Case Study • Accounting

LBMC Achieves 567% ROI in Their First Step Into Digital Transformation with Introhive 

Since introducing Introhive’s AI-driven Relationship Intelligence platform, LBMC has seen a dramatic impact on firm-wide change management, increased user adoption of Microsoft Dynamics CRM, and utilization across practitioners is at an all-time high.

Introhive | 08 introhive lbmc | LBMC: 567% ROI in Time Savings & Customer Experience
Introhive | referals | LBMC: 567% ROI in Time Savings & Customer Experience

548K

Relationships mapped

Introhive | winners | LBMC: 567% ROI in Time Savings & Customer Experience

$197K

ROI from time saving

Introhive | productivity | LBMC: 567% ROI in Time Savings & Customer Experience

253K

Contacts added

The situation

As the largest professional services provider in Tennessee and a U.S. Top 40 firm, LBMC serves more than 11,000 clients across numerous industries. With over 40 years in business and a strong reputation for financial, technology, and advisory expertise, LBMC’s growth depends on deep, trusted relationships built across its diverse practices.

As LBMC grew, client data became fragmented across inboxes, spreadsheets, and Microsoft Dynamics CRM, making it difficult to maintain a single, reliable view of relationships or measure engagement across the firm. To address inconsistent CRM adoption and improve collaboration, marketing and leadership teams sought a more automated, data‑driven way to unify relationship intelligence, marking their first step into digital transformation.

Goals

LBMC set out to strengthen its relationship intelligence capabilities as part of its firm‑wide digital transformation.

  • Use automation and data enrichment to reduce manual effort and ensure data accuracy
  • Improve cross‑firm collaboration and identify cross‑selling opportunities
  • Leverage clean, centralized data to enhance client‑driven activities

MAPPED RELATIONSHIPS DELIVERABLES

  • Relationship scoring for account planning and cross‑selling
  • Pre‑meeting preparation and client meeting capture
  • Succession planning and proactive risk mitigation
  • Targeted segmentation for events and outreach

The solution

Real-time visibility

  • Automated contact data cleansing and enrichment in Microsoft Dynamics CRM
  • Real‑time insights into relationship strength and engagement trends
  • On‑demand access to account activity and connected colleagues

Relationship visibility
for growth

  • Relationship mapping and scoring to uncover cross‑sell opportunities
  • Streamlined account planning and stakeholder collaboration
  • Improved retention and proactive succession planning

Introhive data

  • Real‑time CRM updates and analytics to drive firm‑wide adoption
  • AI‑driven pre‑meeting digests with actionable client insights
  • Clean, centralized data for targeted outreach and events

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Measurable business impact

PRODUCTIVITY

$197,115

Total ROI from time savings

CRM QUALITY

2,103,803

Emails ingested

ADOPTION

6,324

Contacts synced, updated, and enriched

GROWTH

548,102

Relationships mapped in Dynamics

RISK REDUCTION

84,719

New executive level contacts identified

EFFICIENCY

253,767

New business contacts identified

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