We are engaged by professional services firms, such as accounting and legal, who need to have immediate access to the wide range of data held in relation to a client.
With a client management solution such as a CRM, firms have this information in a single space which prevents teams hunting through multiple systems to find relevant information held on a client.
This allows legal and accountancy firms to quickly recall the status and detail of every job and document, schedule tasks and activities across your teams, and identify further growth opportunities – all from one place.
A CRM system also ensures that there is an understanding of the overall value of a client and services that they may be missing out on.
They no longer suffer from multiple departments contacting clients through separate channels creating a sense of the right hand not knowing what the left hand is doing.