Dan Dowling

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16 Nov: Law Firm Gould & Ratner Automates Their Data Quality Management Process with Introhive

Your law firm’s CRM is a key ingredient to delivering top notch client experience management, but your relationship with your CRM can be love, hate at times. Having all your client and business development data in one place is invaluable, but driving adoption and usage across your firm can be a struggle.

Making sure your firm’s CRM has complete, accurate, and clean contact data is a challenge that most law firms grapple with, as data is dependant on practitioners in the firm using the system regularly. In reality, CRM adoption is much lower for law firms, which drastically impacts the…

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15 Nov: Osler, Hoskin & Harcourt LLP Invests in Relationship Intelligence Automation to Deliver Superior Client Experiences

TORONTO (PRWEB) OCTOBER 09, 2018 Osler, Hoskin & Harcourt LLP, a leader in Canadian business law, launched a new suite of services from Introhive, the leader in relationship intelligence and CRM automation for the legal industry.

Over a five-year partnership, Osler has worked with Introhive to develop cutting-edge solutions that would enable the firm to better meet its clients’ legal and business needs. The partnership was created to support the firm’s commitment to finding new and better ways to deliver world-class client experiences. This latest evolution in Osler’s innovation roadmap will allow the firm to gain deeper insight into its…

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30 Oct: 2018 LMA and Bloomberg Law Study: 4 Legal Marketing Trends That Spell Success

The latest Bloomberg Law and the Legal Marketing Association study has found that 62% of law firms are increasing their focus on marketing and business development. From greater internal pressure to generate revenue to corporate counsel reducing the number of firms they’ll work with to other firms becoming more sophisticated marketers, firms are looking to their marketing and business development teams to help.

Image credit: Bloomberg Law & LMA Research Study 2018

For legal marketers and business development professionals, this is great news. Whereas law firms and their attorneys have been traditionally focused on legal services, counsel, and the day-to-day…

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16 Oct: 4 Statistics That Will Help You Shape Your Marketing Technology Budget

People are an organization’s greatest asset, but technology is the heartbeat of modern business, helping companies operate more efficiently and more productively. Leaders today know they need to invest in innovative technology to keep pace with their competition and to deliver world-class customer experiences.

There are almost too many options out there today for companies to choose from; Customer Relationship Management (CRM), Enterprise Relationship Management (ERM), Business Intelligence (BI), Configure-Price-Quote (CPQ), Document Management Solutions, and the list goes on.

But while firms want to push innovation, many have historically encountered challenges with successfully deploying new technology company-wide. Failed technology projects…

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09 Oct: Osler, Hoskin & Harcourt LLP Invests in Relationship Intelligence Automation to Deliver Superior Client Experiences

Osler, Hoskin & Harcourt LLP, a leader in Canadian business law, launched a new suite of services from Introhive, the leader in relationship intelligence and CRM automation for the legal industry.

Over a five-year partnership, Osler has worked with Introhive to develop cutting-edge solutions that would enable the firm to better meet its clients’ legal and business needs. The partnership was created to support the firm’s commitment to finding new and better ways to deliver world-class client experiences.

This latest evolution in Osler’s innovation roadmap will allow the firm to gain deeper insight into its relationship intelligence and…

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11 Sep: 9 Experts Weigh-In on How to Maximize Business Development for Professional Services Firms

There are a number of growing variables in the professional services industry today that are impacting growth strategies; increasing competition, decreasing service demand, and disruptive technology. A whopping 79% of management consulting firms say they’re struggling to attract and develop new business in today’s ever-changing landscape. And that means your business development team is in the hot seat.

As a leader in your organization, you know what needs to be done to grow revenue. But it’s how to do it and how to do it well that are hard to pin down.

You know your existing clients hold seemingly…

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02 Jul: Reengineering Business Processes With Brian Hattaway of ProCore Resource Group

Customer Relationship Management (CRM) is a household name these days. According to a recent report from Gartner, CRM technology is now the largest and fastest-growing software market, with worldwide revenue reaching $39.5 billion in 2017.

Most businesses find CRM critical to its overall success, however, users of the platform struggle with adoption due to the lack of perceived value associated with CRM data entry tasks. Typically projects fail to reach desired results because the users simply don’t see why a CRM technology solution is better than Excel or Post-It Notes.

Technology is only one part of the equation, according…

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13 Jun: How to Navigate the Transforming B2B Sales Landscape

Technology. The great disrupter. It’s a universal truth that technology drives change. This can be seen throughout history and across industries. With every new invention and innovation, people are forced to evolve how they think and act.

B2B salespeople see this as much as anyone, and it forces them to adapt.

The benefit of adaptation is that it helps you get better. On the downside, rapid change can make it harder to organize your own sales team and get everyone on the same page. Today, we explore how the B2B marketplace is changing, and what you can do about it.

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17 Apr: 7 Financial Services Marketing Ideas That Improve the Customer Experience

Your clients want a better customer experience. It’s something that other industries have already picked up on with 89% of companies competing primarily through their customer experience (CX).

But the financial services industry is lagging behind. In fact, only 11.6% of financial services institutions have allocated their budgets towards improving their customer experience. This creates a huge opportunity for your firm to separate yourself from your competitors with a customer experience that tops the rest.

To help you create a world-class customer experience that will transform your organization into an invaluable resource for your clients, here are our seven financial…

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20 Mar: CRM vs. Marketing Automation: Do You Really Need Both?

In today’s modern selling landscape, there are a number of tools out in the marketplace that claim to improve your sales and marketing effectiveness. The two most popular technology investments for sales and marketing funnel management include CRM and marketing automation software.

While the names alone imply inherent differences, more and more CRM and marketing automation solutions are adopting a holistic approach, offering tools for both sales and marketing teams. If you’re like many executives out there, this has you wondering if you really need both tools or if you can save budget by only investing in one or the…