Fast-growing company stays close to clients with Sage
“Sage helps us to respect the client, be consistent with our messages and ensure we remain cognizant of what the client wants. Without Sage, we’d have disorganized chaos”
Andrew McPhillips, Director, Dixon Advisory
With a client base of more than 15,000 families and combined assets in excess of $4 billion, Dixon Advisory is one of Australia’s leading independently owned financial advisory firms. Sage has helped sustain fast growth without compromising its focus on personalized client services.
Cutting through complexity
As business boomed and customer databases grew, it was hard to retain a single view of the customer or keep up to speed with interactions – a big problem for a business where client relationships are the backbone of its success.
“We found we had multiple people dealing with a client at any point in time across different services,” explained Director Andrew McPhillips. “To avoid duplication or inconsistencies with client communication, we needed an enterprise-grade CRM solution, one that would provide a central place for all client contact information, correspondence and documentation.”
Good fit at the front and back
When the company researched the market for CRM solutions, Sage emerged as the best fit. It had the capacity, document management and workflow capabilities that Dixon Advisory was looking for, and provided seamless integration with Sage 300, the accounting solution it was also investing in to support its next phase of growth.
Sage CRM and Sage 300 were deployed by Sage Partner Accsys Consulting as part of a comprehensive overhaul of the company’s IT systems that has created more efficient workflows. “When we looked at the Sage document management functionality, we realized it could manage 95 per cent of what we needed without the need for us to invest in a separate piece of software,” said McPhillips.
Another important factor was the technology. Sage has a web front-end that makes the application easily accessible online from all the company offices (three in Australia; one in the USA), and a SQL Server database management system at the back that was already familiar to the IT team.
Single view drives greater efficiency
With Sage providing a central repository and single view of all client information, Dixon Advisory has reduced duplication and inconsistencies, and eradicated multiple databases.
Integration between Sage and Sage 300 has also been a big benefit. “It is important to us because we pull data from Sage CRM into Sage 300 for client billing. Having the two systems side by side provides the least intrusive and most integrated service to our clients,” said McPhillips. “It made sense to have two systems that talk to each other out-of-the-box.”
The Sage investments are paying off, empowering the company with software systems capable of supporting current and projected business needs. “We’ve
achieved efficiency gains, thereby being able to provide more services to our clients without needing to charge more,” he said.