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“For a large practice like ours the ability to centrally store our client list was of huge importance because marketing has become a mission critical function within the larger practice and DRIVE provides the tools for us to understand our customers better and target their needs more effectively. Relate is the only software provider for us.” |
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| Partner - Niall Garvey, Smith & Williamson Freaney |
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“I can set up monthly newsletters to send to my clients by email. I just set up an E-Mail template within DRIVE for each month. In fact set up a standard template and then produce a variant of it each month with the latest news from my firm. Using the data mining feature I automatically select the relevant clients, prospects and contacts and then use the E-Mail Merge facility to send the E-Mails directly.” |
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| Partner –Joe McCall, Byrne & McCall |
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“Implementing DRIVE has greatly improved the management of our practice. The integrated Time & Billing is central to how we run our practice and the communications allow us to centrally store emails, letters, faxes, and documents that would otherwise be left in a number of different places. Centralising our client and practice data has helped in making running our practice more focused.”
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| Partner –Mark Butler, Sheehan Quinn & Company |
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“We record all important client communications in DRIVE. We can look back on meetings, memos for file, emails, word docs and spreadsheets and even text messages that were sent to clients” We now rely on DRIVE as the central source of information when dealing with client queries and this is invaluable for good service and quick response.” |
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| Partner –David Jones, PGL |
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“The decision to take DRIVE was a big one. We did not make it lightly. We looked in detail at other major suppliers. But you never know how good something is until you start to use it. We feel that we made the right decision. The database and document management facilities alone are excellent and we believe essential for the efficient operation of the practice” |
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| Partner –David Saunders, Ellacotts LLP |
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“Chasing timesheets is a thing of the past since we introduced DRIVE. We introduced their Timesheet Monitoring routine from day one and our WIP is the most up-to-date it has ever been in the history of our firm. If you do not update your timesheet you cannot use any other application. Users have just got used to updating at this stage.” |
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| Partner –Gordon Wilson, Hilary Haydon Accountants |
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“The RTF billing is so much faster than our old system. Billing has become faster and more efficient with clients receiving invoices by email. Drilldown on the debtors ledger will open the Word file to preview the actually bill that was sent o the client.”
“We now hand out charts to managers as part of our reporting pack which we discuss every Monday morning. The dashboards highlight figures in a way our previous reports did not.” |
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“Our practice accounts are updated automatically through DRIVE postings. We post bills and it updates our debtors, vat return and trial balance in one posting routine. Duplication of entries into different packages has been replaced with one central database.”
“With so many statutory deadlines to keep on top of we were looking for a solution which would link them all together and allow us to manage and allocate them. DRIVE Job Planning does a great job in tracking this.” |
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