unlock business growth with relationship intelligence and ... · growth +50% meeting notes captured...

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Unlock business growth with relationship intelligence and CRM automation Marketing & business development Introhive

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Page 1: Unlock business growth with relationship intelligence and ... · growth +50% meeting notes captured +25% increase • Lawyers - Enhance visibility into the essential relationships

Unlock business growth with relationship intelligence and CRM automation

Marketing & business development

Introhive

Page 2: Unlock business growth with relationship intelligence and ... · growth +50% meeting notes captured +25% increase • Lawyers - Enhance visibility into the essential relationships

Introhive automates contact data capture and provides sophisticated relationship analytics. The aim is to give firms reliable, actionable data with which to boost client retention, seize new business opportunities and head off client departures.

Imagine a world where... It’s as easy as 1, 2, 3

It’s here...

AUTOMATED CONTACT DATA CAPTURE RELATIONSHIP ANALYTICS

MOBILE CAPABILITY

DATA VISIBILITY

Firms traditionally struggle to get lawyers to engage with the processes of capturing contact details, putting them into the firm’s CRM system and subsequently updating those details, when necessary. Introhive does away with the need to do these things. Instead, its AI scans contact interaction across the firm, including emails and calendars to pick up the latest intelligence on each of the firm’s contacts. The result is that client data remains extremely clean, accurate and comprehensive.

All communications between the firm and its external client and prospect contacts are collected and analysed by Introhive. Its algorithms then score the current warmth of relationships.

• Introhive’s relationship analytics are unique because information is never stale, there’s also no opportunity for human error or gaps. It makes CRM data actionable.

• At a glance the firm can see whether individual relationships are getting warmer or cooling off.

• The system also enables better internal collaboration on key accounts.

...the age-old challenges of CRM adoption were smoothed away and you could spend your time making use of the data you have, rather than just making sure it is complete and accurate.

Through automation and the revelation of hidden relationship and business insights, Introhive’s cutting-edge mix of features come together in three main ways to boost your revenue.

As Introhive communicates with users through email, it can be used in the office or away from it. The system puts it’s account briefings and reports straight into people’s mailboxes.

Introhive can see from a lawyer’s calendar when they have a client meeting scheduled and can automatically prepare and send an email briefing on that client a day before the meeting. The system also requests a post-meeting update which is automatically added to the CRM.

Winning advantages for every team

Business impact

CREATES, CONNECTS, ENRICHES AND SYNCS CONTACTS

ANALYSES AND SCORES RELATIONSHIPS

DELIVERS PROACTIVE AND ON-DEMAND INSIGHTS

From email, calendar, mobile, social data, and more. Introhive captures missing contact data from multiple sources and automatically keeps your information accurate and reliable.

So you can see your relationship scores at a glance, nurture existing relationships, and find out who knows who—for easier access to warm introductions.

Including account digests, recommendations and pre-meeting reports sent automatically to your inbox and containing relevant client and personal insights from CRM, marketing, practice management and chosen external sources.

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+450%activities tracked 12.5hrs

of time savings per employee per week+45%

increase in task management

+60%contact database

growth +50%meeting notes

captured

+25%increase in leads

• Lawyers - Enhance visibility into the essential relationships that grow revenue.

• Business development - Equip BD teams with the data they need to target and win new business.

• Marketing - Reach the right audience with smart, relationship- centric marketing lists for targeted campaigns.

• Data stewards - Break free from unreliable manual data entry with intelligent automation.

Page 3: Unlock business growth with relationship intelligence and ... · growth +50% meeting notes captured +25% increase • Lawyers - Enhance visibility into the essential relationships

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Feb 2020 / 1

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