IH Platform

Introhive for Professional Services Firms 

Accounting | CPA | Tax & Audit

Is CRM adoption a sore subject around your office? If so, you’re not alone. Nearly every professional services firm, big and small, has struggled at some point with keeping client data clean and up-to-date in CRM.

Introhive automates the mundane and manual work associated with adding information into CRM, so you don’t have to. Drive greater CRM user adoption and increase business development and marketing impact at your firm with Introhive.

 

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Eliminate Manual Data Entry

Automatically map data into CRM from email & other business systems to keep your contacts and activities updated, without logging into another system.

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Accelerate Business Development

Visualize who in your firm has relationships at clients and prospects, and the strength of those relationships to accelerate new sales and cross-sell and upsell opportunities. 

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Be Prepared for Every Meeting

Deliver Pre-Meeting intelligence reports to every employee & practitioner automatically.

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Access Always-Accurate CRM Data

Enrich & cleanse CRM information automatically to keep data integrity high.

Trusted by Leading Professional Services Firms

 

Solutions

Automate

AutomateTM

Eliminate mundane data entry and increase employee productivity to get more out of your CRM

Insights

InsightsTM

Build business with insightful relationship mapping—where and when you need it

Cleanse

CleanseTM

Empower your team with always-accurate CRM data without any of the busywork

Analytics

AnalyticsTM

Discover more insights with superior relationship analytics, data dashboards, reports and more

Find a Solution for Your Role

Increases revenue and market share by leveraging employee relationships to identify new leads and provide warm referrals.

 

Partners:
  • Accelerate revenue with greater visibility into organization-wide relationships
  • Proactively measure key account traction with advanced relationship-based analytics and reporting

Business Development:

  • Map warm introductions with top connect colleagues to speed up new business development
  • Receive proactive pre-meeting digest reports with rich insights into key contacts and accounts 

Professionals:

  • Automatically sync notes post-meeting to CRM from your inbox - no matter where you are
  • Improve internal collaboration between teams to accelerate pipeline velocity and opportunity cycles

Improve marketing return on investment (MROI) and increase revenue, by improving the accuracy and completeness of data within CRM for personalized and segmented campaigns.

 

Marketing Leadership

  • Drive greater impact to pipeline growth and velocity with relationship intelligence and mapping
  • Map 3-5x more marketing leads directly into CRM from your business network with data automation

Event Marketing

  • Maintain a 90%+ accurate database for event and email campaigns
  • Take personalization to the next level with relationship-based insights and analytics

MarTech/Marketing Operations:

  • Delivery better ROI on marketing technology spend
  • Faster lead assignments based on relationship scoring

 

Automation increases practitioner productivity and eliminates cost by reducing the time an individual spends manually entering contact records and logging activities into CRM.

 

Chief Operating Officer:

  • Reduce administrative overhead
  • Improve corporate visibility of contact networks and daily interactions with key accounts

System administrators:

  • Improve data quality, accuracy and completeness of information in CRM
  • Increase CRM user adoption

 

Improved business decision making increases revenue, by breaking down silos and ensuring all internal stakeholders have access to real-time account intelligence.

 

Chief Client Officer:

  • Effectively and efficiently manage clients with ‘health monitoring’ and trendline analysis
  • Gain insights on how well teams are servicing key accounts

Consultants:

  • Receive early warning signals to potential issues to proactively manage relationships and business development
  • Access real-time client intelligence

 

Our Clients Say It Best

Philip Grosch

Philip Grosch

Partner, Global Commercial Excellence Impact Centre Lead - PwC Canada

“Introhive makes the process of keeping information in CRM up-to-date a lot easier because mundane tasks and manual data entry become automated for users and professionals. The net result for our global deployment is that Introhive has added huge value to all of our market-facing PwC professionals.”

Adelle Erdman

Adelle Erdman

Executive Director of Marketing - Frazier & Deeter

“With Introhive, the process of identifying who knows who at key accounts is automatic. That’s a big win for our firm because we are reaching clients and prospects that we have missed out on for all these years, while simultaneously reducing workload for the partners, as well as marketing”

 

Maxie Hernandez

Maxie Hernandez

Marketing Automation Lead - Kaufman Rossin

“The sales process for professional services relies on relationships. Marketing can build awareness, educate prospects, and nurture leads. But knowing who knows who through an easy, automated tool like Introhive can take us to the finish line faster and more effectively."

 

Suzanne Reed

Suzanne Reed

Chief Marketing Officer - LBMC

“Introhive is a tool that adds instant value to our end-user professionals in the form of time savings, but it also contributes to the bigger objective of our firm, which is gathering a holistic view of client intelligence in a centralized repository.”

THE “BIG FOUR” RELY ON INTROHIVE FOR BETTER RELATIONSHIP INSIGHTS IN CRM. YOUR FIRM CAN, TOO.

Learn how. Schedule a live demo today.