Enhancing HubSpot with Client Sense to provide end-to-end Client Lifecycle Management
Developed specifically for Professional Services firms, Client Sense is an Enterprise Relationship Management (ERM) solution which works stand-alone, or in conjunction with your CRM system.
Combining the power of Client Sense with HubSpot, you have all the HubSpot benefits of Marketing automation, industry classification and advanced CRM capabilities to attract new clients and keep them.
Some firms already benefiting from Client Sense:
Client Sense provides us with the visibility to easily manage our key client and referrer relationships, through a clean and simple interface.
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. It’s also a game-changer for business development planning.
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.
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 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 – 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.
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.
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.
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 – 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.
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!
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.
