Our CEO, Brian Coventry, has been announced as speaker at the Association for Accounting Marketing (AAM) Summit (24-26 May 2021).
As businesses moved to remote working during the COVID scenario, we witnessed the acceleration of digital transformation within firms and the significant increase in the adoption of Microsoft Teams as a way of communicating and collaborating.
With increased online interaction. Brian will look at how relationship intelligence is a missing component of Client Relationship Management (CRM) systems and the challenges in relation to the quality of data needed to manage relationships with clients, prospects and key business associates.
Data-driven management information is invaluable to your business development team. The better informed you are, the better prepared you can be for continued growth and success.
Topic: Brian Coventry discusses ‘CRM and Relationship Intelligence – are you staying relevant to your clients?’
Date: 25 May 2021
View the full agenda and book your place to discover how relationship intelligence can complement your CRM system to help you manage, protect and grow the relationships that drive revenue for your firm.
The AAM Summit features a host of keynote speakers providing attendees with best-practice insight and advice, whilst introducing new strategies and tactics.
At Symphony, we specialise in offering products and services for professional services firms, including legal and accounting practices, that support change and drive growth. Read about our solutions: legal and accountancy CRM systems, Relationship Intelligence solutions, accountancy Practice Management and Marketing Automation.
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…