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Unlocking the Potential of Customer Relationships Introhive helps professional services firms mine and map the data they need to understand and build customer relationships. In simple terms, Introhive maximises existing customer relationship management (CRM) investment to help win new business and to open up opportunities to add value to existing client relationships. Most organisations, whether they are operating in the legal, accountancy, professional services or pharmaceutical sector, are selling expertise based on trusted relationships. Many of these businesses have already invested heavily in CRM systems only to find that the front-line sales team do not take the time to use those systems effectively. On average, an organisation might find that for every one contact that’s been entered into its CRM system, at least another 10 contacts have not. These are hidden away in individual executives’ inboxes or spreadsheets. CRM solutions can cost anything up to £100/$115 per person per month, but for many organisations their CRM is not much more than a fancy database. There is little, if any, automation when it comes to inputting contact information. No intelligence is applied to spotting connections and relationships between employees and client contacts. How Does Introhive Help? Introhive makes CRM systems easier to use by automating the entry of data into the system and by delivering relevant information from the system when and where people need it. It sits next to traditional CRM solutions, those from including Salesforce, Microsoft, SAP, Oracle, Thomson Reuters, LexisNexis, Legal360 and OnePlace. Introhive slots between your mail servers and your CRM to identify contacts and relationships from email inboxes and diaries. Introhive helps professionals prepare for meetings with clients and prospects by automatically delivering relationship intelligence and actionable information from CRM ahead of meetings in their diary. The system helps log activities, notes and follow-up tasks through as simply as responding to an email.

Unlocking the Potential of Customer Relationships Factsheet.pdfUnlocking the Potential of Customer ... a fancy database. There is little, if any, automation when it comes to inputting

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Page 1: Unlocking the Potential of Customer Relationships Factsheet.pdfUnlocking the Potential of Customer ... a fancy database. There is little, if any, automation when it comes to inputting

Unlocking the Potential of Customer RelationshipsIntrohive helps professional services firms mine and map the data they need to understand and build customer relationships. In simple terms, Introhive maximises existing customer relationship management (CRM) investment to help win new business and to open up opportunities to add value to existing client relationships.

Most organisations, whether they are operating in the legal, accountancy, professional services or pharmaceutical sector, are selling expertise based on trusted relationships. Many of these businesses have already invested heavily in CRM systems only to find that the front-line sales team do not take the time to use those systems effectively. On average, an organisation might find that for every one contact that’s been entered into its CRM system, at least another 10 contacts have not. These are hidden away in individual executives’ inboxes or spreadsheets.

CRM solutions can cost anything up to £100/$115 per person per month, but for many organisations their CRM is not much more than a fancy database. There is little, if any, automation when it comes to inputting contact information. No intelligence is applied to spotting connections and relationships between employees and client contacts.

How Does Introhive Help?Introhive makes CRM systems easier to use by automating the entry of data into the system and by delivering relevant information from the system when and where people need it. It sits next to traditional CRM solutions, those from including Salesforce, Microsoft, SAP, Oracle, Thomson Reuters, LexisNexis, Legal360 and OnePlace. Introhive slots between your mail servers and your CRM to identify contacts and relationships from email inboxes and diaries.

Introhive helps professionals prepare for meetings with clients and prospects by automatically delivering relationship intelligence and actionable information from CRM ahead of meetings in their diary. The system helps log activities, notes and follow-up tasks through as simply as responding to an email.

Page 2: Unlocking the Potential of Customer Relationships Factsheet.pdfUnlocking the Potential of Customer ... a fancy database. There is little, if any, automation when it comes to inputting

Intelligence at a Click of a ButtonIntrohive builds a visual relationship map to show all business-related interactions in detail. It tells you when you last contacted someone, all the relevant contacts within a single organisation, when your next meeting is and what you need to know ahead of that meeting.

It then keeps track of any further interactions with an individual client contact, even when they move organisation or change email address. Similarly, if a professional is looking at leaving your organisation, Introhive can help you assess the value of that individual in terms of the strength of their relationship with clients. If the data indicates that this person is highly valuable, that may help with decisions around offering pay rises and retention bonuses. And more importantly, if an employee leaves, the relationships they have built up and the contact details they have gathered stay within the organisation.

Visual dashboards enable an instant view of relationship strength and Introhive will alert you when a relationship is under threat or when any customer action is needed.

Maximise Existing CRM InvestmentMost firms have invested heavily in costly CRM solutions. Introhive maximises that investment and delivers data automation and relationship intelligence that will derive the best possible benefit from CRM. The value of CRM systems should come from providing salespeople with an up-to-date and complete view of where they are in the sales cycle with each client organisation. Introhive mines all your valuable customer-related data to provide that information. Armed with comprehensive and actionable client data, professional services firms will be in the best possible position to compete.

1. Data automation: Introhive automatically captures any new contact activity, saving professionals time and ensuring all the relevant data is in the client record. It provides contact enrichment and de-duplication facilities, eliminating inaccuracies.

• Data going out: ‘pre-meeting digest’ helps sales staff prepare for a meeting armed with all the information about the client from the CRM system, public sources, interaction history with the organisation, and from other business systems.

• Data coming in: ‘post meeting note’ captured via one-click process to CRM systems e.g. new contacts, feedback from sales staff, next steps.

2. Smart intelligence gathering: Introhive’s relationship Intelligence integrates relationship data into CRM reports and dashboards. It reports on and tracks changes in relationship strength with accounts and prospects and intelligently assesses which activities drive this change. It is a smarter way to identify relationships that are at risk, such as when all the key account relationships are held with one person. It also enables Integration of relationship data into your marketing automation platform.

3. Sales acceleration: Introhive’s relationship collaboration features identify relationships that already exist within your organisation with important accounts. That way you can leverage these relationships for warm introductions. Predictive intelligence keeps you informed as new account intelligence emerges. The Introhive dashboard helps managers review sales team, consultant or lawyer performance and provides automated notifications of relationship trends and insights into your most valuable client accounts.

Key Introhive Product FeaturesIntrohive delivers actionable relationship intelligence right to your inbox. Introhive’s data science platform delivers data automation, smart intelligence gathering, and sales acceleration features:

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Tel: +44 (0) 20 7305 7350Address: Introhive UK, 3 Waterhouse Square, 138 Holborn, London, EC1N 2SW Website: www.introhive.com

Q. What will the Introhive product allow individuals or businesses to do that they can’t already do with existing CRM systems?

A. Introhive identifies all the relationships your firm has with clients and prospects. The system proactively delivers actionable intelligence digests to prepare you for meetings.

Introhive also helps get complete accurate and up-to-date contact details into your CRM without any data entry.

Q. What tangible benefits or results might I achieve through Introhive?

A. Introhive helps you spot relationships that are developing or at risk. It provides a comprehensive overview of how executives are performing and underpins smarter management of the organisation’s IP – so that if one person leaves the company, all their contacts don’t go with them. It generates marketing lists with complete, accurate and current contact data. It saves time by sending tailored digests to help executives prepare for meetings. These typically include meeting attendee profiles, current news and financials – as well as CRM data.

Our Customers Include:

Frequently Asked Questions

Q. Our staff are often on the road, is this product mobile friendly?

A. Yes. Introhive works on all major mobile devices just as well as it does on the desktop.

Q. Do I need a technical person to manage this product?

A. No. Introhive experts will integrate the solution into your CRM and email systems for you and then it just works. Our low-cost, fixed-price implementation fee covers the cost of getting the system up and running in a matter of two to three weeks.

Q. Is this product only for large businesses, or can smaller organisations benefit too?

A. All commercial B2B firms can benefit. Introhive is highly scalable and starts from 50 users. Organisations see the benefits straightaway.

Q. What is the pricing structure?

A. Introhive has transparent tiered pricing starting at a price per 50 seats.