News and Case Studies

Sarah Trude Appointment

Exploring the ‘puck’ mindset

Sarah Trude, our Business Development Director, has an article featured in the April issue of Legal Practice Management where she talks about the ‘puck mindset’. What’s that do we hear you say? Well, it’s in relation to Wayne Gretzky, who is a Canadian former ice-hockey player, where he talks about “skating to where the puck is going to be, not where it has been.”

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Data Silos 2

Breaking through the data silos

For a professional services firm to be effective, its business development, marketing and divisions responsible for client service delivery need to be linked. But, so often, we hear about the challenges of the team not being connected with relevant content that will allow them to benefit from opportune conversations.

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Clm Young Woman

Client Lifecycle Management for the future

​It’s widely accepted that you should encompass all departments when you implement Client Lifecycle Management​ (CLM) including all sources of static and dynamic data, marketing processes, and value-added services in to a unified decision supporting platform.

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Envision Your Firm Of Tomorrow Futuristic

Envision your firm of tomorrow

​Whether you have a CRM solution in place, or you’re searching for a new one, you will be on the hunt for the right solution that will add value to your business. But, to be able to future proof your firm of tomorrow you really need to understand the current solution or processes you may have in place to get a clearer picture of what you may need.

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Get involved with Symphony at the AAIT

As well as being a headline sponsor of The Alternative Accountancy Strategic IT Conference on 19-20 March 2019, we’re also supporting an interactive and informal Roundtable discussion on 19 March.

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Symphony - headline sponsors of The Alternative Accountancy Strategic IT Conference

​We’re delighted to announce that we’re a headline sponsor of The Alternative Accountancy Strategic IT Conference​ on 19-20 March 2019.

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Prepare The Workforce For Automation

Prepare employees for automation

The Voice of the Workforce in Europe​ report by Deloitte Insights reveals that 44% of workers in the UK said some of tasks they did five years ago have been automated and are now done by robots or software.

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Symphony to host Roundtable at the LPM South conference

Symphony will be hosting a Roundtable at this year’s LPM (Legal Practice Management) South conference on 7th February 2019.

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Sarah Trude Appointment

Symphony appoints legal business development strategist, Sarah Trude

To further strengthen our position as a leading software partner to professional service firms, Symphony have appointed Sarah Trude as Business Development Director.

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Crm Trends Blog Page

CRM trends of note for professional services

Here, we’ve rounded up some of the key CRM insights and trends for professional services firms to take note of in 2019.

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Xero To Hero 1

Xero to hero

Xerocon London is one of the key dates in the calendar. We read with interest that Chris Hoy, world champion and six-time Olympic gold winner was a true inspiration at the conference this year, just as much as he is on his bike.

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Are You Catering For Millenials Women With Phone

Are you catering for millennials?

Symphony APS comments on Millennials and the workforce of the future. Nurturing their tech savvy skills is a must and offering the right package to attract and retain staff essential.

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Pitcher Partners Sydney Case Study

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.

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Build An Adaptable Databse Tech Items News

Build an adaptable database for your practice

With new digital technologies emerging and evolving, it will certainly directly impact on the way you interact with your client, if it hasn’t already! This blog explores choosing the right Client Relationship Management solution for your accountancy practice.

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