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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14 Nov: 11 Experts Share How to Master the Art of Relationship Intelligence

With 84% of buyers starting the buying process through a referral, it is more important than ever to have strong and lasting client relationships. Salespeople no longer have the first interaction with leads, prospects are instead led to firms through existing client relationships and recommendations. This makes it critical that your sales and business development teams are developing and maintaining strong relationships with their clients. So how can you help level-up your business development team’s relationship game? Relationship intelligence is the ability to organize and analyze all of your firm’s client relationships in an actionable and digestible way. It paints…

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26 Oct: The State of CRM at Accounting Firms Report Highlights Low CRM Adoption

It’s no secret that the key to ensuring ongoing loyalty and driving new business is strategically managing client relationships. Knowing this, it would seem almost second-nature for accounting firms to prioritize tools and methods that help them track and leverage their key relationships. Yet a market-wide study of over 800 accounting firms in the U.S. conducted by The Ackert Advisory found much room for improvement. Accounting Firms Are Underutilizing CRM Sixty-two percent of accounting firms use a customer relationship management (CRM) system, which means a full 38% do not. Of those using CRM, less than 5% use it regularly (every…

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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…