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Create a CRM you can trust with data entry automation

When manual data entry hinders your sales focus, it’s time to explore solutions to automate data entry. So, what can you do about it?

Check out our FREE guide below.

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Data entry automation guide

Tired of singing the CRM blues? We don’t blame you.

Data entry automation: maximizing your CRM’s potential

How do I capitalize on the full potential of my CRM?
How can I update my CRM without performing data entry tasks?
Cross-sell more effectively
How accurate is my CRM data currently?
What are the best practices for automating data entry in CRM systems?
What tools do I need?

This guide is for you. Simply fill out the form and download the PDF.

Salesforce estimates that 91% of CRM data is incomplete.

Customer data is getting missed, or it’s full of inaccuracies; either way, it’s bad for business.

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Bad data comes at a cost

How do you look when you call someone only to realize that a colleague called the same person last week?

That information should have been readily available via your CRM, saving you both the embarrassment.

How unprofessional is it to arrive at a meeting unprepared, oblivious to important details about the person you’re scheduled to meet, their needs, and what’s been previously discussed?

You could spend hours searching for information, but a properly functioning CRM contains this information; it’ll even send you an automatic pre-meeting digest to make meeting prep quick and easy.

What about opportunities that you are not even aware of? With dirty data clouding your way, you can’t take advantage of the wins sitting in your CRM.

Automate your CRM data entry now – Get our Free Guide!

Data decays at a rate of 70% per year.

Even if you’re managing to enter accurate information, it is a constant struggle to keep it that way.

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FAQ

What is data entry automation?

Data entry automation refers to the use of technology to automatically capture, process, and input data into systems, removing the need for manual entry. This method helps overcome challenges such as errors and inefficiencies associated with manual data entry, especially within CRM systems.

How can automating data entry improve CRM adoption?

Manual data entry often poses challenges within teams, influencing CRM adoption rates. Team members frequently perceive this task as time-consuming and error-prone, leading to hesitancy in fully embracing CRM data. By automating data entry, the friction associated with manual processes is eliminated, making it easier for teams to adopt and utilize CRM systems effectively. This ensures that all client information is accurate and up-to-date, allowing teams to focus on more value-added activities.

What are the benefits of using data entry automation for CRM?

Automating data entry in CRM systems offers numerous benefits, including:

1. Increased efficiency: by speeding up data entry
2. Enhanced data accuracy: reducing the risk of human errors
3. Improved productivity: For greater focus on revenue-generating activities
4. Higher adoption: removing the burden of data entry and increasing trust in the quality of data

Professionals at a firm reviewing CRM data on their computers, benefiting from data entry automation.

Success stories in automating data entry

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.

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“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.

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.

“It almost seemed too good to be true.”

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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.

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.

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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

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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.

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.

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.

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.

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