News and Case Studies

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Client Lifecycle Management for the future

​It’s widely accepted that you should encompass all departments when you implement Client Lifecycle Management​ (CLM) including all sources of static and dynamic data, marketing processes, and value-added services in to a unified decision supporting platform.

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Envision Your Firm Of Tomorrow Futuristic

Envision your firm of tomorrow

​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.

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Get involved with Symphony at the AAIT

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.

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Symphony - headline sponsors of The Alternative Accountancy Strategic IT Conference

​We’re delighted to announce that we’re a headline sponsor of The Alternative Accountancy Strategic IT Conference​ on 19-20 March 2019.

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Prepare The Workforce For Automation

Prepare employees for automation

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.

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Symphony to host Roundtable at the LPM South conference

Symphony will be hosting a Roundtable at this year’s LPM (Legal Practice Management) South conference on 7th February 2019.

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Sarah Trude Appointment

Symphony appoints legal business development strategist, Sarah Trude

To further strengthen our position as a leading software partner to professional service firms, Symphony have appointed Sarah Trude as Business Development Director.

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Crm Trends Blog Page

CRM trends of note for professional services

Here, we’ve rounded up some of the key CRM insights and trends for professional services firms to take note of in 2019.

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Xero To Hero 1

Xero to hero

Xerocon London is one of the key dates in the calendar. We read with interest that Chris Hoy, world champion and six-time Olympic gold winner was a true inspiration at the conference this year, just as much as he is on his bike.

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Are You Catering For Millenials Women With Phone

Are you catering for millennials?

Symphony APS comments on Millennials and the workforce of the future. Nurturing their tech savvy skills is a must and offering the right package to attract and retain staff essential.

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Is Email Marketing Enough Laptop Email List

Is email marketing enough?

All your clients at some point will have questions about a product that supports their business development. Whether that’s its capabilities; a concern about a system; or they may be unhappy with the outputs of the current solution with regards to growth and understanding opportunities happening in the business. This need of theirs develops before you are aware of what is going on. So how can you be one step ahead of your clients’ needs and the competition?

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Are you a strategic innovator?

With the global Customer Relationship Management (CRM) Market expected to cross USD 81.9 billion by 2025*, is it time to consider CRM for your accountancy practice?

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Future proof with mobile CRM

New research by Deloitte reveals that two-fifths of employees use a mobile device for work, yet 21% use no technology device at all for work tasks. For accountancy practices, we know that constant client engagement takes you away from your desk and out of the office for varying periods of time.

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Implementing a new CRM system

Implementing the latest CRM (Client Relationship Management) system at the heart of your organisation could provide the competitive advantage you’re looking for to manage client data effectively while maintaining GDPR compliance.

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