US & Canada: (866) 824-5452Why 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.
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…
“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
– Chief Digital & Technology Officer, Evelyn Partners
Learn more
CLA
“It’s really important for us to be able to surface new and seamless revenue opportunities, especially…
“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
– MarTech Manager, CLA
Learn more
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
– CRM Manager, Kingsley Napley
Learn moreWant to know more about market leaders like Silicon Valley Bank, Blue & Co LLP, and Grassi…
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.
“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.”
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.
“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.”
“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.
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?
What governance and security controls should be in place?