Our clients include Accountants, Law Firms, 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.
With Symphony’s expertise, we’ve now got a complete holistic overview of clients and potential prospects. The integrated system has not only allowed us to centralise solutions, providing full visibility across the entire practice, but also to develop systematic automation to some key compliance processes and repetitive tasks positioning us as consultative rather than compliance based. Symphony had a great understanding of our business and intimate knowledge of the key systems used within the practice. Therefore, they were able to provide a truly tailored solution. Their team’s willingness to work with the practice to arrive at outcomes tailored to our requirements and being prepared to start the process without having all the answers and then invest the time in finding them is second to none.
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.
Chantrey Vellacott had a long and well established business relationship with APS. So when the Firm initiated a strategic business transformation plan, a critical part of this was the identification and purchase of an appropriate Client Relationship Management system, to which Symphony became our natural choice. To hit our key objectives in the project we required complete compatibility with our Practice Management System, along with a consistent data collection, management and reporting capability. This then allowed us as part of the bigger strategy to put in place a robust framework to introduce and deliver clear sales processes across the firm. The full development of our customised version of Symphony was challenging, but the journey was made seamless by our professional working partnership with Symphony - APS.
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.
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…