Maximizing Success in Mergers and Acquisitions: A Guide

Discover the critical strategies top firms are using to navigate the complexities of mergers and acquisitions (M&As). Read this exclusive FREE guide to learn how to ensure collaboration, foster client loyalty, and drive value post merger.

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A meeting with a key client stakeholder identified via relationship mapping software.

The  Best Relationship Mapping Software & Tools (A 2025 Guide)
  • 11 minutes read
  • Blog
Business development team at a law firm discussing relationship management strategies, including alumni tracking, while evaluating CRM for law firms solutions

Choosing a CRM for Your Law Firm? Read This Insider’s Story First.
  • 10 minutes read
  • Blog
Professional services team discussing client health based on customer intelligence analytics

Customer Intelligence Analytics: The B2B Metric You’re Not Tracking
  • 11 minutes read
  • Blog
Professional advisor in a meeting with a key stakeholder — the result of a warm introduction that opens doors to key account growth.

How to Get a Warm Introduction: A 5-Step Guide with Templates
  • 14 minutes read
  • Blog
A business leader and colleagues discuss strategy in a team meeting, which highlights the difference between data and intelligence in using CRM for client insights and outreach.

Data vs. Information: A Simple Guide (Plus the Next Step: Intelligence)
  • 14 minutes read
  • Blog
Business professionals discussing a potential warm introduction to a key stakeholder for an upcoming RFP, demonstrating how relationship intelligence maps ‘who knows who’ and provides actionable insights for better client outcomes.

What is Relationship Intelligence?
  • 15 minutes read
  • Blog
Consulting team high-fiving in celebration, highlighting teamwork made easier with software for consultants.

The 15 Best Software Tools for Consultants (2025 Tech Stack)
  • 12 minutes read
  • Blog
A B2B sales team multi-threading an opportunity using customer intelligence for B2B, leveraging insights into their relationships to strengthen engagement with the account.

What is Customer Intelligence? (The B2B Guide)
  • 18 minutes read
  • Blog
Two women at a top-tier law firm discussing strategies for law firm business development.

The Modern Lawyer’s Guide to Business Development
  • 18 minutes read
  • Blog

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