Case Study • Accounting

Schneider Downs Builds a Stronger Relationship Database with Introhive

To ensure relationships are fully captured and visible across the firm, Schneider Downs implemented Introhive. By automatically capturing and syncing meetings, contacts, and interactions into Microsoft Dynamics, Introhive enhances the value of the firm’s CRM.

Introhive | Schneider Downs logo | Schneider Downs: Building a Stronger Relationship Database with Introhive
Introhive | referals | Schneider Downs: Building a Stronger Relationship Database with Introhive

3.1M

Meetings and emails ingested 

Introhive | winners | Schneider Downs: Building a Stronger Relationship Database with Introhive

160K

Relationships mapped

Introhive | productivity | Schneider Downs: Building a Stronger Relationship Database with Introhive

72K

Contacts discovered

The situation

For decades, Schneider Downs has built its business on relationships with clients, prospects, and the broader business community, managed through Microsoft Dynamics. But like many firms, CRM value depended on busy professionals consistently capturing their interactions.

Professionals at Schneider Downs manage demanding schedules, especially during peak tax and audit seasons, so they needed a way to capture and share relationship intelligence without adding extra work.

Goals

Schneider Downs set out to improve CRM efficiency and relationship visibility across teams.

  • Capture relationship activity without adding work for busy professionals
  • Deliver a comprehensive and accurate overview of relationships across the firm
  • Improve collaboration between teams and streamline follow-up coordination

MAPPED RELATIONSHIPS DELIVERABLES

  • Pre‑meeting insights and recent activity reports to prepare for client interactions
  • Relationship mapping to surface 
connections across teams and service lines
  • Automatic sync of meetings, contacts, and emails directly into Dynamics
  • Post‑meeting notes and task tracking to maintain consistent follow‑up

The solution

Automated Activity Capture

  • Introhive captures meetings and contacts directly from Outlook into Microsoft Dynamics

  • Simple prompts allow professionals to add new entries without leaving their inbox
  • Reduces manual administration and keeps CRM data up to date automatically

Relationship Insights & Collaboration

  • Reveals connections between colleagues and clients for coordinated outreach
  • Integrates post‑meeting reports to document notes and assign next steps
  • Visualizes who knows whom and relationship strength across the firm

Workflow Efficiency

  • Allows busy professionals to capture relationship activity naturally in their workflow
  • Improves CRM participation and data completeness across departments
  • Provides a more comprehensive view of clients and prospects firm‑wide

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Measurable business impact

ACTIVITY VISIBILITY

3,120,627 

Meetings and emails automatically ingested into Dynamics CRM

RELATIONSHIP INTELLIGENCE

160,666 

Total relationships discovered, including 70,712 at the executive level

CRM QUALITY

71,948 

New contacts identified, 26,891 of which were executive‑level

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