Mazars Saves Over 2,000 Hours Annually
In the case of Mazars, one of the largest accounting firms in the UK, they have improved their efficiency to the tune of 2,000 recovered hours by eliminating repetitive data entry after deploying Sugar.
We are engaged by professional services firms, such as accounting and legal, who need to have immediate access to the wide range of data held in relation to a client. With a client management solution such as a CRM, firms have this information in a single space which prevents teams hunting through multiple systems to find relevant information held on a client. This allows legal and accountancy firms to quickly recall the status and detail of every job and document, schedule tasks and activities across your teams, and identify further growth opportunities – all from one place.
A CRM system also ensures that there is an understanding of the overall value of a client and services that they may be missing out on.
They no longer suffer from multiple departments contacting clients through separate channels creating a sense of the right hand not knowing what the left hand is doing.
iManage, Virtual Cabinet, Box
Emails, Meetings, Tasks
Companies House, Pardot, Salesforce.com, SymphonyCRM
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…