Relationship Intelligence

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05 Jul: Fall in love with your CRM

I know you wanted to fall in love with your CRM, but are you on the verge of breaking up with your customer relationship management (CRM) solution for good? 

Have you been struggling to get the most out of your CRM, but all that time, effort, and money wasted trying to increase your team’s adoption and usage has you pulling out your hair? 

I feel you. But don’t dump your CRM yet, I’ve got solutions—lots of them. 

Fall in love with your CRM

I’ve got the secrets for how to make your sales professionals not only fall in love with…

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17 Jun: Relationship intelligence is the key to growing Assets Under Management

Every personal wealth manager handling Assets Under Management (AUM) knows that the best—which is to say, the easiest—way to get new clients is through referrals. If you’re keeping your clients happy, they’ll keep you happy by sending new business your way.  

But what do you do when those referrals dry up? Or, what if you’re new and don’t have a healthy roster of clients to make those referrals? 

As a personal wealth manager, it’s your job to always be on the lookout for a wealthy professional with lots of cash or other assets to invest under your management, preferably a…

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02 Jun: The Power of Data in Staffing and Recruiting

Never before has the power of data in staffing and recruiting been so strong. Like most industries, the staffing and recruiting sector has been impacted, challenged, and forever changed throughout the course of the pandemic. 

As they struggled to adapt to rapidly shifting needs in their industry, staffing and recruiting professionals have learned that the solution to their challenges is technology. In particular, S&R pros who lead the pack have embraced technology that helps them manage and leverage the power of data.

Technology has helped drive forward how staffing and recruiting firms collaborate and communicate. Tools like Zoom, Slack, Google…

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25 May: 3 Warning Signs Your Deal is in Danger

3 Warning Signs Your Deal is in Danger

Anyone who’s ever been in sales knows that not every deal makes it to the finish line. But one of the things that differentiates a good salesperson from a great one is being able to see when a deal might be going off the rails so they can take proactive steps to get things back on track.

The trick is being able to see the warning signs your deal is in danger. 

Exploring these warning signs was what brought Salesforce, Gong, Proposify, Chili Piper and SalesLoft together on May 19, 2021 for…

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20 May: Top 3 Reasons Financial Services Organizations Need Better Relationship Intelligence

Customer data is gold. Precious, shiny gold.

Thoughtfully used, customer data is the key to unlocking your business’s growth potential. It lays the foundation for forging more meaningful customer relationships and tapping into new revenue streams from existing customers and prospects. See what I mean? Gold.

The trick is knowing how to use it. To fully capitalize on the true power of customer data, you need to know where to find it and how best to leverage it. But, more importantly, you need to be confident in its quality and integrity.

As the saying goes: garbage in; garbage out. Customer…

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17 May: 5 Ways to Win New Engagements

New engagements are the cornerstone of any Consulting firm.  Without them, the business wouldn’t grow or prosper. That’s why everyone is always on the lookout for ways to win new engagements.

We tend to focus on the deal itself, and often overlook how we get there in the first place. But every new Professional Services or Consulting engagement comes from somewhere, usually a certain opportunity or person. It’s important to remember that without new engagements, there are no new deals.

We have put together this list of 5 ways to win new engagements—ranked from hardest to easiest—and what each can…

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05 May: Top 6 Sales Lessons for Business Development

Introhive’s very own sales expert Ben Brammer brings you the top 6 sales lessons for Business Development.

These are the key takeaways Ben has gleaned from his time (so far) selling for Introhive, including tapping into the power of relationship intelligence to pursue warm leads, prioritizing relationship building, and the importance of sales teams having access to the same client information. 

If you’re looking for tips on how to work smarter to close more deals, look no further; Ben’s got you covered.

1. Find the warm leads first

Well aware that 84% of B2B buying processes start with…

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13 Apr: What is Artificial Intelligence (AI)?

Written with contributions from Mike Mullen and Peter McGaw.

Artificial Intelligence (AI) is a popular buzzword, but you might be surprised to learn what it actually means. When many people think of AI, what first comes to mind are images of human-like computers responding to their everyday needs, like some kind of robotic butler. For others, AI conjures up it’s dramatic ideas of a monolithic entity replacing humans entirely and taking control of the world (hello, The Matrix). And, unfortunately, a growing number of people don’t associate AI with much of anything. To them, it’s just a trendy, overused term…

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11 Aug: Collaboration and Success: Top 5 Reasons to Collaborate

Imagine yourself starting in your profession today, trying to figure out what are all the things we do, who knows what about all of these things, who can help me, and how do I connect with these people? Building organizational awareness can take a very long time even when you are working in an office environment. Beyond your own office, there is still more to learn about everyone that works in other offices and in other places.  

Collaboration has been a hot and interesting topic of discussion when speaking with business and career development professionals, and it’s no…

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10 Jul: How AI can help your organization uncover hidden revenue

Picture this: It’s the first chilly day of winter and you reluctantly pull out your parka. It’s been months since you last wore it, of course, but you settle into its comfortable fit and head out the door. Realizing it’s cooler than you thought, you slip your hands into the pockets and voila! A $20 bill. 

Most of us have had the experience of finding some money in a purse, jacket, or bag over the course of our years. It’s a simple pleasure just to find a couple of bucks you’d forgotten about. But imagine if you could dig into…