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The
Client Relationship Management solution will allow the firm
to maintain an accurate and clean database of all its clients,
contacts, third parties, referrers, experts and so on. The
relationships between these contacts can be plotted and mined
to identify business development and cross selling opportunities.
The mailing and event management aspects of the solution allow
suitable candidates to be selected and invitation replies
and attendances monitored. Analyses of income generated versus
effort and monies expended are fed through to the Practice
Management solution.
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