Marketing Automation

SymphonyCRM integrates to leading marketing automation solutions optimising how leads flow throughout the client lifecycle – from first contact through to achieving satisfied, well served and loyal clients.

Finely tuned marketing automation means you can identify the best possible way to engage with your prospects, and automatically link them to the business development at precisely the right time.

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Here we give the lowdown on why marketing automation is of benefit to your legal and accounting firm.

Constant change

Marketing is forever evolving, having undergone amazing change in recent years. Now your prospects have wide ranging access to all kinds of data and channels (touch points) to examine your firm before they contact you. They can and will explore your content and services, seek out social referrals, read and dig into expert reviews.

As a result, your professional services firm needs the new tools and technologies to gain positive stand-out at the earliest opportunity.

Automatically intelligent

Marketing automation gives you a broad but cohesive scope, taking in both outbound and inbound activities. It delivers intelligent workflows that nurture prospective clients’ behaviour. Simultaneously, it will work to maintain and enhance your level of engagement with existing clients.

The crucial CRM connection

Marketing automation aligns multiple channels efficiently. Our platform’s SEO, Twitter and Google analytics components are neatly integrated with CRM.

Far smarter lead scoring

Email marketing, web analytics, landing page hosting, social marketing – Symphony’s automation solution pulls all these elements together for a comprehensive and unified view. More importantly, lead scoring is integrated with SymphonyCRM. This allows marketing and business development to dynamically adjust and refine messaging through a clear picture of each prospect or client’s behaviour.

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The key benefits

  • Intelligent linking of CRM and automated marketing deliver eye-catching stand-out in from the prospect’s perspective
  • Smarter workflows which nurture prospects and mine existing client relationships
  • A coherent array of SEO, social and Google analytics capabilities combines muscle with intelligence
  • Optimised lead scoring delivers highly focused and bespoke prospect approaches
  • Marketing and business development linked for the most productive possible strategies


The status quo has changed from just outbound messaging. Clients and prospects require a dialogue with your firm and will turn away from push technology.

Social & Scoring

Consumption of information has shifted from traditional media to multiple channels. Responding to these touch points is vital to support higher levels of engagement.

Behaviour & Workflow

60% of the information can be obtained before a prospect contacts your firm. Eliminating blind spots in the prospect phase is vital.


Integrating Marketing & Business Development

Studies show that when business development and marketing teams are integrated, firms become 67% better at closing new opportunities. Integration of the technologies used between these teams are imperative to breaking down the information silos.

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Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…