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 make 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.
Case Study
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