Client satisfaction is at the core of practice growth. The best way to make your clients satisfied is to ensure they know they are important to you. Without exception, all top firms hold regular face-to-face meetings with clients and follow up with pro-active contact; such a vital activity can often be overlooked due to lack of resources or time. DRIVE’s integrated CRM module has made this process very time efficient whilst at the same time reducing the cost of how this can be achieved.
Centralised client data ensures the correct information is always available for management to enable them to make critical decisions.
Scalable: A scalable Microsoft SQL database is the key to expanding and growing your practice. MS Excel and file folders do not scale.
Enhanced client service: A comprehensive overview of your clients ensures needs are best dealt with in a timely manner.
Reduced Admin Time: Staff in the practice know exactly where to find the information they need, when they need it.
Grow Your Business by Working Smarter: DRIVE’s centralised communication folder provides a 360° view of all client interactions. This makes it easier & faster for staff to keep up-to-date, allowing you to spend more time helping clients and increasing Fees.
Increased Efficiency: Partners and managers can locate everything they need in one place, without having to search across multi systems.
E-Filing: Electronically capture and store all paper based documentation by scanning it directly to the client folder.
Unlock Resources & Increase Chargeable Time: Free up administrative time spent on locating and retrieving documents. No more round trips to the filing cabinets searching for client documents.
Reduce Costs: Going paperless significantly reduces stationery costs, staff time and document storage space.
DRIVE’s Powerful data mining tool features integrated bulk emailing, mass mail merge & group SMS facilities.
Increase Fees with Targeted Marketing: Generate additional fees and grow your client base by segmenting your client & prospect database and targeting contacts that are not using a service you provide.
Time saving processes: Easily group your client data for accurate and efficient emailing to clients e.g. send an email to 100s of clients to request books and records in seconds and auto-file the correspondence to each client’s folder.
