News and Case Studies

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Growth opportunities for professional services firms

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.

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3 steps to improve client retention and increase revenue

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?

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Client Sense business development module

Client Sense business development module launched

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.

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Transition management with Client Sense

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.

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Relationship intelligence software

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.

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Referral relationships and opportunity management

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.

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How to nurture key client relationships

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.

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Client Sense enhancing client relationships

Client Sense enhancing client relationships

In our latest video, we hear about the role our Client Sense software plays in enhancing client relationships for professional services firms such as legal and accounting firms.

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Managing and maintaining key referrer relationships

Many firms will report monthly or quarterly on fees generated by key referral sources, yet by the time a decline or absence of referred fees is detected, the referrer has likely begun referring work elsewhere. Using real-time data can allow professional services firms to proactively manage client relationships, with no effort or input needed by employees. But how can you achieve this data-driven visibility, with no additional work?

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Client Sense complements CRM

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.

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Navigating crisis with data-driven relationship intelligence

These unprecedented times have highlighted just how critical communication is. Key during this crisis period is to make contact with the right people at your client’s firm ensuring you can provide help where it’s most needed. What’s crucial is these connections must be direct person-to-person contact. However, you need to know who the best person in your business is to establish that connection.

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LPM RED

Data - The linchpin to growth

In the April issue of LPM magazine, Brian Coventry talks about how leveraging existing data and harnessing relationship intelligence is the vital clue to revenue growth for professional services firms.

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The benefits of a data driven approach

We recently held an interactive webinar focusing on how legal and accounting firms can create real-time visibility to identify, protect and grow client relationships. One of the key points discussed in this webinar was about the challenges faced by marketing and business development teams.

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PP Interview

Interview with Adam Irwin, COO, Pitcher Partners - Sydney

We recently chatted with Adam Irwin, Chief Operating Officer, Pitcher Partners – Sydney, for further insight into how Symphony helped the accounting firm. Watch the video to understand how a holistic approach has provided the firm with increased visibility of opportunities. 

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