Data Quality Management

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22 Jan: 3 Benefits of Relationship Mapping for Accounting Firms

As more and more medium and small businesses bring accounting tasks in-house, accounting firms are struggling to stay in the game, let alone grow. But it’s not all doom and gloom. Accounting firms can get by—and thrive—with a little help from their friends, contacts, extended network and new technology. Relationship mapping helps provide critical relationship insights that can help these firms win new business, grow existing accounts and provide a higher level of proactive support. Read on for the top three ways:

1. Quickly Gauge Relationship Strength

Relationship mapping provides accounting firms with a deeper understanding of the relationship strength of…

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16 Jan: Data Transformation: 4 Steps to Better Understand Your Customers

How to Transform Your Data in 4 Steps Using data transformation methods to improve customer understanding

Customers and prospects are everywhere. Unfortunately, for most organizations, so is their data.

To adapt to user preferences and stay top of mind, organizations are continually expanding the number of channels they use to market and communicate with clients. But all too often, each data stream exists in its own vacuum, resulting in data that are both underutilized and not representative of a customer’s experience with a business or brand.

This presents a pressing challenge: turning their ever-growing, disconnected mass of user data into…

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08 Jan: A Smooth Transition: How Introhive Ensured CRM Success for Wilson Allen’s Merger

In 2018, Wilson Legal Solutions formally merged with Stanton Allen, uniting their software and services businesses. It was imperative they quickly bring together disparate data sets to understand the collective relationships they have with their clients and prospects.

However, the joint business was using two different instances of Salesforce CRM, so this information was hidden and difficult to extract.

 

The Opportunity

Wilson Allen unites the software and services offerings of Wilson Legal Solutions, along with the CRM and business development expertise of Stanton Allen. Wilson Allen empowers their clients to use data and software more effectively so they…

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02 Dec: CRM Data Migration: 6 Best Practices for a Better Database

CRM data migration, moving your information from one system to another, seems simple on the surface. It’s just a technical exercise of mapping and moving data from old fields to new fields, right? Not quite. In order for a new customer relationship management (CRM) to provide long-term business value, your IT team needs to handle a data migration with caution.

One of the first questions your team will need to ask is, which pieces of data will you transfer? Because you don’t want to muddle a new system with inaccurate, incomplete, or poor contact and account records that have been…

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27 Nov: ERM Solutions Evolve: The Times Are Changing for Enterprise Relationship Management

How AI-powered technology innovations have made ERM software more valuable than ever before.

Personal interactions versus automated transactions: Which is more likely to propel your business into the future? Both, actually.

Today’s buyers expect more from their customer experience. Indeed, they care about how you treat them almost as much as product quality and price. But the challenge here is that while your organization might excel at one-on-one service, making every customer feel like the most valuable customer can be tough. It’s a level of service scaling that requires a depth of knowledge not easily parsed from the dark…

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19 Nov: Get Over the Top 3 Hurdles to Technology Buy-In

Technology adoption is a challenge for nearly every industry. Indeed, for most professional services firms, introducing new technology to your organization can be more difficult than the technical implementation itself. If you’ve ever heard the phases, “but this is how we’ve always done it” or “if it’s not broken, why fix it?” you’re not alone.

This resistance to improvement is not surprising when you realize more than half of organizations don’t have a clear digital business vision or strategy.

Even though you know strong digital strategies and robust technology adoption are some of your best chances to get ahead…

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02 Oct: CRM: How to Tackle the Biggest User Adoption Challenges

A whopping 91 percent of organizations with more than 10 employees have a tool for customer relationship management (CRM). But investment in a CRM alone doesn’t equal widespread user adoption.

In fact, only 40 percent of businesses boast a CRM adoption rate of 90 percent or more, while the majority of businesses struggle to encourage system use.

To find out why, and come with some solutions, Introhive’s Head of Technical Solutions for EMEA, Ben Roles, joined Mike Driver, an industry CRM expert and Director of LogiCRM, to discuss CRM adoption best practice.

Between them, Mike and Ben…

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30 Jul: GDPR and Enterprise Relationship Management Demystified

In January 2019, in one of the largest privacy fines ever, the French National Data Protection Commission imposed a €50 million penalty against Google for violating the Eurpean Union’s  General Data Protection Regulation (GDPR).  

Created in response to the increasingly commonplace threat of data breaches and consumer privacy violations, regulations like GDPR are spreading around the world. As Introhive’s Data Protection Officer, I’m certified in understanding these new rules (including GDPR, Canada’s Anti-Spam Legislation and Personal Information Protection and Electronic Documents Act, and the California Consumer Protection Act). But I certainly understand why many organizations and executives are struggling…

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25 Jun: How to Topple Accounting’s Top 3 Barriers to CRM Success

CRM software is now the biggest software market in the world and for good reason. CRM success can pay out huge dividends.

Increased tech stack adoption, more targeted marketing, strengthened client and prospect ties, increased cross-selling and even revenue growth are all some of the potential payouts.

But, as I recently shared with Accounting Today, three common challenges stand between many firms and their CRM success stories.

Read on to find out how your firm can use new, integrative technology to overcome these barriers and reach CRM nirvana.

1. Accounting is a reactive industry

Core services lines (like…