Automation & Integration

Altogether now

If your firm is to maximise its ability to succeed, a CRM or a practice management system alone will not be anywhere near enough to enable that ambition.

The key is to implement solutions which effectively link business functions, to improve existing performance and allow new business processes to be easily added.

Single minded efficiency

We start by creating a single data entry point with a smoothly integrated flow for prospect and client information. At a stroke, this delivers easy access and consistency of input – nothing is missed, the relevant intelligence is readily available and everything is coherently organised. Compliance processes are also comprehensively supported.

Our integration database – SymConnect – delivers an open strategy for integration. It defines which solutions are integrated with what, the framework for the values to be held and the integration rules to be applied. If a system can be described as obsessively organised, SymConnect is it.

The whole Symphony approach to integration is centred on a strategy of ‘safe’ and ‘open’. Client risk mitigation is written-in to the whole process.

Transforming data’s ability to drive business

We have made transformational integration a reality for many professional services firms. With Symphony’s help, you too can greatly reduce or eliminate entirely the kinds of delays and inefficiencies which can occur when adding new clients or new client engagements. Through robustly integrating the CRM solution with all other relevant systems, client data is repurposed, its potential is enhanced, its quality is maximised.

Process and tasks in hand

In addition to SymConnect, our Business Process Automation solution, SymphonyBPA, allows you to create, operate and maintain automated processes. It links people, systems and data through acquiring, managing and distributing information.

Everyone’s invited

Today so many more of a firm’s team are in contact with clients. Having many members of your team in client-facing roles is great, just so long as everyone’s working from the same page. Effective integration of business systems such as CRM and practice management means each individual is equipped to do the best job possible; there’s no inconsistency of approach or reliance on standard, run-of-the-mill interventions.

Clients love you for it

Integration is therefore a key factor supporting customer satisfaction, retention and gaining new opportunities. It’s how anyone who interacts with your clients can add tangible value to the relationship, by increasing service levels and making relevant inputs the client appreciates as useful and bespoke to them.