crm automation

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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…

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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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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…

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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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13 Nov: 9 can’t-miss pieces of expert law firm marketing advice

In the legal services market, growth has stalled, corporate clients are taking their legal needs in house and independent law firms are losing their share of the market.

But with the right strategic focus and insight, your firm can stem the tide, raise your visibility and lock down new business.

Need a place to start? Read on for nine golden nuggets of advice from renowned legal marketing experts.

1. Clients Hire Lawyers, Not Firms – John Remsen Jr.

John Remsen Jr., the president and CEO of Managing Partner Forum, suggests doubling down on relationships.

“Generally, clients hire lawyers, not law firms. And…

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10 Oct: The Knowledge Continuum: How Data, Information, and Intelligence Work Together

Big data. Information technology. Business intelligence. You’ve heard all of the big data and analytics buzzwords. But it’s not all buzz. It’s the new reality.

Business intelligence (BI) tools are on the rise with 76% of C-level technology executives expecting to increase their BI and analytics budgets. Why? Data management solutions enable better decision making, improve operational efficiencies, and increase competitive advantages.

However, when investing in data management, predictive analytics, or business intelligence solutions, most firms make a critical error: They don’t know which pieces of knowledge they need. It isn’t until after they’ve invested in an intelligence solution…

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14 Mar: How to Solve Your CRM Adoption Problems Once and for All With Automation

From extra work to poor data quality, CRM adoption is something that a lot of businesses struggle with. It’s something we regularly discuss here on our blog as it’s core to what we do here at Introhive. Helping sales and business development teams across industries become more successful is our primary goal, and CRM systems are a huge part of that.

Unfortunately, if CRM adoption remains low, those teams aren’t reaping the rewards of the system. We think we have a solution for that. In fact, Microsoft Dynamics 365 recently invited two Introhive thought leaders, Adam Draper, Vice President, Sales…

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13 Mar: 3 Biggest Barriers That Impact Your CRM Success With David Whiteside

Customer relationship management (CRM) software is a necessary tool for modern selling organizations. CRM systems are widely used across organizations to support sales, marketing, business development and customer success track account and contact data. In fact, 91% of companies with over 10 employees have a CRM system. However, it has been found that 63% of all CRM adoption initiatives fail to deliver on desired outcomes. And if your team isn’t adopting the tool, success with your CRM is going to be hard to come by.

Why?

In our experience, there are unforeseen roadblocks obstructing your path to CRM success. To…