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7 Ways Financial Services Firms Can Leverage Artificial Intelligence

Haunted by visions of robots compiling information and spitting out numbers as you wonder what happened to your once booming financial services firm? Relax. You won’t have to surrender to any robot overlords. In fact, jobs in financial services — tax preparation, auditing, consulting — are about to get more efficient. That’s because machines eliminate manual data entry and provide instant insights, leaving you and your business development team with more time to ensure ongoing loyalty and drive new business. What is AI? Artificial intelligence (AI) is technology that collects information and learns from what it stores, enabling computers to…

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Why I Joined Introhive and Why You Should Too

In 2012 I was enjoying a successful stint at Salesforce.com via the acquisition of my former company, Radian6. The team, innovation, market presence and client interactions were fantastic and it was a wonderful place to not only drive success but also to learn and grow personally. I had great colleagues, a lot of good friends, and an environment that enabled me to be successful. Who could want more, right? Well, in early 2013 I was approached by Introhive to join and head up new market growth. Introhive was a new product in a new space and I could see a…

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Customer Relationship Management Tips for Lawyers With Stewart Walchli

As the founder of a relationship science platform that helps legal firms optimize their CRM systems, our co-founder, Stewart Walchli, knows a thing or two about managing customer relationships. With some of the nation’s leading law firms both big and small as clients, Stewart also understands the unique challenges attorneys face when growing a practice — managing and growing a business isn’t necessarily covered in law school. To help law firms grow their business, Stewart recently wrote an article, Customer Relationship Management: What They Didn’t Tell You at Law School, for Lawyer Monthly. Through his advice, your law firm can…

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You can solve your
CRM Adoption Problem.

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Today’s sales and business development teams sport some scary stats:

  • 67% of sales pros don’t hit their individual quotas
  • More than half of all salespeople close at less than 40%
  • Only 50% of salespeople feel like they can access key players

What’s a revenue producer to do when faced with stats like these? Let’s use sales intelligence so we can laugh our way past quota (and keep laughing all the way to the bank).