Relationship Intelligence

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08 Jan: 3 Ways to Keep Sales, Marketing Contact Data Fresh

Contact data doesn’t keep forever. In fact, businesses lose as much as 70 percent of their customer relationship management (CRM) records to “decay” each year. In layman’s terms, the contact info your sales and marketing team so diligently gathered is now out of date and useless.

Experts in the industry agree, including Fenwick & West’s Director of Marketing Technology, Jon Metcalf.

“The biggest hurdle to developing a useful, valuable CRM program is not the system,” he noted. “The biggest hurdle is how to get quality data into the system in the most efficient manner; not only at the…

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18 Dec: How to Change Your CRM Thinking from System to Systematic

Is your CRM generating the ROI your law firm deserves?

With 63 percent of law firms reporting user adoption and data quality as their top CRM challenges, odds are the answer is no. If your lawyers and business development team aren’t using the tool, quality customer data won’t get entered, creating a vicious cycle of poor adoption and data that does the opposite of drive new business.

So, how can you correct course and right the ship?

In my experience, it all comes down to your approach to CRM. Instead of thinking about your CRM as a system, you need…

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17 Dec: Introhive to showcase relationships intelligence platform at Web Summit’s technology conference in Portugal

Portugal, Spain – October 4, 2018

Introhive, the market leader in relationship intelligence and sales automation technology, will be showcasing their platform and integrations at Web Summit in Lisbon, Portugal from November 5-8, 2018.

“Web Summit has quickly become one of Europe’s largest and most important technology conferences and Introhive is excited to be there demonstrating our relationship intelligence platform alongside other disruptive market leading technologies.” explains Faisal Abbasi, EMEA General Manager at Introhive.

“With over 70,000 attendees representing more than 170 countries attending Web Summit and Introhive’s rapidly growing expansion into Europe and Asia, our team is looking…

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13 Dec: Today’s Must-Have Intelligence Technology for Law Firms

“Work smarter not harder” has become the rallying cry for law firms struggling with flat demand for independent legal services.

To thrive, firms are doing more with less and relying on intelligence. And I’m not just talking about brilliant legal minds.

I’m talking about your firm’s data—how it’s generated, analyzed, and shared. In fact, four types of intelligence solutions are disrupting the legal industry right now. Is your firm taking advantage?

Read on to get the scoop on these new solutions, and how your firm can use its data and systems to boost productivity and grow.

Artificial Intelligence (AI)

AI…

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15 Nov: Osler, Hoskin & Harcourt LLP Invests in Relationship Intelligence Automation to Deliver Superior Client Experiences

Osler, Hoskin & Harcourt LLP, a leader in Canadian business law, launched a new suite of services from Introhive, the leader in relationship intelligence and CRM automation for the legal industry.

Toronto (PRWEB) October 09, 2018 – Over a five-year partnership, Osler has worked with Introhive to develop cutting-edge solutions that would enable the firm to better meet its clients’ legal and business needs. The partnership was created to support the firm’s commitment to finding new and better ways to deliver world-class client experiences. This latest evolution in Osler’s innovation roadmap will allow the firm to gain deeper insight into…

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13 Nov: 9 can’t-miss pieces of expert law firm marketing advice

In the legal services market, growth has stalled, corporate clients are taking their legal needs in house and independent law firms are losing their share of the market.

But with the right strategic focus and insight, your firm can stem the tide, raise your visibility and lock down new business.

Need a place to start? Read on for nine golden nuggets of advice from renowned legal marketing experts.

1. Clients Hire Lawyers, Not Firms – John Remsen Jr.

John Remsen Jr., the president and CEO of Managing Partner Forum, suggests doubling down on relationships.

“Generally, clients hire lawyers, not law firms. And…

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16 Oct: 4 Statistics That Will Help You Shape Your Marketing Technology Budget

People are an organization’s greatest asset, but technology is the heartbeat of modern business, helping companies operate more efficiently and more productively. Leaders today know they need to invest in innovative technology to keep pace with their competition and to deliver world-class customer experiences.

There are almost too many options out there today for companies to choose from; Customer Relationship Management (CRM), Enterprise Relationship Management (ERM), Business Intelligence (BI), Configure-Price-Quote (CPQ), Document Management Solutions, and the list goes on.

But while firms want to push innovation, many have historically encountered challenges with successfully deploying new technology company-wide. Failed technology projects…

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10 Oct: The Knowledge Continuum: How Data, Information, and Intelligence Work Together

Big data. Information technology. Business intelligence. You’ve heard all of the big data and analytics buzzwords. But it’s not all buzz. It’s the new reality.

Business intelligence (BI) tools are on the rise with 76% of C-level technology executives expecting to increase their BI and analytics budgets. Why? Data management solutions enable better decision making, improve operational efficiencies, and increase competitive advantages.

However, when investing in data management, predictive analytics, or business intelligence solutions, most firms make a critical error: They don’t know which pieces of knowledge they need. It isn’t until after they’ve invested in an intelligence solution…

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09 Oct: Osler, Hoskin & Harcourt LLP Invests in Relationship Intelligence Automation to Deliver Superior Client Experiences

Osler, Hoskin & Harcourt LLP, a leader in Canadian business law, launched a new suite of services from Introhive, the leader in relationship intelligence and CRM automation for the legal industry.

Over a five-year partnership, Osler has worked with Introhive to develop cutting-edge solutions that would enable the firm to better meet its clients’ legal and business needs. The partnership was created to support the firm’s commitment to finding new and better ways to deliver world-class client experiences.

This latest evolution in Osler’s innovation roadmap will allow the firm to gain deeper insight into its relationship intelligence and…

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04 Oct: The Ultimate Guide to Business Development for Accounting Firms: 19 Tips, Tactics, & Trends

With 72 percent of firms struggling to win new business and a third of clients considering a switch to a competitor, it’s clear that current retention and acquisition strategies aren’t working.

It’s time to develop new strategies for gaining new business and holding onto existing clients.

Read on for advice on how to do just that from business development experts Ramon Ray, Lauren Clemmer, Charlie Burns, and others.

Section Guide:

How to Differentiate Your Accounting Firm How to Retain More Clients Trends Every Accounting Firm Needs to Know

How to Differentiate Your Accounting Firm 1. Build a Brand

The accounting…