Why Do Digital Transformations So Often Fall Short of Their Promise?

91% of Professional Services Firms Are Digitally Transforming – most fail due to bad data

Without clean, centralized client data, even the best digital tools fall flat. This guide shows how relationship intelligence can turn digital transformation investments into measurable growth.

When insights are trapped in disconnected systems, email threads, and buried in spreadsheets, transformation efforts stall. Tools go underused, productivity suffers, and ROI remains out of reach.

What this guide delivers

Inside, we spell out how to make digital transformation in professional
services translate into outcomes Marketing & BD care about:

Turn email and calendar activity into real-time relationship visibility (who-knows-whom, engagement trends, last touch) to prioritize pursuits and route warm introductions.

Use a unified view of clients to spot account whitespace and adjacent-service opportunities, coordinate outreach across regions/practices, and avoid duplicate touches.

Reduce risk and protect trust with governed, accurate data, reviewable updates, audit-ready changes, and the right access, so campaigns and pursuits are credible.

Ready to standardize data across systems?

Test-drive how Cleanse & Smart Update compare enriched signals to your CRM, surface reviewable recommendations (like title changes), and apply updates automatically or after approval –under org- and field-level rules.

What firms are seeing with Introhive

What our customers say

Evelyn Partners

“Introhive came to our attention a few years ago and it became very clear to us the problems that it... could help us solve: one was having all of our client contact and associated contacts in one place and the other was enabling us to know who knows whom within our company before we go and meet with prospects at their organizations.”

– Chief Digital & Technology Officer, Evelyn Partners

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CLA

“It’s really important for us to be able to surface new and seamless revenue opportunities, especially... as we expand our teams and grow the organization.”

– MarTech Manager, CLA

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Kingsley Napley

“I found the implementation process really really straightforward. The ability to gain insight... “I found the implementation process really really straightforward. The ability to gain insight into the Hive within the CRM has been a big win for us because everything is in one place.”

– CRM Manager, Kingsley Napley

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Want to know more about market leaders like Silicon Valley Bank, Blue & Co LLP, and Grassi... measure success with Introhive during professional services transformation?

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“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.

“Implementing Introhive was one of the simplest we’ve come across.”

“It almost seemed too good to be true.”

“We now have a 97% data accuracy rate for our CRM systems which is pretty unique.”

“It’s up to date, it’s timely, it’s clean, it’s correct, it’s frictionless and it doesn’t require the fee earners or the admin support to put any manual effort into the process.”

“It’s far easier to sell to someone where you have a warm relationship versus a cold one. The insights we get from Introhive add real value to our firm.”

Frequently asked questions

Why is data quality critical for digital transformation in professional services?

Because every part of your stack – CRM/ERM if you use one, marketing automation, reporting, and AI – can only act on data it trusts. Quality means contacts and activities are captured automatically from email and calendars, people and companies are matched and de-duplicated, and changes (like title or company moves) are detected quickly and updated according to your firm’s policies. With that foundation, segments are accurate (holiday mail-outs and events reach the right people), warm introductions are easy to find, duplicate outreach disappears, and pursuits move faster with better internal collaboration.

How should we measure success beyond “adoption” in professional services digital transformation?

Leading firms measure more than just logins. Look for fuller relationship visibility across the firm, trusted data, warmer introductions turning into meetings, fewer duplicate touches, and faster, better-coordinated pursuits – the outcomes relationship intelligence is built to deliver. Also consider how much contact and activity data is captured automatically (and the time and cost that saves), whether segmentation improves so holiday mail-outs and event invites reach the right people, and whether collaboration on key accounts increases, since more practices involved typically means more revenue.

What governance and security controls should be in place?

As part of your digital transformation, set clear permissions for who can view and change specific fields, require reviews before important updates go live, and keep a full history of edits. Introhive supports this with role- and field-level controls, review/approval queues and audit logs, plus single sign-on and encryption, backed by SOC 2 compliance and GDPR-ready practices, so data stays accurate, auditable, and protected without piling on admin work.