CRM data automation

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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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06 Aug: 4 Reasons Enterprise Relationship Management is a Must-Have for Global Organizations

Whether your organization spans the globe or just hopes to someday, the top priorities of any business tend to look something like this: Grow revenue and market share, turn up the efficiency and productivity dials, and shrink risk as much as possible. 

Organizations that faithfully execute on the above goals tend to thrive. But, especially when you are global or on that trajectory, there are also growing pains to consider. The bigger your organization gets, the more disconnected your people (and tools and processes) become.

Luckily for you, you’re doing business during the digital age, when new tech, like…

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28 May: Break Through the Five Barriers to Insurance Brokerage Success with Enterprise Relationship Management

The climate within the insurance brokerage business is undergoing a significant transformation. And those who don’t evolve risk being left behind. Experts predict that brokers at the forefront of technology will have the greatest success, and I am inclined to agree.

Read on to learn more about today’s top five barriers between insurance brokerages and success in this shifting marketplace. And find out how a new wave of innovative technology, enterprise relationship management (ERM), can help your firm break through.

1. Speed of technological change, digital disruption

Machine learning and artificial intelligence, once science fiction, are now today’s in-demand…

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07 Mar: 5 Tips to Improve Commercial Real Estate CRM Adoption

Across most of the business world, technology has become synonymous with efficiency and growth. Even the commercial real estate (CRE) industry, which has been slow to join the digital transformation movement, is getting on board. And today, CRE leaders are looking to digital technology to overcome new challenges and get the most out of properties.

In fact, more than half of recent CRE survey respondents said they believe technology advancements will have the greatest impact on legacy properties in the next three years. While 80 percent said the commercial real estate industry should prioritize the use of predictive analytics and…

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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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05 Nov: 6 Best Practices for Improving Your CRM Data Quality

You’ve invested countless hours and dollars implementing a customer relationship management (CRM) system to help keep your database organized and business development teams aligned, but enabling them to sell in a way that has a positive impact on growth will take more than just a centralized place to manage contacts and accounts. Without high quality data in your CRM, your team will never truly realize the full value of your CRM investment.

According to the State of Sales Report by Salesforce’s Research Team, 66% of a sales reps time is spent on administrative tasks and activities, not directly tied to…

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21 Nov: Data and Analytics: The Fuel for Business Development With Ben Roles

Few understand the role of client data and analytics more than Ben Roles, Introhive’s new Senior Technical Solutions Manager. With a background in developing unique CRM solutions for businesses spanning several industries, Ben has seen first-hand the effect successful data analysis can have on business growth and development.

Here at Introhive, we are thrilled to have Ben join our team. Equipped with architectural and technical knowledge of CRM solutions that improve business processes, Ben will be a vital player in helping our clients achieve maximum ROI from their CRM systems.