crm automation

02 Oct: CRM: How to Tackle the Biggest User Adoption Challenges

A whopping 91 percent of organizations with more than 10 employees have a tool for customer relationship management (CRM). But investment in a CRM alone doesn’t equal widespread user adoption.

In fact, only 40 percent of businesses boast a CRM adoption rate of 90 percent or more, while the majority of businesses struggle to encourage system use.

To find out why, and come with some solutions, Introhive’s Head of Technical Solutions for EMEA, Ben Roles, joined Mike Driver, an industry CRM expert and Director of LogiCRM, to discuss CRM adoption best practice.

Between them, Mike and Ben…

By Adam Stewart, Director of Technical Services & Sales Enablement | Introhive Automation Business Business Development Customer Relationship Management (CRM) Enterprise Relationship Management ERM Sales Warm Introductions

10 Sep: How to Tap Your Network to Boost Sales

Read on for a quick 101 in the art and science of warm introductions.

If your cold calls get the cold shoulder, know that the odds are against you. Just 1 percent of cold calls result in a meeting. And nearly nine out of 10 high-level B2B buyers don’t even respond to them.

What buyers really want are referrals from people they know. In fact, a referral kicks off the sales process for 84 percent of B2B buyers. Why the high rate of success? Because referrals from real-life connections warm up the buyer (hence the phrase “warm introductions”),…

By Dan Dowling Automation Business Business Development Customer Relationship Management (CRM) Enterprise Relationship Management ERM Relationship Intelligence Sales

06 Aug: 4 Reasons Enterprise Relationship Management is a Must-Have for Global Organizations

Whether your organization spans the globe or just hopes to someday, the top priorities of any business tend to look something like this: Grow revenue and market share, turn up the efficiency and productivity dials, and shrink risk as much as possible.

Organizations that faithfully execute on the above goals tend to thrive. But, especially when you are global or on that trajectory, there are also growing pains to consider. The bigger your organization gets, the more disconnected your people (and tools and processes) become.

Luckily for you, you’re doing business during the digital age, when new tech, like…

By Dan Dowling Business Customer Relationship Management (CRM) Enterprise Relationship Management ERM Relationship Intelligence

23 Jul: Introhive’s Approach to Customer Success

How a dedication to customer experience and success sets Introhive apart

On the hunt for an enterprise relationship management (ERM) platform? Consider the world’s most popular ERM tool: Introhive. Today, more than 150,000 market-facing professionals in more than 80 countries use our platform to unearth business-building connections and streamline customer data management.

Our best-in-class relationship intelligence and business automation products is definitely one reason we’re no. 1 ( you sure won’t find our cutting-edge mix of features anywhere else). But based on customer feedback I’ve been lucky to hear, I think the real secret sauce is our unparalleled customer…

By Christian Grandy Automation Business Business Development Customer Relationship Management (CRM) Digital Transformation Enterprise Relationship Management ERM Insurance Marketing Relationship Intelligence Sales

09 Jul: Digital Transformation in Insurance: How to Pull Away from the Pack

Are you a leader or are you a follower? Over the past few years, insurance giants have pulled ahead in their digital transformation efforts, rolling out new features that improve the customer experience, optimize back-end efficiencies, and create a framework for ongoing innovation.

The stakes around digital transformation are high and choosing to hold may affect a company’s long-term solvency. In fact, 44 percent of insurance leaders think that, in the future, “most existing insurers will not survive, at least in their current form.”

Even if you’re lagging behind, it’s not too late for your firm to break…

By Dan Dowling Accounting Automation Business Development Customer Relationship Management (CRM) Data Privacy Enterprise Relationship Management ERM Marketing Professional Services Relationship Intelligence

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…

By Bridget Pfefferle Automation Customer Relationship Management (CRM) Data Quality Management Enterprise Relationship Management ERM News Partnerships Professional Services Relationship Intelligence Sales Social Selling

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…

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…

By Christian Grandy Business Development Customer Relationship Management (CRM) Enterprise Relationship Management Insurance Insurance Brokerages Relationship Intelligence Warm Introductions

28 May: Break Through the Five Barriers to Insurance Brokerage Success with Enterprise Relationship Management

The climate within the insurance brokerage business is undergoing a significant transformation. And those who don’t evolve risk being left behind. Experts predict that brokers at the forefront of technology will have the greatest success, and I am inclined to agree.

Read on to learn more about today’s top five barriers between insurance brokerages and success in this shifting marketplace. And find out how a new wave of innovative technology, enterprise relationship management (ERM), can help your firm break through.

1. Speed of technological change, digital disruption

Machine learning and artificial intelligence, once science fiction, are now today’s in-demand…

By Adam Stewart, Director of Technical Services & Sales Enablement | Introhive Business Development Commercial Real Esate Relationship Intelligence

07 Mar: 5 Tips to Improve Commercial Real Estate CRM Adoption

Across most of the business world, technology has become synonymous with efficiency and growth. Even the commercial real estate (CRE) industry, which has been slow to join the digital transformation movement, is getting on board. And today, CRE leaders are looking to digital technology to overcome new challenges and get the most out of properties.

In fact, more than half of recent CRE survey respondents said they believe technology advancements will have the greatest impact on legacy properties in the next three years. While 80 percent said the commercial real estate industry should prioritize the use of predictive analytics and…

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