UK Accountancy firm sees efficiency savings after implementing SugarCRM platform

Mazars, a professional services firm specialising in audit, advisory, accounting and tax services, has recovered 2,000 hours annually by eliminating repetitive data entry.

The tenth largest accountancy firm in the UK has seen the efficiency savings after improving its CRM capability. The implementation of the new business transformation platform provided by SugarCRM, is part of a wider continuous improvement that ensures the company has the best technological solutions for its teams.

Alison Clack, Director of Business Transformation at Mazars said: “We needed to introduce a solution that could evolve with our business and helps us achieve our goals of maximising our customer and prospect experience, and improving operational efficiency. Specifically, as we offer a range of specialist services to our clients there was a number of different systems used to deliver them and a key challenge we needed to overcome was to reduce multiple points of data entry.

“We looked to the market for the best technology available. We invested in SugarCRM’s solution because it was the most cost-effective and intuitive system that could evolve with our business. It was vital that we had the capability to streamline our data entry process and provide our staff with a single data entry point.”

Since the introduction of the CRM system, Mazars has seen an improvement in its business processes, a reduction in the amount of time spent on data entry and better integration of its systems. Prior to the roll out, the business required a manually- generated internal billing code for each new client in its finance system. This time-consuming task has now been removed by the new platform, with billing codes generated within minutes automatically.

Clack concludes: “We’re already seeing substantial returns on our investment. By working to deliver one data entry point and improved processes to ensure quality control, we have already witnessed a significant 200-hour reduction in the manual processing time per month. We’ve also been able to enhance our audit trail and improve our new business processes by integrating risk assessment forms and capability to better monitor our pipelines and analyse bid losses and wins.”

Technical integrations included Microsoft SharePoint for document management and storage and ClickTools for marketing campaign management and customer feedback.