In the September issue of PortrAIT magazine, we provide the AIT accounting firm members with insight into the need to review data management processes and the quality of the data that CRM and practice management systems store.
For professional services firms, there’s significant investment in practice management software and/or a Client Relationship Management (CRM) systems.
Whilst firms understand the value that CRM and practice management solutions can bring to the firm, they are limited by time available to regularly keep records up to date and very soon the systems get to a point where they are unreliable. This means cross-sell or new opportunities are missed and this is an open door for the competition.
The article looks out how a firm can achieve return on investment (ROI) on your CRM and practice management solution. You can read the full article here.
If you are interested in discussing how you can enhance your firm's business development capabilities, please contact the team at Symphony for a Client Sense demo.
At Symphony - APS we specialise in offering products and services for professional services firms that drive growth. Read about other solutions in our comprehensive product library including: accountancy Practice Management, CRM for accountants, relationship intelligence and Marketing Automation.
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