how it will be implemented. They should certainly understand your unique set of challenges that your business is up against.

Talking to us about our Envision methodology will help clarify why a change is needed, and how it will be implemented before deciding what technology platform to invest in.

If you’d like to know how we work with legal and accounting firms like yours please get in touch by email


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