Relationships drive revenue. Client Sense automatically maps who you know, to help you and your firm sell what you know.
Client Relationship Management
Automatic and 360° visibility over the organisations and individuals that make up the firm’s key commercial relationships. See real-time information such as meetings, last contact and recent activity, without the need for any data entry.
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.
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.
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.
Key Staff Departures
Quickly identify the relationships that may be impacted by sudden staff changes. Proactively identify relationships which may be impacted by the inevitability of staff changes and act decisively to protect the client relationships likely impacted or at risk.
Let's face it, without dedicated sales teams, CRM systems are expensive, under-utilised and always out of date. Client Sense provides live information across your client, contact and referrer records, automatically collecting Titles, Telephone details, Addresses and more.
Learn more about the benefits for:
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?
Client Sense can be used as a CRM to manage your firm's key relationships or it can work along-side a CRM system to add relationship intelligence data.
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).