Case Study • Accounting

Frazier & Deeter: Automate Growth & Eliminate Manual Entry

After just three months with Introhive, Frazier & Deeter went well beyond their original goal to ease list management pain. Predictive intelligence and data entry automation alone delivered a six-figure return on investment. And the firm also discovered thousands of relationships (including business development opportunities) and practical relationship insights.

Introhive | Frazier Deeter Logo | Frazier & Deeter: Automate Growth & Eliminate Manual Entry
Introhive | referals | Frazier & Deeter: Automate Growth & Eliminate Manual Entry

$200,000+

Return on Investment

Introhive | winners | Frazier & Deeter: Automate Growth & Eliminate Manual Entry

31,000+

Relationships mapped

Introhive | productivity | Frazier & Deeter: Automate Growth & Eliminate Manual Entry

7,900

Contacts added

The Situation

Founded in Atlanta in 1981, Frazier & Deeter is a nationally recognized CPA and advisory firm and one of the largest and fastest-growing accounting firms in the United States. Its offices across the country provide a wide range of tax, audit, accounting, fund administration, and advisory services.

Frazier & Deeter’s teams were stymied by a lack of quality contact data in the firm’s customer relationship management tool, Salesforce. Few firm practitioners updated the data, and many administrative assistants didn’t have system access. As the firm rapidly expanded, it became harder to keep tabs on its vast network of relationships.

Goals

Frazier & Deeter set clear objectives to streamline marketing operations, improve data quality, and uncover deeper relationship insights.

MAPPED RELATIONSHIPS Deliverables

The solution

Automated Salesforce sync

Better, faster meeting prep

In‑Workflow relationship insights

Fill out your email to receive a PDF copy.

Measurable business impact

PRODUCTIVITY

$200,000+

return on investment.

CRM QUALITY

31,000+

relationships discovered across key accounts.

ADOPTION

7,900

new contacts identified, enriched and synced to CRM.

GROWTH

Effortless

meeting prep for every client‑facing partner, practitioner.

“Introhive didn’t just give us data; it gave our Partners their time back. We now see connections we didn’t know existed, leading to faster deal cycles.”

Adelle Starr
Executive Director of Marketing,
Frazier & Deeter

Introhive | Frazier Deeter Logo | Frazier & Deeter: Automate Growth & Eliminate Manual Entry
Introhive | Adelle Starr | Frazier & Deeter: Automate Growth & Eliminate Manual Entry

Get started with Introhive

Learn how Introhive can help transform your client data into actionable intelligence to accelerate growth and strengthen relationships.