Introhive & Salesforce
Turn Relationships Into Revenue
Introhive’s Salesforce integration empowers firms to automate contact data capture and maintenance to boost productivity, ensure data accuracy and reliability while delivering tools to view and act on your collective relationship network.
Elevate Your Salesforce Experience with Introhive
Maximize Efficiency with CRM Data Automation
Introhive for Salesforce automatically syncs contacts, emails and meetings to Salesforce, allowing your team to focus on strategic initiatives rather than administrative chores.
- Save Time and Resources: Automate routine data entry tasks, reducing manual effort and freeing up your team to focus on high-value activities.
- Enhance Accuracy: Minimize human errors by ensuring data accuracy and completeness through automated AI-powered enrichment.
- Eliminate CRM Adoption Challenges: Achieve a single source of truth for contact data, without lifting a finger.
Fuel Data-Driven Decisions with Best-in-Class Data Quality
Introhive for Salesforce delivers high-quality, enriched contact and activity data, providing the foundation for accurate reporting and analysis, empowering your team to make smarter business decisions.
- Clean and Enrich Data: Maintain high-quality data with regular cleansing and enrichment, ensuring your Salesforce environment is always up-to-date and reliable.
- Increase Data Trust: Establish accurate, up-to-date and complete data to make informed decisions and drive business growth.
- Boost Campaign Effectiveness: Create a foundation of accurate, reliable data required to fuel effective marketing and BD activities. Capture 300+ contacts on average per user.
Drive Revenue with Relationship Intelligence
Reveal actionable insights into client and prospect relationships, helping you nurture and grow your business by harnessing warm introductions. Use Introhive’s Lightning Web Components to add key relationship insights directly in your users workflow.
- Put the “R” in CRM: Gain deep insights into your firm’s relationships with a complete and accurate record of the strength and history of your firm’s connections.
- Drive Collaboration and Cross-serve rates: Harness your relationship network to uncover new business and cross-sell opportunities.
- Relationship Insights, Delivered: Introhive embeds relationship insights directly in Salesforce through an iFrame, Lightning Web Components, and throughout your workflow; in email, MS teams, and your web browser.
Ground Decisions in Relationship Insights
Leverage Introhive’s out of the box dashboards to take a strategic and intentional approach to client relationship management.
- Fuel data driven insights: Monitor the state of relationships across accounts and contacts with Introhive’s out of the box Salesforce Dashboards including whitespace analysis, lonely client analysis, and more.
- Spot Risk & Opportunity: Identify key relationship signals and act on them promptly to nurture and grow your business relationships.
- Achieve Client Centricity: Facilitate better alignment and coordination by ensuring everyone has access to the same actionable data, driving unified strategies and stronger client engagement.
New! Introhive for Salesforce Data Cloud
Connecting, harmonizing, and activating your customer data to achieve a Customer 360 vision requires a complete and accurate record of your contacts, activities and relationships. Connect Introhive and Salesforce Data Cloud to turn relationship data into actionable insights that drive strategic decisions and a competitive edge.
- Power Customer 360: As the only Relationship Intelligence solution partner for Data Cloud, Introhive delivers a complete and accurate view of enriched contact and relationship data, helping organizations build a holistic Customer 360 profile.
- Enhance Data-Driven Decision Making: Overlay Introhive’s relationship data with other business data in Salesforce Data Cloud to derive advanced insights that inform strategic decisions. Identify key connections within target accounts, uncover new relationship opportunities to build pipeline, and win more business.
- Fuel AI with Accurate Contact Data: Introhive provides a trusted dataset that ensures data accuracy and completeness, critical for maximizing the effectiveness of AI-driven tools like Agentforce (previously Einstein Copilot).
Discover the Introhive Advantage
Ready to take your Salesforce experience to the next level?
Contact us today to learn more about how Introhive can transform your CRM operations through cutting-edge data automation, superior data quality management, and insightful relationship intelligence.
