How Panis & Shah Associates Transformed Accounting with Sangam CRM
Panis & Shah Associates is a leading accounting and advisory firm based in Dubai, providing a range of services such as company setup, accountancy, audit reports, and professional financial advice. With over 50 professionals, the firm has successfully implemented Sangam CRM to streamline operations and improve service delivery.
Accounting and Advisory
50+
Dubai, UAE
Data Management and Reporting
Challenges faced by Panis & Shah
- Inefficient Data Management: Managing client information was scattered across various platforms and paper, causing errors.
- Attendance Management Issues: Panis & Shah Associates relied on manual attendance tracking.
- Lack of Centralized Data: Communication gaps between team members led to missed priorities and delayed follow-ups.
- Manual Reporting Issues: Generating financial reports was time-consuming and often delayed.
- Data Security Concerns: The firm needed a robust system to secure client data.
Impact of These Challenges
Scattered data and manual processes caused errors and delays in reporting. Communication gaps led to missed follow-ups and lower team productivity. Manual attendance tracking and lack of strong data security made work less efficient.
Solution
Incorporating Sangam CRM allowed Panis & Shah Associates to address these challenges effectively:
- Follow-Up Management: Automated reminders and task prioritization helped streamline client follow-ups.
- Attendance Management: Sangam CRM introduced an attendance module, providing a centralized and accurate system for tracking employee attendance.
- Centralized Data: Data import from their data center ensured better accessibility and communication.
- Work Process Management: Enhanced visibility into tasks and deadlines and improved team coordination.
- Advanced Reporting: Simplified and automated report generation for timely financial insights.
Results
- Enhanced Data Security: Robust security measures protect sensitive client data.
- Improved Management: Real-time attendance visibility enhanced managerial control and decision-making.
- Streamlined Operations: A centralized system reduces inefficiencies, boosting client satisfaction.
- Improved Communication: Centralized data bridged team gaps, ensuring more effective follow-ups.
- Efficient Reporting: Automated reporting saves time, allowing the firm to focus on value-added services.
Conclusion
Sangam CRM has significantly enhanced the efficiency, data security, and communication at Panis & Shah Associates. With better reporting and improved team coordination, the firm has transformed its operations, making Sangam CRM a highly recommended solution for accounting and advisory firms.
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