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 development
- Uncover valuable connections at key accounts
To get the details of their innovative path to CRM ROI success, download the Kaufman Rossin case study.
One of the United States’ largest CPA and advisory firms, Kaufman Rossin is headquartered in Miami and provides professional services, including accounting and tax and consulting, to businesses, attorneys, bankers and individuals in dozens of countries.
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How Introhive Accelerates Business Development
See for yourself how Introhive automates mundane tasks and manual CRM data entry, while also serving up key client insights—exactly when and where busy professionals need them most.