Client Sense enhancing client relationships
At best, data in Practice Management and Client Relationship Management (CRM) systems is almost up to date but more commonly it’s out of date. Looking at any system, while you may have allocated names to your clients this doesn’t mean that the desired level of communication is happening, when you last had contact and when you last met.
The video delves into whether professional services firms are on top of their networks and how you can ensure you’re speaking with the right people to help improve client retention.
Managing client relationships with real-time data
People are moving firms more and it can be hard to monitor relationships and difficult to spot if your influence at your client’s firm is declining.
A tool such as Client Sense helps you be selective by leveraging accurate and real-time data so that you can have strategic conversations with the right people.
We know that for accounting and legal firms that time is scarce.