Relationship Intelligence
With employees spending many hours and years forging strong relationships with clients, a suitable successor is going to be crucial to manage key relationships successfully during transition and into the future. So, wouldn’t it be ideal to know who, within the firm, would be the best candidate you should transition this client relationship to for seamless service?
Relationship Intelligence
As digital transformation in firms accelerates, we look at how a data-driven solution can provide professional services firms with essential relationship intelligence insight for business growth.
Relationship Intelligence
With COVID-19 truly making an impact on our daily lives and the way we work, it’s perhaps not too surprising that the latest CEO Panel Survey from PWC has revealed that ‘86% of UK CEOs believe the shift towards remote collaboration will endure’.
Relationship Intelligence
For professional services firms, right now your industry expertise is invaluable to support your existing clients in their sector. From the relationship managers in your firm through to the business development team, you are seeing and hearing first-hand the issues and complexities businesses are facing within certain industries.
Relationship Intelligence
Relying on busy professionals to manually enter ongoing client interactions, communication and meeting information, has traditionally meant that client care initiatives have simply not had the data or visibility required to support them. Yet, it’s this visibility of communication that can help professional services firms not only maintain revenue but increase it.
Relationship Intelligence
Your commitment to clients and the longevity of these relationships is the lifeblood of any professional services firm, but how can you perform more strategically to not only maintain revenue but increase it?
Relationship Intelligence
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.
Relationship Intelligence
In our latest interview in our Client Sense video series, we discuss the role Client Sense plays in managing succession within a professional services firm as well as any changes with clients or the firm itself.
Relationship Intelligence
In the June issue of LPM magazine, our CEO Brian Coventry talks about how taking a data-driven approach to identifying client relationships will provide the visibility needed to leverage a new strategic capability.
Relationship Intelligence
In our latest interview in our Client Sense six-part video series, we discuss the role Client Sense plays in enhancing referral relationships and opportunity management.
Relationship Intelligence
We recently shared our insights into how data can help an accounting firm win work and retain clients in the latest issue of PortrAIT, the publication of the AIT - the membership organisation for UK IT professionals working within accountancy.
Relationship Intelligence
In the second in our series of video interviews which place a spotlight on our Client Sense solution for professional services firms, we look at how Client Sense complements Client Relationship Management (CRM) software.