Client Sense automatically captures external contacts, who they know, their interactions, titles, addresses and more; helping your firm manage and protect the relationships that drive revenue.
Why Client Sense makes sense:
Client Relationship Management
Automatic and 360Β° visibility over the organisations and individuals that make up the firmβs key commercial relationships. See real-time information such as meetings, last contact and recent activity, without the need for any data entry.
Referrer Management
Protect revenue by ensuring regular contact with key referrers is maintained. Grow and nurture your referral network, by ensuring the right people are remaining in contact and relevant with your firm's key referrers at all times.
Cross Servicing
Identify which areas of your firm are and are not in contact with each of your clients. Identify actionable cross servicing opportunities to increase revenue, develop key practice areas, identify more strategic work and increase client retention.
Event and List Management
Quickly develop event, mailout and invite lists using real-time and up-to -date data. Track attendance from webinars, breakfast sessions and other events and measure the engagement attendees have with the firm following each event.
Succession Planning
Set and monitor the transition of key client relationships from one or more individuals to others within the firm. Support planned retirements, strategic changes to relationship accountability and proactive account management at all levels across your firm.
Contact Records
Benefit from up-to-date and accurate Titles, Addresses and Telephone details, collected and maintained through advanced email signature analysis. Integrate and sync this data into any of the world's leading CRM or Email Marketing solutions, to put your firm ahead of the competition.
Learn more about the benefits for:
Some of the firms we work with:
BDO are delighted to be clients of Client Sense. As BDO is a relationship-focused business, it is amazing to see the insights we can gain from our relationships in real-time. This happens magically, without manual administration, so the insights are accurate and instant. Most impressively, Client Sense provides more than just a historical view β by connecting our Relationship Partners with our key contacts, the system offers pro-active alerts into which relationship are changing, or need to be re-ignited.
Steve Tyndall, the CEO is hands-on, actively involved in client on boarding and training and always very open to new ideas so Client Sense can keep innovating.
As soon as we installed Client Sense, we were able to unlock clear and succinct insights into our key client groups. This has provided our entire firm (especially Partners) with intel that strengthens relationships, and informs our business strategy. Itβs also a game-changer for business development planning.
Our commercial teams receive the majority of their instructions through our referrer network. Staying in front of referrers and remaining front of mind is essential. This has highlighted for us the need to have a more structured and traceable process for managing key relationships. Client Sense has provided us with the necessary tools to manage and track those relationships.
One of the biggest hurdles with relationship mapping is the quality and frequency of data entry, but because Client Sense is automatically generated the reporting is up to date and accurate. It also doesn’t require any additional BD or lawyer support resource-wise.
With multiple partners and practice groups, it is impossible to always know exactly who knows who. Client Sense allows us to find information quickly and easily about the strength of relationships with have with clients and contacts of our firm, and pursue opportunities accordingly.
Client Sense has been simply amazing! Not only did it take less than a day to implement, but the benefits for our Management, Marketing and IT teams were realised in just days.
Client Sense gives our Marketing and Business Development team visibility that was not readily available before, enabling us to support our lawyers with real-time information and in-depth insights.
The Client Sense solution has truly contributed to us being more informed and proactive around our BD and CX programs.
The key to growth within a professional services firm is building long term productive relationships and ensuring you have the right tools to keep you on track with staying in contact; either through a CRM, your own calendar or using a tool like Client Sense. Remembering that people will buy from the people they trust and like, these tools will assist to stay front of mind and build and grow the relationships, when used properly an integrated into your daily activity.
The firm has utilised Client Sense as an integral part of its Client Lifecycle Management platform for about 12 months. Whilst Client Sense has proved a useful business development tool, its real benefit comes in the visibility it provides across our entire client base. By providing us with a means of tracking and measuring the strength and depth of our client relationships, it allows us to be on the front foot when it comes to managing and improving client engagement β even highlighting opportunities for cross selling we may have otherwise missed.
Furthermore its ability to capture relationships not reflected in our database means our data remains current, is not reliant on manual entry and our teams can focus their time and energy on growth opportunities for the firm.
Client Sense provides us with the visibility to easily manage our key client and referrer relationships, through a clean and simple interface.
Good relationship management is key to a firm’s success. With Client Sense we can monitor the strength of these relationships in real time, identifying growth trends and any elements of concern. This allows us to capitalise on opportunities and identify any threats quickly and easily. As well as developing our client and referrer relationships, we’ve also used Client Sense to develop out internal relationships, identifying common relationships across practice groups and create a real team approach to cross selling and relationship management. Using real time data gives us confidence we have the visibility of how these relationships are really going, and allows us to provide reports that give true insight into the strength of our relationships and opportunities available, as well as tracking the success of our targeting projects. And the best bit is, it is so easy to use!
FAQs
No data entry...? How?
As a Microsoft Partner, Client Sense connects to your firm's email system; collecting titles, telephone numbers and 'who knows who' automatically and in real-time.
Is my data secure?
Client Sense can be installed on-site with your corporate systems or hosted in the cloud. Your sensitive client data never leaves your firm's systems.
Is Client Sense a CRM?
No, though it automatically captures contacts, known relationships, meetings, Titles, Telephone and Address information, which can significantly enrich a CRM / Email Marketing system.
Who in my firm would use Client Sense?
Client Sense is designed to help Management, Marketing / Business Development and Client Relationship Partners.
Can it be used to read staff emails?
No, Client Sense does not show the content of email, it only collects the data it needs for relationship and contact information.
Will it work with my email system?
Client Sense works with Microsoft Exchange, Microsoft Office 365 and Microsoft Hosted Exchange (including a mixed / hybrid state).