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.
Chand Chudasama, Partner in the Strategic Corporate Finance team and Marketing Partner at Price Bailey had to solve the challenge of getting to the heart of the data he knew the accounting firm held. He turned to Symphony for a solution to automatically generate quality data and update the CRM from the firm’s communications platform.
How can your firm hit the ground running in 2021 with a business growth strategy that strengthens and builds on what you have already set in place? Cleansing data is a good place to start. A data-driven solution can provide your firm with the edge giving you the vital insight into key relationships that are essential for business growth.
It’s impossible to predict the extent or impact the Covid-19 pandemic will have on professional service firms, and more broadly, businesses and your clients, in the long term. Now, more than ever, clients need their lawyers to bring them through the uncertainty and navigate complexities, manage risk and protect assets. Or to simply be there to listen.
These unprecedented times have highlighted just how critical communication is. Key during this crisis period is to make contact with the right people at your client’s firm ensuring you can provide help where it’s most needed.
Rather than talking to the wrong contacts, it makes sense to have up-to-date records and a solution that provides a holistic view of communication.
Leading accountancy firms have turned to award-winning client relationship management (CRM) and practice management software solution provider Symphony.
The reality is that busy professionals need easy-to use intelligent mechanisms that ensure client and prospect contact records are not out of date.
Looking at your business performance from the ‘outside in’ was a key theme. What does the modern client want from you, and how can you deliver this?
We have recently secured a major deal to license, develop and support a product that is taking the accountancy sector by storm – it’s called Practice Portal.
In relation to AI there is a lot of hype in this area and we wanted to cut through that to get a sense of what is really happening. Our report is a must have read for accountancy firms to gain insight into the role of AI in the future of accounting.
In the case of Mazars, one of the largest accounting firms in the UK, they have improved their efficiency to the tune of 2,000 recovered hours by eliminating repetitive data entry after deploying Sugar.
With over 250 staff Pitcher Partners Sydney turned to Symphony APS to help them gain greater visibility of the opportunities being pursued in the practice. Find out how we helped Pitcher partners Sydney in our downloadable case study
When you manage complex data and critical tasks for a whole range of clients, being able to find the right information fast is a powerful advantage. Practice Portal empowers your practice to do just that, and it’s already changing the way accountancy firms work, right across the UK
Moving from the old, familiar, and often unsuccessful paradigm of platform selection to a new, insightful, driver focused paradigm involves the balance between the strategic, operational, technology and process dimensions within a firm. Learn how Envision can assist with you firms transition.
We should start with the idea that the business case around using APIs is already established – it’s understood and using them is desirable. When deployed correctly, they allow for the efficient synchronization of master records and transaction data. Find out more in our SymConnect Brochure.
Take an in-depth look at some of the requirements of GDPR in the context of a CRM system. It examines important capabilities the system must provide to support GDPR compliance around capturing data and processing.
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…
