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Unlocking Digital Transformation ROI: Why Underlying Data is the Key
Your digital transformation is only as strong as your data
91% of professional services firms are engaged in digital transformation, but without high-quality data, most initiatives fail to deliver results. The reality? Data silos, inaccurate client records, and outdated insights are holding your firm back.
Our digital transformation guide reveals how professional services firms can:
- Streamline operations with automated data enrichment and relationship intelligence
- Identify growth opportunities through a complete, real-time view of client relationships
- Reduce risk & improve compliance by ensuring data accuracy and security
Don’t let bad data derail your digital investments. Download “Unlocking Digital Transformation ROI” today.
Want to get the most out of your technology investments?
Digital transformation is a $3.4 trillion opportunity for professional services firms, but is your firm truly maximizing its ROI? The missing link? Your data. Without clean, centralized, and actionable client relationship data, even the most advanced tools won’t deliver the agility, efficiency, and insights needed for growth.
“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.
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
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
Get started with Introhive!
Request a demo to learn how your company can become more customer intelligent.
FAQs about realizing ROI during digital transformation in professional services firms
Why is data quality critical for successful digital transformation in professional services firms?
Data quality is the foundation of successful digital transformation in professional services firms, ensuring that new technologies deliver measurable results. Without clean, structured, and accessible data, new CRM, ERM, or automation tools won’t be able to provide meaningful insights. Poor data quality leads to missed revenue opportunities, compliance risks, and inefficiencies, forcing professionals to spend more time correcting records than engaging clients. Prioritizing the underlying data helps eliminate silos, enhances decision-making, and maximizes ROI on digital transformation investments.
What are common challenges professional services firms face with digital transformation?
Professional services firms face several unique challenges when undergoing digital transformation, including data silos, manual processes, low CRM adoption, and compliance risks. Many firms store client, referral, and engagement data across multiple disconnected systems, making it difficult to gain a complete view of relationships. On top of that, manual data entry wastes valuable time, reducing productivity and billable hours. CRM and ERM systems often face low adoption rates, as professionals hesitate to embrace technology that doesn’t seamlessly integrate into their workflow.
How does digital transformation impact M&A activity?
Mergers and acquisitions (M&A) in professional services firms require seamless client data integration to maintain business continuity and unlock growth opportunities. Without a centralized view of client relationships, referrals, and historical engagement, firms risk duplicate outreach, poor client experience, and lost revenue potential. Digital transformation enables automated data consolidation, providing real-time relationship intelligence to identify shared clients, referral opportunities, and cross-selling potential post-merger.
