Client Sense

This solution features are:

• Client Relationship Management: Provides automatic, comprehensive visibility into key client and commercial relationships, showcasing real-time activities like meetings and communications without manual data entry.

• Referrer Management: Ensures consistent engagement with key referrers to protect and grow referral networks, fostering strategic connections and revenue streams.

• Cross-Servicing Opportunities: Highlights areas within the firm that lack engagement with clients, identifying potential for expanded service offerings and increased client retention.

• Event and List Management: Simplifies the creation of event and marketing lists with accurate, real-time data. Tracks event attendance and measures attendee engagement post-event.

• Succession Planning: Facilitates the smooth transition of client relationships, supporting retirements, strategic role shifts, and proactive account management across the firm.

• Contact Records: Utilizes advanced email signature analysis to maintain up-to-date contact details, integrating seamlessly with leading CRM and email marketing tools.

These features enhance operational efficiency, client engagement, and revenue generation for professional service firms.

ERM systems map "who we know" by tracking relationships and interactions, while CRM systems focus on "what we know," like transaction details. ERM tools are vital for professional services firms, where strong networks drive revenue. They streamline business development by automating relationship tracking and reducing manual effort. Tools like Client Sense integrate ERM capabilities into CRMs and email systems, catering to relationship-driven industries.