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.
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?
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 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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.