Client Sense is a zero-data entry Client Intelligence and Relationship Management solution specifically designed for Professional Services firms.
Client Sense works automatically behind the scenes, collecting relevant external communications data to provide you with complete visibility across your Client, Contact and Referral networks. This means there is no data-entry needed from busy professionals, no staff training and no desktop software. Client Sense works to provide CRM benefits either in the absence of a CRM system, or can work to enhance the adoption and utilisation of existing CRM systems through automatic data capture.
Client Sense helps you to manage, protect and grow your known network by providing visibility across your firms relationships. Automatically capturing known relationships, recent meetings, communication and much more, Client Sense allows you to quickly and easily:
- Assess client, contact and referral relationships and at organisational and individual level.
- Target already known individuals and organisations.
- Ensure contact with key referrers is maintained.
- Develop accurate and up-to-date invite lists.
- Maintain accurate email marketing lists.
- Address key staff changes.
- Track Succession Planning efforts.
