We’re delighted to have won the CRM Software of the Year Award at this year’s Digital Accountancy Awards. These prestigious awards recognise both rising stars and established leaders among the institutions who make up the global accountancy profession.
Here, we’ve gathered together reasons why an accountancy practice should consider a fully integrated CRM platform for their firm to help them improve business development and client liaison through a connected flow of prospect and client information.
Sarah Trude, our Business Development Director, has an article featured in the September 2019 issue of Legal Practice Management. Sarah talks about the power of aggregation and the major deal we recently secured to licence, develop and support Practice Portal, a product that is taking the accountancy sector by storm.
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With an estimated 3.7 billion mobile phone users in the world*, considering a mobile CRM solution could help future proof your firm. Its use not only offers benefits to employees by giving them autonomy through personalised features, but also the business through increased productivity as a result of real-time access to information, and reconciliation and billing capability.
The PWC Law firms’ Survey 2018 identified that 63% are concerned with speed of technological changes and its threat to growth. This is one of the four areas, as a result of the survey, that PWC has flagged for law firms to think about to move forward and remain robust in changing times. Of course, this also applies to the accounting sector.
With up to 85% of UK businesses said to be looking to invest in AI by 2020*, can professional services firms afford not to be in the mix?
As of July 4, 2019, Symphony acquired the exclusive global rights to market, develop, deploy and support Practice Portal in the Accounting and Legal professions.
For professional services firms, to fully reap the benefits of CRM (client relationship management) for the entire client-facing organisation, those who use the system every day must actually want to use it. No matter how grand your plans are for the CRM tools you use, they will fall short unless every user is committed.
Senior figures from top UK and International accounting firms took part in our first AI and the Future of Accountancy report. There’s a lot of hype surrounding AI and we wanted to cut through the noise to get a real sense of what is happening in the industry. So, we embarked on this journey to gain a deeper understanding of the future requirements of AI within leading accountancy firms.
Through working with leading professional service firms, we’ve found that accounting and legal firms deal with numerous processes and application platforms which operate independently of each other with little or no integration. This leads to inefficient operations and higher costs.
Whether you have a CRM solution in place, or you’re searching for a new one, you will be on the hunt for the right solution that will add value to your business. But, to be able to future proof your firm of tomorrow you really need to understand the current solution or processes you may have in place to get a clearer picture of what you may need.
As well as being a headline sponsor of The Alternative Accountancy Strategic IT Conference on 19-20 March 2019, we’re also supporting an interactive and informal Roundtable discussion on 19 March.
We’re delighted to announce that we’re a headline sponsor of The Alternative Accountancy Strategic IT Conference on 19-20 March 2019.
The Voice of the Workforce in Europe report by Deloitte Insights reveals that 44% of workers in the UK said some of tasks they did five years ago have been automated and are now done by robots or software.