Enterprise Relationship Management

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05 Aug: McCann FitzGerald Invests in Introhive Relationship Intelligence to Deliver Enhanced Customer Experience

One of Ireland’s premier law firms, McCann FitzGerald, has added Introhive’s enterprise relationship management platform to their suite of AI-driven legal technology.

“Whether we’re developing our own information systems or investing in innovative solutions like Introhive’s relationship management system, every decision we make comes back to one issue – will it help us improve our understanding of our clients and the experience they receive from our firm?” said Barry Devereux, McCann FitzGerald’s Managing Partner.

 

 

 

“We want to provide our clients with the best possible experience, and that requires a deep understanding, across the firm, of every touch…

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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…

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25 Jul: 15 Quick Tips to Make Your Pitches More Effective

Are you or your team members struggling to put together more effective pitches? Never fear. Check out this list of winning tips from the sales performance experts at SalesLevers.  

1. Only present your offer after summarising the client’s total situation and their requirements—and gaining their acceptance of your summary.

2. Don’t present ideas in the offer for which the client can see no requirement.

3. Know the offer inside out. Sound and detailed product/service knowledge will give you the confidence to make a good presentation. Skimpy knowledge makes for presentations which will reflect a lack of confidence. Such presentations will…

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23 Jul: Introhive’s Approach to Customer Success

How a dedication to customer experience and success sets Introhive apart

On the hunt for an enterprise relationship management (ERM) platform? Consider the world’s most popular ERM tool: Introhive. Today, more than 150,000 market-facing professionals in more than 80 countries use our platform to unearth business-building connections and streamline customer data management.

Our best-in-class relationship intelligence and business automation products is definitely one reason we’re no. 1 ( you sure won’t find our cutting-edge mix of features anywhere else). But based on customer feedback I’ve been lucky to hear, I think the real secret sauce is our unparalleled customer…

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16 Jul: Featured Partner Interview: SalesLevers’ Richard Higham on the Future of Sales

When SalesLevers’ founders Richard Higham, Martin Allison and Alan Timothy, set out to build their U.K.-based sales performance consultancy in 2017, they came from diverse backgrounds. But they all agreed on one thing: the world of sales was changing.

“We see four drivers of sales change,” Higham said. “Today’s sales teams have to sell in what we call a ‘VUCA’ world, where volatility, complexity and ambiguity interact. They’ve got to generate growth in low-growth economies. They’ve got to deal with buyers who are changing significantly in the way that they want to do business. And finally, there’s a whole…

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09 Jul: Digital Transformation in Insurance: How to Pull Away from the Pack

Are you a leader or are you a follower? Over the past few years, insurance giants have pulled ahead in their digital transformation efforts, rolling out new features that improve the customer experience, optimize back-end efficiencies, and create a framework for ongoing innovation.

The stakes around digital transformation are high and choosing to hold may affect a company’s long-term solvency. In fact, 44 percent of insurance leaders think that, in the future, “most existing insurers will not survive, at least in their current form.”

Even if you’re lagging behind, it’s not too late for your firm to break…

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04 Jul: Selling Into Vertical Industry Sectors

Are you considering selling into vertical industry sectors? Not sure it’s a good fit for your organization? Read on for my take on why organizations should adopt a vertical “go to market” strategy, and how to get started.

1. Customers like it

Every industry thinks they are unique! Buying behaviours throughout the value chain make vertical markets more important. Clients expect their suppliers to work in vertical markets because they have to work in vertical markets themselves.

2. Build on your strengths

You will probably be focusing on vertical markets where you already have a success story. Focus should allow…

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02 Jul: How To Improve Firm-Wide Collaboration Using Enterprise Relationship Management Technology

As technology’s evolution accelerates, the pace of productivity speeds up and clients’ service expectations rise accordingly.

For professional services firms, an increase in clients who require cross-practice, cross-expertise and cross-border work demands an increase in collaboration, which is often at odds with the sectors traditionally relationship-protective partners and consultants.  

However, in today’s competitive environment, improved collaboration is key to profitable growth. Heidi Gardner’s in-depth look at the state of professional services collaboration makes it clear that everyone involved in deeper collaboration benefits. Firms who collaborate more effectively gain a competitive edge, resulting in increased revenues, profitability and improved client…

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25 Jun: How to Topple Accounting’s Top 3 Barriers to CRM Success

CRM software is now the biggest software market in the world and for good reason. CRM success can pay out huge dividends.

Increased tech stack adoption, more targeted marketing, strengthened client and prospect ties, increased cross-selling and even revenue growth are all some of the potential payouts.

But, as I recently shared with Accounting Today, three common challenges stand between many firms and their CRM success stories.

Read on to find out how your firm can use new, integrative technology to overcome these barriers and reach CRM nirvana.

1. Accounting is a reactive industry

Core services lines (like…

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20 Jun: The 10 Cs of Sales Training

Sales training strategy is a vital component of managing a sales team. Here are 10 things to think about as you look at the way your salespeople learn and develop.

Sales Training Strategy Cs: 10 Focus Areas

Challenge: What’s the goal? Be clear about the objective. “Increase market share by 10 percent in a flat market”, “Generate 50 percent of revenue from our top 10 percent of accounts”. “Failure only comes when we forget our ideals, objectives and principles”. Agree what success looks like before going ahead with training.

Clarify: It is essential to have a clear and accurate picture of the…