M&A

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19 Jul: How Your Firm Can Clean Up Dirty Data without CRM

Customer Relationship Management software (CRM) is a standard tool in most businesses’ tech stack, but have you ever wondered if it’s possible to clean up dirty data without CRM?

Dirty data is a challenge for every business, big and small. But let’s face it, while CRM is the go-to solution for cleaning up dirty data, it isn’t for everybody. 

The good news is yes, as a matter of fact, your firm can clean up dirty data without CRM. 

CRM are not one-size-fits all

After a bit of research, many small-to-medium-sized professional services firms—legal, accounting, consulting, staffing and recruiting, and the…

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08 Jan: How Introhive Ensured CRM Success for Wilson Allen Merger

In 2018, Wilson Legal Solutions formally merged with Stanton Allen, uniting their software and services businesses. It was imperative they quickly bring together disparate data sets to understand the collective relationships they have with their clients and prospects.

However, the joint business was using two different instances of Salesforce CRM, so this information was hidden and difficult to extract.

 

The Opportunity

Wilson Allen unites the software and services offerings of Wilson Legal Solutions, along with the CRM and business development expertise of Stanton Allen. Wilson Allen empowers their clients to use data and software more effectively so they…