relationship mapping

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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…

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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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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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07 May: Case Study: How to use relationship intelligence to deliver superior client experiences

If you’re trying to use technology and change management to innovate and set your firm apart, you know that the hardest part can be knowing where to begin.

Often, it helps to have a trusted and respected brand to look to. One that has already paved the way to success. And if you want to help your firm enhance client experiences, look no farther than the success story of long-time innovator, law firm Osler, Hoskin & Harcourt.

The firm wanted to integrate their business technology stack to break down data silos, streamline and enhance their client experience and turn their…

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30 Apr: 3 Ways AEC Firms Can Improve Sales and Marketing Alignment

As the unrelenting wave of digital transformation washes over nearly every business, the movement has finally reached the notoriously traditional architecture, engineering and construction (AEC) industry and its customers, as well.

At the same time, the growth of omni-channel and transmedia marketing engagement strategies further complicate how marketing and sales teams nurture and engage customers through a journey to purchase.

The former aims to provide a seamless customer experience, regardless of channel or device or stage of maturity. While the latter is all about storytelling that “transports” a customer into a brand’s world, to forge a personal connection…

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23 Apr: Beyond Physicians: Growing Pharma Sales Using Relationship Maps

Times are changing for the U.S. pharmaceutical sales market. Companies and sales teams are challenged with the controversy of the opioid epidemic and the advancement of marijuana legalization. And while a big chunk (42 percent) of sales continue to go through doctors’ offices, the on-the-rise areas of focus are government agencies, managed-care organizations and the patients themselves.

This change in prospect focus is top of mind for executives, with one survey even rating their concern with the shift ahead of new product development.

Branching out into new sales areas means seeking out and building new connections with an…

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04 Apr: Four ways to grow your AEC client roster with relationship mapping

In an effort to jumpstart lagging productivity, the architecture, engineering and construction industry is looking to cutting-edge technology, like augmented reality, artificial intelligence and machine learning. And now relationship mapping technology.

It makes sense. Artificial intelligence is already revolutionizing logistics, construction, and even design. Now it’s simplifying how AEC firms build the business relationships that matter.

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26 Mar: 3 Reasons Relationships Still Matter in the Digital Age

It’s hard to ignore technology’s growing presence and impact in the office, especially if you work in the professional services industry. Accounting, law and consulting firms are anticipating major technical, behavioral and cultural shifts in the next few years thanks to technology. How will these shifts benefit—or hinder—business relationship management efforts at your firm?

For one, software and automation technologies are reducing time spent on mundane tasks that have plagued accounting, law and consulting firms for decades. Just take a look around your office. How many professionals do you see stuffing envelopes with invoices, or entering data into spreadsheets?

By…

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14 Mar: How to Cultivate the Elements of a Successful Business Development Strategy

The Four Elements of Business Development: Get Them All

Is your legal firm struggling to grow? As I talked about in my last post, in the face of flat-lining legal services demand, a strong business development strategy is more important than ever if you want to expand.

In that post, we ran through the four revenue-generating elements of business development: customer retention, cross-selling, upselling and prospecting. And I shared how enterprise relationship management platforms, like Introhive, makes it easier for firms (like Fenwick & West LLP) to include all four in their daily processes.

Now, let’s see if you know…