Dan Dowling

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By Dan Dowling Business Business Development Customer Relationship Management (CRM) Data Quality Management M&A Technology

08 Jan: A Smooth Transition: How Introhive Ensured CRM Success for Wilson Allen’s Merger

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.

 

The Opportunity

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…

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By Dan Dowling Automation Business Business Development Customer Relationship Management (CRM) Data Quality Management Enterprise Relationship Management ERM Marketing Sales

02 Oct: CRM: How to Tackle the Biggest User Adoption Challenges

A whopping 91 percent of organizations with more than 10 employees have a tool for customer relationship management (CRM). But investment in a CRM alone doesn’t equal widespread user adoption.

In fact, only 40 percent of businesses boast a CRM adoption rate of 90 percent or more, while the majority of businesses struggle to encourage system use.

To find out why, and come with some solutions, Introhive’s Head of Technical Solutions for EMEA, Ben Roles, joined Mike Driver, an industry CRM expert and Director of LogiCRM, to discuss CRM adoption best practice.

Between them, Mike and Ben…

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By Dan Dowling Automation Business Business Development Customer Relationship Management (CRM) Enterprise Relationship Management ERM Relationship Intelligence Sales

06 Aug: 4 Reasons Enterprise Relationship Management is a Must-Have for Global Organizations

Whether your organization spans the globe or just hopes to someday, the top priorities of any business tend to look something like this: Grow revenue and market share, turn up the efficiency and productivity dials, and shrink risk as much as possible. 

Organizations that faithfully execute on the above goals tend to thrive. But, especially when you are global or on that trajectory, there are also growing pains to consider. The bigger your organization gets, the more disconnected your people (and tools and processes) become.

Luckily for you, you’re doing business during the digital age, when new tech, like…

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By Dan Dowling Artificial Intelligence Business Development Customer Announcements Enterprise Relationship Management Legal Relationship Intelligence

05 Aug: McCann FitzGerald Invests in Introhive Relationship Intelligence to Deliver Enhanced Customer Experience

One of Ireland’s premier law firms, McCann FitzGerald, has added Introhive’s enterprise relationship management platform to their suite of AI-driven legal technology.

“Whether we’re developing our own information systems or investing in innovative solutions like Introhive’s relationship management system, every decision we make comes back to one issue – will it help us improve our understanding of our clients and the experience they receive from our firm?” said Barry Devereux, McCann FitzGerald’s Managing Partner.

 

 

 

“We want to provide our clients with the best possible experience, and that requires a deep understanding, across the firm, of every touch…

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By Dan Dowling Business Customer Relationship Management (CRM) Enterprise Relationship Management ERM Relationship Intelligence

23 Jul: Introhive’s Approach to Customer Success

How a dedication to customer experience and success sets Introhive apart

On the hunt for an enterprise relationship management (ERM) platform? Consider the world’s most popular ERM tool: Introhive. Today, more than 150,000 market-facing professionals in more than 80 countries use our platform to unearth business-building connections and streamline customer data management.

Our best-in-class relationship intelligence and business automation products is definitely one reason we’re no. 1 ( you sure won’t find our cutting-edge mix of features anywhere else). But based on customer feedback I’ve been lucky to hear, I think the real secret sauce is our unparalleled customer…

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By Dan Dowling Automation Business Customer Relationship Management (CRM) Digital Transformation Enterprise Relationship Management ERM Sales SalesLevers

16 Jul: Featured Partner Interview: SalesLevers’ Richard Higham on the Future of Sales

When SalesLevers’ founders Richard Higham, Martin Allison and Alan Timothy, set out to build their U.K.-based sales performance consultancy in 2017, they came from diverse backgrounds. But they all agreed on one thing: the world of sales was changing.

“We see four drivers of sales change,” Higham said. “Today’s sales teams have to sell in what we call a ‘VUCA’ world, where volatility, complexity and ambiguity interact. They’ve got to generate growth in low-growth economies. They’ve got to deal with buyers who are changing significantly in the way that they want to do business. And finally, there’s a whole…

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By Dan Dowling Accounting Automation Business Development Customer Relationship Management (CRM) Data Privacy Enterprise Relationship Management ERM Marketing Professional Services Relationship Intelligence

18 Jun: Case Study: How to Streamline Data Quality Management in CRM, Eliminate Time-Consuming Manual Data Entry

 

The success of Atlanta-based firm Frazier & Deeter is a case study in the art of the possible when it comes to the power of using artificial intelligence and data automation to streamline data quality management and revenue-generating activities. Read on to learn more.

Frazier & Deeter Seek to Automate Marketing Data Administration

When Frazier & Deeter first turned to Introhive’s relationship intelligence and data automation platform, they were looking for help easing manual marketing processes. Thanks to the platform, the firm not only succeeded in that endeavor but also revealed growth-driving relationship insights.

In fact, the Introhive…

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By Dan Dowling Accounting Automation Business Development Customer Relationship Management (CRM) Data Privacy Enterprise Relationship Management ERM Marketing Professional Services Relationship Intelligence

04 Jun: Case Study: How to Automate Revenue-Driving Activities, Increase CRM ROI

Like many organizations today, accounting firm Kaufman Rossin wanted to further enhance client experience management across their accounting, tax and consulting service practices by increasing adoption of their customer relationship management (CRM) system. And, at the same time, they didn’t want to add administrative workload to their professionals’ full schedules.

To boost adoption without overburdening their teams, Kaufman Rossin turned to Introhive’s relationship intelligence and data automation platform. But what they ultimately discovered was much more.

Indeed, the platform enabled the firm to:

Increase CRM adoption Visualize client engagement and growth trends Automate intelligent lead generation for business…

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By Dan Dowling Automation Business Development Customer Relationship Management (CRM) Data Privacy Enterprise Relationship Management ERM Legal Legal Marketing Relationship Intelligence

07 May: Case Study: How to use relationship intelligence to deliver superior client experiences

If you’re trying to use technology and change management to innovate and set your firm apart, you know that the hardest part can be knowing where to begin.

Often, it helps to have a trusted and respected brand to look to. One that has already paved the way to success. And if you want to help your firm enhance client experiences, look no farther than the success story of long-time innovator, law firm Osler, Hoskin & Harcourt.

The firm wanted to integrate their business technology stack to break down data silos, streamline and enhance their client experience and turn their…

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