With a CRM platform fully integrated with all your relevant systems and data; it will manage and create insight. It will highlight new potentials in terms of initiatives you can take; it opens up new opportunities.
Why consider a fully integrated CRM platform for your accountancy practice?
For most professional services firms, the client relationship is what matters most. It underpins recurring revenues and delivers the most accessible opportunities. So, you have to take very good care of your client interactions.
What’s more, as traditional services are becoming similar, your ability to differentiate your offer becomes ever more crucial to winning new business. Your approach has to stand out from the legions of ‘me too’ firms.
Service line innovation is basically a means of seeing the client journey from new and inventive angles, and responding to the client’s needs with innovative ideas and perspectives.
As all the data and insight is based on the specific client’s journey, our solution can help generate highly bespoke interactions as you offer insight and suggestions relevant to the client. Consequently, your client becomes more engaged with your firm, and retaining their business becomes easier.
We research solutions that truly implant innovation into your firm that promote higher levels of client engagement. Your resulting advisory services will be fine-tuned to each client’s business, helping to consolidate your client relationships and increase your revenues. Symphony's Boardroom Excellence, for example, is a platform specifically designed to help manage client relationships, advisory and compliance matters in the cloud. Which means that firms can embed themselves at the heart of their client’s decision-making process.
Not an immutable law of nature but very important that platforms allow a firm to grasp those clients that require the right focus and attention.
Clients are constantly changing the way they make decisions as well as when and how they contact their advisor. Knowing your blind spots and maximising the right touch points is critical.
Enabling clients to plan and implement solutions to help companies develop more efficient business practices and increase the company's profit margin.
Management reporting and financial analysis tools, which help assess business performance, monitor trends and identify improvement opportunities with be critical for enhancing client relationships.
Organisations experience more success with CRM programs and direct marketing when they embrace Client Experience Management as an extension of their current client centric programs.
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…