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Learn how Introhive helps firms uncover and enrich their client data, and operationalize their hidden relationships to drive firm growth through increased transparency and collaboration.
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Automatically sync contacts and activities, and tap into your collective network
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    FREE GUIDE

    Maximizing Revenue and Amplifying Lead Generation: How to Choose the Right AI Solution

    Discover how the right AI tool can optimize key account management, enhance client acquisition, and improve your marketing efforts in this FREE guide.
    White Introhive hexagon Free Guide maximize revenue White Introhive hexagon M&A Strategies unlock AI's potential White Introhive hexagon Testimonials hear what our customers have to say

    Maximizing revenue with AI

    This guide provides actionable steps to help your firm integrate AI effectively to drive growth across business development and marketing.

    • Optimize key account and relationship management with AI insights.
    • Streamline client acquisition processes and uncover new opportunities.
    • Enhance marketing efforts with AI-driven insights for better targeting and personalization.
    • Find an AI solution that grows with your business—supporting more complex datasets, additional users, and expanding client bases.
    • Know what to look for around data ownership and transparency.

      Download the guide now and start leveraging AI for smarter, faster growth!

      Maximizing Revenue and Amplifying Lead Generation: How to Choose the Right AI Solution Cover Image
      Business development team in a professional services firm discussing the benefits of AI powered CRM.

      Did you know?

      78% of sales leaders are concerned their company may be missing out on the potential of generative AI — is your firm one of them?

      “The return has been remarkable.”

      See how professional services leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while strengthening client relationships during uncertain economic times.

      “It almost seemed too good to be true.”
      See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.
      Introhive | introhive trusted by laing orourke | Maximizing Revenue and Amplifying Lead Generation: How to Choose the Right AI Solution
      With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.
      LBMC Logo
      “It almost seemed too good to be true.”
      View all videos 
      Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.
      Rehmann
      Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.
      YouTube player
      PWC logo

      PwC’s Philip Grosch, Partner Global Salesforce Transformation, weighs in on the value of Introhive to the firm’s global adoption of Salesforce CRM with over 100,000 users across 90 countries.

      • Starting small to prove that Introhive works helped scale up to a global implementation
      • One of the pillars of Introhive’s success with PWC is the concept of automating the mundane
      • Another pillar is how Introhive turns CRM into a relationship insights platform
      • Introhive answers the magic question of who knows who and how well do they know them
      • Introhive enables people to be powered by the new digital reality
      YouTube player
      Osler Logo

      See how Milosz Skrzypczak, Director, Market & Competitive Intelligence at law firm Osler, Hoskin & Harcourt LLP, leveraged the Introhive platform to harness the power of relationship intelligence and data automation to grow firm productivity and deliver better client experiences.

      • Introhive helps harvest previously unknown relationship information
      • Introhive help with CRM adoption within the company
      • Automatic email-delivered pre- and post-meeting digests help prepare for meetings and help capture action items quickly and effortlessly
      “It almost seemed too good to be true.”
      See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.
      View all videos 
      Introhive | introhive trusted by laing orourke | Maximizing Revenue and Amplifying Lead Generation: How to Choose the Right AI Solution
      With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.
      LBMC Logo
      Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.
      Rehmann
      Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.

      Get started with Introhive!

      Request a demo to learn how your company can become more customer intelligent.

      CRM leads

      FAQs about AI-powered CRM tools

      How do AI-powered CRM tools enhance client acquisition, marketing, and relationship management?

      AI tools like client intelligence platforms that augment your existing CRM can provide humans with insights and automation, leaving them to build relationships more effectively and efficiently.

      For example, AI-powered client intelligence platforms like Introhive can automate whitespace analysis and identify accounts with cross-sell and upsell opportunities to then focus your campaigns on where your firm can add additional value.

      How do I choose an AI-powered CRM tool to support my firm’s growth and revenue-generating teams?

      When selecting a tool to support your firm’s growth, focus on solutions that empower your work-winning teams, streamline business development, and optimize client acquisition. Look for tools that provide deep insights into relationship management, help identify key prospects, and enhance collaboration across departments. Additionally, consider tools that integrate seamlessly with your existing workflows, improve data quality, and scale with your firm as it grows.

      What does the future hold for AI in professional services firms in terms of AI, CRM, and client insights?

      Professional services firms should treat AI as an active partner that shortens the path from data collection to actionable insights.

      By preparing now to integrate AI into both client-facing and internal workflows, firms can maintain agility, focus on clients, and make smarter, data-driven decisions that differentiate them in an increasingly competitive market.

      Marketing team meeting in a professional services room in a well lit glass office, discussing their strategy using AI-powered CRM insights.