Introhive

✨ Our recent Employee Summit was a fantastic opportunity to strengthen our internal relationships and reinforce our commitment to our shared vision, mission, and strategy. Fostering smarter collaboration and unity ensures our efforts drive innovation, deliver exceptional value, and revolutionize how we help our clients achieve their goals. Thank you to our leadership team and everyone who helped make this year's summit a success! Here’s to the journey ahead! 🚀 #Introhive #Teambuilding #EmployeeEngagement Lee Blakemore Pouneh Hanafi Justin Picciano Dave Laver Bob Ouellette Mike Waugh Carrie Liang, CPA, CGA Trish Rueda SHRM-CP

Protect your CRM from decaying at a rate of 30% per year and automatically maintain contact data with Smart Update. ✨Automate CRM contact updates and pair with Cleanse for the perfect blend of automation and manual review for seamless and flexible contact maintenance – all based on your organization’s specific #datamanagement policies. Learn more: https://ow.ly/Q37Z50SzAmI

Encouraging activator behaviors among junior and mid-level advisors ensures a steady pipeline of leaders adept at balancing billing with business development, networking, and value creation. Discover how to develop and leverage activators as part of a robust succession strategy in our latest blog: https://ow.ly/4g9Z50Svys9 #Introhive #rainmakers #successionplanning

Exciting news! 🚀 We’re thrilled to introduce Smart Update to Cleanse, an exciting feature to help you safeguard your #CRM data. With Smart Update, you can create rules that automatically update contacts using Introhive's best-in-class enrichment sources, tailored to your unique business needs.

Have you ever felt like the divide between your sales and marketing teams is as wide as a football field? 🏟️ You're not alone. Closing that gap can make a world of difference. In our new blog, we explore how to foster collaboration between these key teams. Learn how to create a seamless customer acquisition process with shared goals and better communication: https://ow.ly/iWqv50SyIxZ #Introhive #Leadership #SalesAndMarketing

Did you know that while 69% of leaders believe strategic planning is crucial, only 15% rate their planning as excellent? We explore expert strategies for seamless leadership transitions, including dismantling the ‘black book’ mentality, in our latest guide, with insights from Stacey Morrow, Brett MacDonald, and Dr. Ryan O'Sullivan. Ready to elevate your leadership strategy? Download the guide now: https://ow.ly/Wehv50SxPkO #Introhive #StrategicPlanning #Leadership

🌟 New Blog 🌟 Driving Professional Services Transformation with Technology Our latest article explores how advanced technologies can revolutionize your workflows and client relationships. Discover why, despite nearly 90% of firms having CRM platforms, less than 60% of dual-role advisors actively use them. Learn how closing this gap can boost productivity and client satisfaction. 🔗 https://ow.ly/cOKl50SuxXy #Introhive #BusinessTransformation #BusinessGrowth

Smooth leadership transitions are crucial for strategic account management. Proactive planning helps mitigate risks and ensures a seamless client experience. 🤝 ✨ Prioritize documenting processes, nurturing talent, and planning for the unexpected. A client-centric approach with continuous communication and feedback strengthens relationships during transitions. How is your firm preparing for the future? Discover our latest insights: https://ow.ly/r94w50SphG5 #Introhive #StrategicPlanning #Leadership

Couldn’t make our webinar on "Strategic Succession Planning: Ensuring Client Confidence and Leadership Continuity"? ✨💼 Not to worry! You can catch up on the invaluable insights shared by our expert panelists Gary Shamis, CEO of Winding River Consulting, Kevin Wheeler, Principal at Wheeler Associates, and Ben Hymans, Head of Operations, Platform and Analytics Global Client Care at CBRE UK. Moderated by Introhive's Stacey Morrow, Legal Industry Director, they discussed seamless leadership transitions, strengthening client relationships during changes, and upholding organizational integrity and longevity. 🎥 Watch the full recording here: https://lnkd.in/g6yD_WyP A huge thank you to our distinguished speakers and all who participated live! #Introhive #strategicplanning #leadership

🎉We’re thrilled to announce the appointment of Leyla Samiee as our new Chief Product Officer! 🎉 With over 15 years of experience leading groundbreaking projects at industry giants like Thomson Reuters, Meta, and Mozilla, Leyla brings unparalleled expertise to our executive team. Her impressive career includes developing unique AI infrastructure and ML-driven products, diversifying Mozilla's product offerings, including developing the ML-driven Mozilla.Social App. Leyla will spearhead product development and innovation, ensuring we continue to deliver cutting-edge solutions that help professional services firms tackle complex challenges and drive growth. Her strategic acumen and passion for next-generation technology will be instrumental as we expand our deployment of Machine Intelligence across our solutions. Join us in welcoming Leyla! Her leadership and vision will propel us to new heights, enabling us to provide even more sophisticated and effective solutions to our clients globally. #Introhive #NewHire #AI