Case Study: A Holistic Approach for Increased Visibility of Opportunities

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.

The accounting, auditing and business advisory firm looked to CRM experts, Symphony APS, to meet the challenge of getting stronger collaboration between the systems and team. The move to a new centralised system, truly integrated, would help unlock the doors to enable opportunities with both prospects and existing clients.

Adam Irwin, Chief Operating Officer, Pitcher Partners Sydney says: “Future proofing the accountancy practice was top of the agenda with the main purpose of centralising systems for increased efficiency and visibility, but we needed to link different systems, with multiple data sources, to achieve this. Initially, through its Envision process of analysing our existing systems, Symphony helped us to understand the key drivers and inhibitors to making the proposed changes within
the business. Once this process was complete, they partnered with us in deploying a client lifecycle management platform offering consistency of communications to clients, prospects and contacts. It’s tailored to our business.

“The platform integrates a number of disparate systems including CRM, time and billing, marketing automation and compliance. In doing so, it provides a ‘single source of truth’ and the potential for us to automate a number of repetitive and compliance-based tasks.”

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