Professional Services

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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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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…

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10 Jun: Introhive, Purus Consultants Partner to Deliver Salesforce Success Strategies

Relationship intelligence leader, Salesforce experts team up to help business get more value from CRM

London, 10 June, 2019 — Introhive, the leader in relationship intelligence and sales automation technology, recently partnered with Purus Consultants, a boutique Salesforce consultancy in the United Kingdom, to help organizations get more value from their customer relationship management (CRM) investments.

While Introhive lends its best-in-class CRM automation and artificial intelligence platform to the partnership, Purus adds Salesforce development, integration, implementation, training and ongoing support expertise.

Introhive’s Partner Director for Europe, Middle East and Asia, Alison Hodivala, describes Introhive’s platform as a business-automation…

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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…

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30 May: Introhive, SalesLevers Partner to Deliver Data-Powered Sales Performance Strategies

Relationship intelligence leader, sales performance experts team to transform sales organizations

London, 30 May, 2019 — Introhive, the market leader in relationship intelligence and sales automation technology, announced a partnership with U.K.-based sales performance experts, SalesLevers, to bring their combined expertise to customers across a variety of fields.

Introhive lends their industry-leading business-automation and artificial relationship intelligence platform to the partnership. The SalesLevers’ team brings their integrated, consultative methodology to navigating challenges and meeting goals, backed by a combined fifteen decades of experience transforming sales organizations.

Introhive’s Partner Director for Europe, Middle East and Asia, Alison Hodivala, describes Introhive’s…

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21 May: Investing in digital transformation: Why high-quality data is do or die

Is your organisation contemplating investing in digital transformation? Or already in the thick of it? If so, you’re not alone. By the end of this year, enterprises will have spent more than $2 trillion on digital transformation efforts.

But while 87 percent of organisations believe digital technologies will disrupt their industries, only 44 percent feel adequately prepared for that disruption. To help bridge this gap, I was honored to share Introhive’s take on how we help shepherd our customers through their digital transformation journey with Briefing Magazine this month.

Briefing is business management publication focused solely on the…

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23 Apr: Introhive, Calico Partner to Deliver Data-Powered Legal Services Strategies to United Kingdom

Enterprise relationship intelligence leader joins roster of legal solutions experts

London, April 23, 2019 — Introhive, the leader in relationship intelligence and sales automation technology, recently partnered with legal solutions group Calico, the United Kingdom’s essential resource for law firms, as a member of its stable of legal solutions experts.

Led by well-known legal sector specialists, Directors Pauline Freegard and Katrina Bevan, Calico brings together suppliers, consultants and start-ups to help more than 4,000 U.K. legal firms more easily find solutions and connect with service providers.

“Currently, given the challenges of running a practice and the lack of supplier-side…

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16 Apr: Introhive, Client Savvy Partner to Deliver Data-Powered Marketing Strategies

Relationship intelligence leader, client experience strategists join forces to help customers build lasting business connections

Chicago, April 16, 2019 — Introhive, the market leader in relationship intelligence and sales automation technology, announced a partnership with B2B marketing strategy experts Client Savvy, to bring their combined expertise to customers across the professional services and architecture, engineering and construction (AEC) industries.

While Introhive lends their industry-leading business-automation and artificial intelligence platform to the partnership, Client Savvy adds design, implementation, and measurement expertise to the mix. Client Savvy also has more than 15 years of experience helping AEC customers align their client strategies…

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26 Mar: 3 Reasons Relationships Still Matter in the Digital Age

It’s hard to ignore technology’s growing presence and impact in the office, especially if you work in the professional services industry. Accounting, law and consulting firms are anticipating major technical, behavioral and cultural shifts in the next few years thanks to technology. How will these shifts benefit—or hinder—business relationship management efforts at your firm?

For one, software and automation technologies are reducing time spent on mundane tasks that have plagued accounting, law and consulting firms for decades. Just take a look around your office. How many professionals do you see stuffing envelopes with invoices, or entering data into spreadsheets?

By…

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18 Feb: Introhive Stays Ahead of Data Privacy Curve

Relationship intelligence leader preps for California’s 2020 data privacy act at CCPA Comprehensive 2019

Fredericton, New Brunswick, Feb. 18, 2019 — To keep ahead of the increasingly stringent data privacy curve, Introhive, the market leader in relationship intelligence and sales automation technology, is sending its top legal mind to the CCPA Comprehensive 2019 conference. The International Association of Privacy Professionals will host the event Feb. 25, at the Fremont Marriott Silicon Valley in Fremont, Calif.

CCPA Comprehensive is a day-long examination of the California Consumer Privacy Act of 2018 (CCPA). Created in response to the increasingly commonplace threat of data breaches…