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As more and more medium and small businesses bring accounting tasks in-house, accounting firms are struggling to stay in the game, let alone grow. But it’s not all doom and gloom. Accounting firms can get by—and thrive—with a little help from their friends, contacts, extended network and new technology. Relationship mapping helps provide critical relationship insights that can help these firms win new business, grow existing accounts and provide a higher level of proactive support. Read on for the top three ways:
1. Quickly Gauge Relationship Strength
Relationship mapping provides accounting firms with a deeper understanding of the relationship strength of…
How to Transform Your Data in 4 Steps Using data transformation methods to improve customer understanding
Customers and prospects are everywhere. Unfortunately, for most organizations, so is their data.
To adapt to user preferences and stay top of mind, organizations are continually expanding the number of channels they use to market and communicate with clients. But all too often, each data stream exists in its own vacuum, resulting in data that are both underutilized and not representative of a customer’s experience with a business or brand.
This presents a pressing challenge: turning their ever-growing, disconnected mass of user data into…
In 2018, Wilson Legal Solutions formally merged with Stanton Allen, uniting their software and services businesses. It was imperative they quickly bring together disparate data sets to understand the collective relationships they have with their clients and prospects.
However, the joint business was using two different instances of Salesforce CRM, so this information was hidden and difficult to extract.
Wilson Allen unites the software and services offerings of Wilson Legal Solutions, along with the CRM and business development expertise of Stanton Allen. Wilson Allen empowers their clients to use data and software more effectively so they…
In an age of dwindling consumer trust, relationships not only still matter—they’re foundational to setting yourself apart from the competition. It’s no wonder organizations of all types and sizes are looking to optimize how they get a handle on and make use of their organization’s relationship capital.
What is relationship capital? At Introhive, we define it as the sum of all of the relationships of all of the people within your company and its extended business network. These can be relationships with employees, board members, clients, intermediaries, partners, suppliers, as well as with your alumni, ex-employees, and industry leaders.
PwC’s Global Salesforce Transformation program seeks to deploy Salesforce for organizations across the globe, creating efficiencies by embracing both automation and human experience. Introhive partnered with PwC within the early days of our development, and we have remained close partners since. With Introhive’s help, PwC has brought CRM transformation to over 100,000 users across 90 countries.
We sat down with Philip Grosch, Partner Global Salesforce Transformation Program Executive at PwC, to talk about the value that Introhive brings to PwC and how the platform is helping the firm drive their own digital transformation journey.
Watch the interview here:
CRM data migration, moving your information from one system to another, seems simple on the surface. It’s just a technical exercise of mapping and moving data from old fields to new fields, right? Not quite. In order for a new customer relationship management (CRM) to provide long-term business value, your IT team needs to handle a data migration with caution.
One of the first questions your team will need to ask is, which pieces of data will you transfer? Because you don’t want to muddle a new system with inaccurate, incomplete, or poor contact and account records that have been…
How AI-powered technology innovations have made ERM software more valuable than ever before.
Personal interactions versus automated transactions: Which is more likely to propel your business into the future? Both, actually.
Today’s buyers expect more from their customer experience. Indeed, they care about how you treat them almost as much as product quality and price. But the challenge here is that while your organization might excel at one-on-one service, making every customer feel like the most valuable customer can be tough. It’s a level of service scaling that requires a depth of knowledge not easily parsed from the dark…
Introhive is the proud recipient of the 2019 Deloitte Technology Fast 50™ Award, and has been named one of the top 10 fastest-growing technology companies in Canada.
Each year, the Deloitte Canada Technology Fast 50™ program celebrates the world-class achievements of technology companies, highlighting their commitment to innovation, leadership, and rapid revenue growth over the previous four years. The program recognizes forward-thinking companies, both public and private, by presenting awards in distinct categories that characterize and define the unique strengths of the Canadian technology industry.
Introhive is an AI powered SaaS platform designed to help organizations realize the full…
Technology adoption is a challenge for nearly every industry. Indeed, for most professional services firms, introducing new technology to your organization can be more difficult than the technical implementation itself. If you’ve ever heard the phases, “but this is how we’ve always done it” or “if it’s not broken, why fix it?” you’re not alone.
This resistance to improvement is not surprising when you realize more than half of organizations don’t have a clear digital business vision or strategy.
Even though you know strong digital strategies and robust technology adoption are some of your best chances to get ahead…