Our clients include Accountants, Consultants and other professional services firms. It’s a very varied client base, but what they all have in common is their individuality. This is the key for Symphony; every client deserves their own highly bespoke solution.
Symphony exists for that very purpose - to turn technology from a cash sinkhole into a valuable business asset. And that requires building genuine, committed and responsible relationships.
Renowned for its success with the Advance™ Practice Management System, Symphony’s sister company, Advanced Professional Solutions (APS), recognized the need for a world-class CRM solution to focus on helping its accounting and consulting clients develop more business and improve client relationships.
SymphonyCRM, integrated to Advance Practice Management, has provided us with straight through processing capabilities upon which we have been able to deliver real transformation in terms of our sales, customer management, time recording and billing processes.
Symphony - APS provides the cornerstone for our practice management. Over the years the APS team have worked with us to build on the original time and billing platform to create a repository that holds our key client information. We’ve worked together to develop solutions to maximise our use of this data from integrated AML to managing work progress. Following a performance review of our existing system we will working together to achieve our goal of increasing efficiency and decreasing our back office costs.
Over the last sixteen years we have relied on Symphony to be a knowledgeable, flexible and valuable sounding board, acting as a catalyst for many of our investment decisions. Our recent strategy workshop, facilitated by Brian Coventry, enabled us to align our IT strategy directly with our business development strategy, setting both context and prioritisation for all stakeholders within the business to understand.
We have been working with Symphony-APS for over 11 years now. One of the reasons for that longevity is the relationship we have with them, the team at Symphony really take the time to understand the culture of our firm and make sure that the solutions fit in with that. Using that understanding and engaging with the firm means that we have been able to utilise their expertise to provide solutions that other providers just wouldn't have thought about.
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…