Gone are the days when we could pop our heads over a cubicle and ask a colleague if they know so-and-so at XYZ Company, and don’t even think about collecting business cards at a Happy Hour event or a tradeshow! The world of business development in B2B financial services has gone digital in a big way. We all know that business flourishes when we can nurture and harvest our current relationships and when we can make new connections, but how can this be done without face-to-face interactions and easy collaboration in the office? Is it even possible to achieve this…
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…
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…
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…
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…
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…
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…
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…
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…