Peter Watkins, the founder of Blue Penguin, set up his practice and works only with cloud systems. He uses Senta to ensure accuracy and regulate client comms.
The importance of adapting workflows to your firm
“Originally we were using spreadsheets for client management but then we missed a few deadlines and realised we needed proper software. We tried a couple and decided to go with Senta.
I spent a lot of time tweaking and customising the workflows in Senta to match how we worked.
That’s the great thing about this software. I know that if I wanted to add 200 tasks to create a set of accounts, I could do that.”
Automated emails with a personal touch
We’ve recently moved all our email to G-Suite, which integrates really well with Senta.
Now, if I send an email from Senta it also appears on my Gmail. When I need to work out what I’ve spoken about with a client I don’t have to log into two systems.
It’s important to take the time to make the automated emails sound like they are coming from you as a person because everybody writes differently.
Time-saving is what people always bang on about with automation.
Small firms are a bit reluctant because it requires a lot of time and input to get it to work in the first place.
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