KSM Lays the Groundwork for CRM Adoption with Introhive

KSM (Katz, Sapper & Miller), a nationally ranked advisory, tax, and audit firm, partnered with Introhive to build a strong data foundation ahead of its Salesforce rollout. By implementing Introhive before its CRM deployment, KSM automatically captured and surfaced relationship data directly into Salesforce, giving teams immediate access to existing connections and reducing manual data entry from day one.

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Case Study

KSM Lays the Groundwork for CRM Adoption with Introhive

July 21, 2022

“Great tool, Great team”

The team I’m supporting are all extremely happy with the tool. It eases the day-to-day strain of adding contacts and activities into Salesforce, and makes sure that they actually capture them. Also, Introhive has a great team behind them, our account manager is great and super proactive and the support teams are always extremely helpful!
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Harrison K
Commercial Operations Analyst
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Mar 09, 2022

“Game Changer Software for CRM”

In both sales and professional services organizations it was always a fight to get people to enter data into CRM; with Introhive the fight stops because low value work goes away. Instead of doing low level data entry tasks, the team can refocus their efforts and find ways to actually utilize the data for new sales opportunities. Before Introhive I faced an uphill battle for adoption.
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Jeff Antaya
Marketing Advisor & Author
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Nov 30, 2021

“Introhive supercharges your Salesforce Contacts”

I love the fact that Introhive allows me to find contacts and relationships within my firm for any company I need to research. It is so difficult to keep contacts up to date in Salesforce and this allows us to mine the data directly from Outlook and put critical connections together effortlessly. Our use of Salesforce is to track business contacts and sales opportunities. Given that our sales team is really also our service delivery team, it’s very difficult to compel our team to continuously add and update contact information.
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Pete K
Business Consulting Leader
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“When I first joined KSM, we didn’t have a CRM and we needed one, but we weren’t yet in a place to implement it. Bringing Introhive on beforehand was a foundational step, helping people start to imagine what it would look like to have access to more relationship data.”

Ryan Elpers

Chief Growth Officer, KSM

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Ryan Elpers, Chief Growth Officer, KSM