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How Relationship Intelligence Improves Client Retention

Your clients are all on another firm’s prospects list. So, when a partner or key employee moves there too, you need to be sure that your firm is stepping up to manage the client relationships that could be affected. But, with the challenge of remote working and lack of time, how can you gain the necessary management information to protect revenue in a timely and effective manner?

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Symphony APS

Symphony APS

Symphony - APS
Since 1999 Symphony has been partnering with professional services firms, initially in practice management software solutions and then CRM in 2012. Symphony has evolved to develop holistic, across-platforms expertise mixing application software and technical disciplines with a consultative capacity. SymphonyCRM, Client Sense, Practice Portal and Advance Practice Management are Symphony’s prime platforms that facilitate the creation of a new centralised approach, truly integrated, that unlocks the doors to enable opportunities with both prospects and existing clients.