PROFESSIONAL SERVICES

The Professional Services Sector runs on relationships.

The “Big Four” rely on Introhive for better relationship data. You can too.
Is CRM adoption a sore subject around your office? If so, you’re not alone. Not even close. Nearly every professional services firm has struggled at some point with timely, accurate data input. That’s too bad because when the right data starts flowing into the CRM, valuable relationship insights can finally start flowing out.

Introhive makes relationship intelligence automation a reality at professional services firms.

We take the pain out of CRM usage because we take pretty much all the pesky work out of CRM usage. When your CRM starts gushing actionable relationship intelligence automatically, it evolves beyond a professional services “management tool.” Which is good because then management can finally stop begging and pleading people to use the CRM (and they can finally start seeing an ROI from the thing).

Introhive’s professional services clients enjoy:

• Insight into recent client interactions via Bloomberg chat.

• Pre-meeting intelligence emails that provide up-to-the-minute insights regarding the client, along with contextual relationship data for all attendees and other relevant contacts.

• Relationship intelligence for setting up the best delivery team, including delivery team dashboards to ensure contracted deliverables become a reality.

• Contextual board member intelligence and relationship data that can help your firm establish and build pivotal relationships.

• An automated process that makes research analysts more efficient and effective.

See how easy it is to make your organization data driven by default.
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03 Oct: 10 Must-Attend Professional Services Marketing, Business Development and Tech Conferences

Conferences offer a terrific opportunity to get up to speed on industry changes, trends and innovations while networking and exchanging ideas and advice with peers. Plan to attend the most relevant of these nine conferences covering marketing, business development, and technology so you can help your firm confidently prepare for the future. MarTech Boston Oct 2-4 Boston, MA Part of an international conference series, this three-day event is for senior-level, hybrid professionals who are both marketing- and tech-savvy. Attend to understand all the marketing technologies available and how your firm can effectively integrate them into its marketing strategy and operations. Business…

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28 Sep: 4 Ways An Automated CRM Can Help You Become More Client Centric

Customer Relationship Management (CRM) systems are inherently designed to help businesses better manage and serve their clients. But as the go-to place for documenting your client relationships, agreements, and notes, it’s safe to say that these systems can easily become overflowing with information. And according to CSO Insights, of the top 10% of sales organizations with a core CRM, only 44% have a CRM adoption rate above 90%. Even the best sales teams aren’t taking the necessary time to enter in their customer data. So how can we fix CRMs to do what they were intended and allow our businesses…

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06 Sep: 4 Things CRM Automation Accomplishes for Your Professional Services Firm

Across professional services firms, CRM adoption is less than 10% even though most implementations are considered successful. In fact, 60% of CRM projects fail to meet expectations. Those organizations that describe themselves as ‘not happy with our CRM results’ struggle to solve that problem. And that’s largely because they’re focused on the technology and how to get their users entering information into the CRM system. The real focus should be on how CRM improves business development and client interactions. CRM automation has been shown to trigger widespread CRM adoption because it automates nearly all the work users need to perform….