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02 Dec: CRM Data Migration: 6 Best Practices for a Better Database

CRM data migration, moving your information from one system to another, seems simple on the surface. It’s just a technical exercise of mapping and moving data from old fields to new fields, right? Not quite. In order for a new customer relationship management (CRM) to provide long-term business value, your IT team needs to handle a data migration with caution.

One of the first questions your team will need to ask is, which pieces of data will you transfer? Because you don’t want to muddle a new system with inaccurate, incomplete, or poor contact and account records that have been…

By David Goyette Automation Business Customer Relationship Management (CRM) Data Privacy Data Quality Management Enterprise Relationship Management ERM Marketing Sales

30 Jul: GDPR and Enterprise Relationship Management Demystified

In January 2019, in one of the largest privacy fines ever, the French National Data Protection Commission imposed a €50 million penalty against Google for violating the Eurpean Union’s General Data Protection Regulation (GDPR).

Created in response to the increasingly commonplace threat of data breaches and consumer privacy violations, regulations like GDPR are spreading around the world. As Introhive’s Data Protection Officer, I’m certified in understanding these new rules (including GDPR, Canada’s Anti-Spam Legislation and Personal Information Protection and Electronic Documents Act, and the California Consumer Protection Act). But I certainly understand why many organizations and executives are struggling…

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…

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 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…

By David Goyette Business Data Privacy

16 May: Why GDPR Is a Marketing Opportunity, Not a Burden

You’ve likely seen the flurry of emails announcing updated privacy policies from companies that have your email address with the EU General Data Protection Regulation (GDPR) going into effect. And while the fact that this is EU legislation may lead you to believe that the GDPR doesn’t apply to you, you’d be mistaken as it will affect any business that collects the data of an EU citizen. Odds are, that includes your organization. To avoid costly penalties or damage to your client relationships, your firm needs to adhere to the GDPR’s rules and guidelines surrounding client data and information.

While…

By Jody Glidden Data Privacy News

08 Mar: Introhive Hires David Goyette as General Counsel and Data Protection Officer

GDPR is coming and will affect many unprepared organizations in its wake. The European Union’s General Data Protection Regulation (GDPR), going into effect May 25, 2018, will require compliance from any organization established in the European Union or when doing business with EU citizens.

According to a recent Solix Technology study — conducted between October and December 2017 with IT professionals at more than 100 companies — 65% of organizations are unable to comply with GDPR or unsure whether an individual’s personal information is purged from all systems forever, and 22% are unaware they must comply with GDPR, even if…