Customer Relationship Management (CRM)

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18 Dec: How to Change Your CRM Thinking from System to Systematic

Is your CRM generating the ROI your law firm deserves?

With 63 percent of law firms reporting user adoption and data quality as their top CRM challenges, odds are the answer is no. If your lawyers and business development team aren’t using the tool, quality customer data won’t get entered, creating a vicious cycle of poor adoption and data that does the opposite of drive new business.

So, how can you correct course and right the ship?

In my experience, it all comes down to your approach to CRM. Instead of thinking about your CRM as a system, you need…

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15 Nov: 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.

Toronto (PRWEB) October 09, 2018 – 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…

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05 Nov: 6 Best Practices for Improving Your CRM Data Quality

You’ve invested countless hours and dollars implementing a customer relationship management (CRM) system to help keep your database organized and business development teams aligned, but enabling them to sell in a way that has a positive impact on growth will take more than just a centralized place to manage contacts and accounts. Without high-quality data in your CRM, your team will never truly realize the full value of your CRM investment.

According to the State of Sales Report by Salesforce’s Research Team, 66% of a sales rep’s time is spent on administrative tasks and activities, not directly tied to selling…

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12 Dec: 7 Ways Financial Services Firms Can Leverage Artificial Intelligence

Haunted by visions of robots compiling information and spitting out numbers as you wonder what happened to your once booming financial services firm?

Relax.

You won’t have to surrender to any robot overlords.

In fact, jobs in financial services — tax preparation, auditing, consulting — are about to get more efficient. That’s because machines eliminate manual data entry and provide instant insights, leaving you and your business development team with more time to ensure ongoing loyalty and drive new business.

What is AI?

Artificial intelligence (AI) is technology that collects information and learns from what it stores, enabling computers to…

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17 Oct: The Big List of Professional Services Business Development Resources

In an increasingly competitive and digital landscape, professional services firms and their business development teams need every tool available at their disposal to attract and retain clients. Without them, your firm may struggle to grow.

To help your business development or marketing teams nurture their client relationships and attract more clients, we gathered the ultimate list of business development resources for professional services firms. Check out all 17 of them below.

On the Go Resources

Forecast [Podcast]

Forecast is a leading podcast for professional services B2B marketing. Through this podcast you will take a crash course in lead generation, nurturing,…

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13 Jul: Why Following Up Puts You Ahead of 75% of the Competition

We’re guessing as a business development professional, you’d like to position yourself in the elite class of your peers. Here’s one sure way to do just that – follow up on leads more than twice, and you’ll place yourself above 75% of the competition. And if you’re in the insurance and brokerage industries, you’ll launch yourself past 90% of your competitors, according to a recent report by Conversica. In fact, there are many follow-up best practices that can, and should be followed by every business development professional.

Conversica researchers visited the websites of 538 companies across nine industries, and asked…

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18 Aug: [INFOGRAPHIC] The Headaches of CRM Data Entry

Customer Relationship Management (CRM) systems can be great tools for driving sales, providing better service for customers, and keeping everyone across an organization on the same page.  Unfortunately, to achieve the benefits that companies are looking for, CRM users are required to continuously log new records and update existing ones, can cause some serious CRM headaches for your organization.

A recent Salesforce Research report discovered that upwards of 66% of a sales persons day is spent not actively selling, but managing data entry, administrative tasks and prepping for meetings. The time spent on these tasks typically results in headaches and…

02 Jul: Putting the Relationships Back in CRM: How to Retain Customers

Customer churn is one of the most painful parts of business. Businesses understand and agree that it’s more cost effective to retain customers than acquire new ones but businesses continue to struggle in sustaining long lasting relationships with their clients.

A recent study from IBM showed that most companies using CRM use it to solely gather transactional information with little focus on relationships. They focus on sales and place very little emphasis on what the “R” in CRM actually stands for.

The same study shows that companies who use data to foster relationships outperform those don’t. As such, it’s not…

19 Jun: Introducing Introhive For Salesforce

Salesforce rocks. We run the customer facing side of our business on it and we’re not alone. There are over 100,000 other companies who are just like us: Salesforce customers. This is why we’re excited to announce today our release of Introhive for Salesforce.

Introhive for Salesforce brings our powerful relationship platform to the AppExchange. Enterprise customers can now access the valuable sales intelligence of the Introhive platform directly where they need it: Salesforce. This helps customers:

Close Deals Faster with Relationship Insights

Discover who in your organization is best connected and can introduce you to your target companies, leads…