relationship mapping

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22 Jan: 3 Benefits of Relationship Mapping for Accounting Firms

As more and more medium and small businesses bring accounting tasks in-house, accounting firms are struggling to stay in the game, let alone grow. But it’s not all doom and gloom. Accounting firms can get by—and thrive—with a little help from their friends, contacts, extended network and new technology. Relationship mapping helps provide critical relationship insights that can help these firms win new business, grow existing accounts and provide a higher level of proactive support. Read on for the top three ways:

1. Quickly Gauge Relationship Strength

Relationship mapping provides accounting firms with a deeper understanding of the relationship strength of…

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16 Jan: Data Transformation: 4 Steps to Better Understand Your Customers

How to Transform Your Data in 4 Steps Using data transformation methods to improve customer understanding

Customers and prospects are everywhere. Unfortunately, for most organizations, so is their data.

To adapt to user preferences and stay top of mind, organizations are continually expanding the number of channels they use to market and communicate with clients. But all too often, each data stream exists in its own vacuum, resulting in data that are both underutilized and not representative of a customer’s experience with a business or brand.

This presents a pressing challenge: turning their ever-growing, disconnected mass of user data into…

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12 Dec: 3 Key Differences Between Relationship Maps and Graphs

In an age of dwindling consumer trust, relationships not only still matter—they’re foundational to setting yourself apart from the competition. It’s no wonder organizations of all types and sizes are looking to optimize how they get a handle on and make use of their organization’s relationship capital. 

What is relationship capital? At Introhive, we define it as the sum of all of the relationships of all of the people within your company and its extended business network. These can be relationships with employees, board members, clients, intermediaries, partners, suppliers, as well as with your alumni, ex-employees, and industry leaders.

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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…