To mark the launch of the new Client Sense Business Development module, we caught up with our COO Phil Lowe and Steve Tyndall, CEO of Client Sense, to discuss how the software can enhance your new business opportunities and client retention capabilities.
In the video, Steve explains why the Business Development Module was created. He talks to Rob Brown about how the Business Development and Marketing teams, CEO and practice managers have historically had access to data information to help them win work and retain clients. However, there was still data available that was valuable to the lawyers and accountants - the relationship managers on the front-line.
As a result, the Client Sense Business Development portal was developed as a way for the relationship managers to be able to track the recency and frequency of their communication using a simple data-driven traffic light system. This allows visibility of when the last contact was made with key clients and means the relationship manager will be alerted when communication has surpassed the predefined time periods. For example, a relationship owner will see:
Client Sense is a crucial tool for any professional services firm as it allows the firm to see if relationships are being overlooked. Importantly, it allows the professional to focus their effort in the right place and at the right time.
With the Client Sense Business Development Module, gain visibility over each of the relationships being managed across the firm. Discover where they have or have not been maintained, allowing you to address any oversights promptly and proactively.
This is particularly relevant when teams are working from home. A firm can establish clear expectations, drive accountability and ensure that your team can focus on the most important contacts. The power of Client Sense is in its ability for the firm to quickly and easily:
Watch Rob Brown interview Phil Lowe and Steve Tyndall to discover the benefits of the Client Sense Business Development module and how all firms could immediately be in a better place by seeing what is happening firm wide.
This is the last in our series of Client Sense videos, catch up on all the videos here:
We understand that no two businesses are the same, each legal or accountancy firm has its own set of unique challenges. We maintain a comprehensive ‘library’ from which we can mix and match the right elements to build a truly bespoke solution.
Book a consultation to learn more about client retention through relationship intelligence for accounting and legal firms.
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…