Dan Dowling

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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…

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…

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 further 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…

By Dan Dowling AEC Automation Business Marketing Relationship Intelligence Sales

30 Apr: 3 Ways AEC Firms Can Improve Sales and Marketing Alignment

As the unrelenting wave of digital transformation washes over nearly every business, the movement has finally reached the notoriously traditional architecture, engineering and construction (AEC) industry and its customers, as well.

At the same time, the growth of omni-channel and transmedia marketing engagement strategies further complicate how marketing and sales teams nurture and engage customers through a journey to purchase.

The former aims to provide a seamless customer experience, regardless of channel or device or stage of maturity. While the latter is all about storytelling that “transports” a customer into a brand’s world, to forge a personal connection…

By Dan Dowling Events Legal Marketing

16 Apr: 4 Key Learnings From the 2019 LMA Annual Conference [Infographic]

Legal marketers have the tough task of trying to grow revenue in an industry that has seen a record number of mergers, acquisitions, and, of course, competition. They need new tactics, new technologies, and new processes to help attract and win new business for their firm.

The Legal Marketing Association’s (LMA) annual conference highlights the latest trends and best practices that drive tangible results for law firms. As a result, more than 1,400 legal marketing professionals descended upon Atlanta for this year’s conference April 8-10.

If you weren’t able to attend but still want to benefit from the latest…

By Dan Dowling Business Marketing

09 Apr: 4 Key Takeaways from MarTech West 2019 [Infographic]

Not seeing the desired ROI from your marketing technology? Lack the time to effectively measure your technology? Want advice on how you can remove the cultural resistance to change? In search of a technology solution for an emerging problem?

A crowd of senior-level marketers looking for answers to all of these questions descended on San Jose, Calif., April 3-5 for the 2019 MarTech West Conference.

If you didn’t get a chance to sit in on the 50+ MarTech sessions on the future of MarTech, maximizing the value of customer data, using technology to increase efficiency, and so much more,…

By Dan Dowling AEC Business Development

04 Apr: Four ways to grow your AEC client roster with relationship mapping

In an effort to jumpstart lagging productivity, the architecture, engineering and construction industry is looking to cutting-edge technology, like augmented reality, artificial intelligence and machine learning. And now relationship mapping technology.

It makes sense. Artificial intelligence is already revolutionizing logistics, construction, and even design. Now it’s simplifying how AEC firms build the business relationships that matter.

By Dan Dowling AEC Events

22 Mar: 3 Marketing Trends at SMPS Southeast 2019 [Infographic]

The 2019 SMPS Southeastern Regional Conference, held March 18-20, drew sellers, strategists, and managers from across the architecture, engineering and construction (AEC) industry. Together, they covered topics from volunteering and training to using creativity to engage an audience and solve common business problems.

If you missed it, don’t worry. We’ve got you covered. Check out our infographic to get a quick download of the key themes, top tweets and trends, and read on for the insights we gathered on marketing trends set to shake up the AEC landscape this year and beyond.

1. Emotions make marketing stronger

Marketers and…

By Dan Dowling Business Development Legal Legal Relationship Intelligence

14 Mar: How to Cultivate the Elements of a Successful Business Development Strategy

The Four Elements of Business Development: Get Them All

Is your legal firm struggling to grow? As I talked about in my last post, in the face of flat-lining legal services demand, a strong business development strategy is more important than ever if you want to expand.

In that post, we ran through the four revenue-generating elements of business development: customer retention, cross-selling, upselling and prospecting. And I shared how enterprise relationship management platforms, like Introhive, makes it easier for firms (like Fenwick & West LLP) to include all four in their daily processes.

Now, let’s see if you know…

By Dan Dowling Business Development Legal

12 Mar: 4 Key Elements of Successful Law Firm Business Development Strategy

Legal services demand has flatlined, stymying business development and marketing, leading some experts to point to increasing client dissatisfaction and the rapid growth of in-house legal departments as the cause.

But whatever the reason, a strong business development strategy that drives revenue and retains clients is more important than ever. Are you on the right track?

To be sure your business development plan is up to the task of dealing with today’s shrinking legal prospects, check out this list of four must-have elements.

The 4 Elements of Strong Business Development Plans Element #1: Customer Retention

Acquiring new…

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