Relationship Intelligence
How to manage client relationships during departure and successions
With employees spending many hours and years forging strong relationships with clients, a suitable successor is going to be crucial to manage key relationships successfully during transition and into the future. So, wouldn’t it be ideal to know who, within the firm, would be the best candidate you should transition this client relationship to for seamless service?
Read more
Relationship Intelligence
Why use data-driven insight for your professional services firm?
As digital transformation in firms accelerates, we look at how a data-driven solution can provide professional services firms with essential relationship intelligence insight for business growth.
Read more
Relationship Intelligence
Digital transformation fast-tracked by CEOs
With COVID-19 truly making an impact on our daily lives and the way we work, it’s perhaps not too surprising that the latest CEO Panel Survey from PWC has revealed that ‘86% of UK CEOs believe the shift towards remote collaboration will endure’.
Read more
Relationship Intelligence
Leverage industry expertise for focussed prospecting and relationship management
For professional services firms, right now your industry expertise is invaluable to support your existing clients in their sector. From the relationship managers in your firm through to the business development team, you are seeing and hearing first-hand the issues and complexities businesses are facing within certain industries.
Read more
Relationship Intelligence
Growth opportunities for professional services firms
Relying on busy professionals to manually enter ongoing client interactions, communication and meeting information, has traditionally meant that client care initiatives have simply not had the data or visibility required to support them.
Yet, it’s this visibility of communication that can help professional services firms not only maintain revenue but increase it.
Read more
Relationship Intelligence
3 steps to improve client retention and increase revenue
Your commitment to clients and the longevity of these relationships is the lifeblood of any professional services firm, but how can you perform more strategically to not only maintain revenue but increase it?
Read more
Relationship Intelligence
Client Sense business development module launched
To mark the launch of the new Client Sense Business Development module, we caught up with our COO Phil Lowe and Steve Tyndall, CEO of Client Sense, to discuss how the software can enhance your new business opportunities and client retention capabilities.
Read more
Relationship Intelligence
Transition management with Client Sense
In our latest interview in our Client Sense video series, we discuss the role Client Sense plays in managing succession within a professional services firm as well as any changes with clients or the firm itself.
Read more
Relationship Intelligence
Relationship intelligence software
In the June issue of LPM magazine, our CEO Brian Coventry talks about how taking a data-driven approach to identifying client relationships will provide the visibility needed to leverage a new strategic capability.
Read more
Relationship Intelligence
Referral relationships and opportunity management
In our latest interview in our Client Sense six-part video series, we discuss the role Client Sense plays in enhancing referral relationships and opportunity management.
Read more
Relationship Intelligence
How to nurture key client relationships
We recently shared our insights into how data can help an accounting firm win work and retain clients in the latest issue of PortrAIT, the publication of the AIT - the membership organisation for UK IT professionals working within accountancy.
Read more
Relationship Intelligence
Client Sense complements CRM
In the second in our series of video interviews which place a spotlight on our Client Sense solution for professional services firms, we look at how Client Sense complements Client Relationship Management (CRM) software.
Read more