Metis Professional Services CRM
Metis CRM for professional services firms is designed to work the way you do. It provides users with access to a full suite of business development and client relationship management tools wrapped up in an easy to use interface to help firms win more clients, develop existing relationships and retain business.
Why we recommend Metis CRM
Built on the Infor CRM (formerly Saleslogix CRM) platform, Metis Professional Services CRM is authored by Collier Pickard. We recommend it because we believe in it. Metis has been designed to work the way professional services need, rather than forcing fee earners to adapt to suit the needs of a CRM system. Get the inside track on professional services CRM with your Metis CRM demo today.
See Metis CRM in action and discover key benefits for professional services firms:
- Flexible fee earner access
- Advanced client communications
- Simple automation tools
CRM for Professional Services
Metis CRM has increased the efficiency of the 50+ events run per year and has vastly improved marketing communications.
What you can Expect from Metis Professional Services CRM
Any professional services firm will understand that there are a list of tasks and jobs that need to be done, but that get put off indefinitely in favour of seemingly more important tasks. Thank you letters or confirmation of appointment messages, for example. Metis CRM helps to make sure these important tasks are completed by automating many of the more time consuming elements.
Reduce Information Overload
Rather than spending time hunting for reports or having unnecessary information delivered to you, Metis CRM enables you to pick and choose which information you want to see and have it delivered to you.
Make your clients feel valued, and retain their business by building strong, personal relationships. Metis CRM sets out to help strengthen ties and reduce the costs associated with relationship building. By deploying clever marketing tools Metis CRM helps you keep things personal while communicating en masse with any number of clients and prospective clients alike.
Communicate effectively with prospective clients from the very first conversation or touch point, as Metis CRM helps build a clear picture of the contact and the context surrounding your growing relationship.
Reduce the Cost of Contact
With the ability to make your communications personal and relevant while reaching out to a wider audience you can drastically reduce the cost of reaching out to your contact list.
Metis CRM has enabled us to better our recovery rate whilst reducing customer issues as a result of unexpected bills
Paris Smith Solicitors
How much do you know about your existing clients? And how much information do you gather about new prospective clients? Building a clear picture of your ideal client will enable you to make better decisions about your approach to market.
Metis CRM’s contact management tools help you to identify your most valuable clients and pinpoint common traits between them. With a clear understanding of your target market you can seek out new business opportunities while strengthening and broadening the relationships you have in place with your existing clients. By taking the time to profile your clients, you can better understand your existing client base, whilst reducing the cost of business development activities aimed at finding new business.
Compliance can be both time consuming and complex. With this in mind, Metis CRM is designed to make keeping up with key legislative requirements including Anti-Money Laundering and Know Your Client as simple, efficient and secure as possible.
Built-in functions enable your firm to record compliance in these areas, whilst ensuring total privacy within Metis CRM. The system has field-level security, ensuring that only individuals who need to access sensitive information can do so.
Data protection is also maintained throughout the system, with data validation prompts helping to keep preferences and other aspects of compliance up-to-date, auditable, and relevant.
Additionally, storing authentication and other documents becomes a simple task in Metis CRM, with the ability to scan and attach important documents to anti-money laundering records to ensure that detailed Know Your Client proof is readily available on demand.
To ensure that you can access accurate and relevant information about your clients anywhere and at any time, the data you store within CRM needs to be kept up-to-date.
Metis CRM helps keep your data in good shape. The system links with publicly available information held by organisations such as Companies House to keep widely available data accurate and up-to-date. Additionally, Metis CRM automates the monitoring of client mailing preferences and suppression lists, ensuring that messages you send are going to be read, and that they won’t be delivered to those who can’t or won’t open them.
Reduce the Cost of Data Upkeep
By automating key processes and integrating with external sources, Metis CRM helps you to drive down the cost of keeping the data you need reliable and trustworthy by eliminating the need for telemarketing style data cleansing exercises.
Stay in control of your data and maintain compliance with Metis Professional Services CRM
Fee Earner Access
It’s well known in professional services that fee earners are often more comfortable working from within Outlook than diving in and out of multiple systems to access and record the information they need. Metis CRM is built on this understanding.
By integrating key components of CRM with Outlook, professional services firms can make CRM “the way we do things” and enable fee earners to harvest and store key information with the minimum amount of effort.
- Work from Within Outlook
- Make Business Development a Natural Process
- High Value, Low Cost Access
- Reduce the Cost of Data Management
Reduce the Cost of Data Management
With fee earners accessing and updating data from Outlook your contact data will stay accurate and reliable, reducing the need for costly data cleansing exercises.
As the world changes around us it is important that our systems can change to meet new demands. Metis CRM is designed to be a flexible and adaptable system that will allow you to be more responsive to changing business needs, or the individual needs of a fee earner or practice area.
The simplicity of flexibility provided by Metis CRM increases the likelihood that you will change to meet the new demands quickly and efficiently.
- Change when Change is Required
- Respond to Individual Needs
- Flexible Approach for Departments
- Reduce the Cost of Customisation
Reduce the Cost of Customisation
Designed with flexibility in mind, Metis CRM enables you to make changes to the system without having to pay for external assistance or development.