Getting real value from your CRM with Client Sense

Accounting firms across the world face a constant challenge with gathering, maintaining and enhancing their client and prospect data – regardless of the systems they use. Even if firms invest in massive data cleansing projects, unless there is a continuous validation process in place, the data soon declines in quality

Chand Chudasama, Partner in the Strategic Corporate Finance team and Marketing Partner at Price Bailey had to solve the challenge of getting to the heart of the data he knew the accounting firm held.

He turned to Symphony for a solution to automatically generate quality data and update the CRM from the firm’s communications platform. Speed and accuracy were paramount, and the process had to be continuous, not a one-off exercise.

Download our in-depth case study to find out how the installation of our Client Sense solution has helped the firm get real value from their CRM.