Plante Moran Invests in Introhive to Improve CRM Database Accuracy and Business Relationship Insights

Plante Moran, one of the nation’s largest professional services firms, has chosen Introhive’s AI-powered sales intelligence and CRM automation technology to increase adoption of the firm’s Microsoft Dynamics CRM

When Plante Moran wanted a more automated way to capture contact and activity data for its professionals, they turned to Introhive.

“We were looking for a way to simplify the creation of contacts and document their activities in CRM,” explains Alyson Nesvig Purgiel, Plante Moran’s Manager of CRM, Analytics and Marketing Automation. “Since they were already interacting with their contacts in email and through meetings, we thought Introhive would be a great way to collect missing data and streamline the CRM process without requiring additional work.”

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The Introhive platform is being used to help Plante Moran automate the process of updating contact information, creating new contact records and logging all activities for its professionals to help eliminate wasteful manual data entry while increasing the accuracy of the firm’s marketable database.

Purgiel continues, “We selected Introhive primarily because we saw the value in streamlining the process of gathering data that already existed in other business systems — specifically emails, address books, and meeting appointments — and entering them into CRM. This has saved time and resulted in a more complete and accurate CRM database.”

In addition to the firm’s data quality initiatives, it needed a way to map relationships and “who knows who” insights across the firm to accelerate business development efforts. Having deployed Introhive for only 30 days, Plante Moran realized immediate value from their initial investment.

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“Introhive has eliminated many of the barriers to using CRM. Gone is the dread of going into a separate system and having to put aside hours of time to manually enter data,” says Marten van Pelt, Chief Marketing Officer at Plante Moran. “Introhive enables staff to be CRM compliant from their inbox while strengthening the firm’s business development efforts almost instantly.”

Plante Moran looks forward to improving firm-wide productivity through the Introhive platform. As the firm continues to realize the benefits of CRM automation and relationship mapping, the Introhive team will work closely with Plante Moran to support business growth and rapid return on their investment.

“We’re excited to work alongside such a respected brand in the professional services industry,” said Jody Glidden, Co-Founder and CEO of Introhive. “Across our global customer base, we’re seeing a high demand for solutions that unlock greater insights into relationships, helping increase employee productivity, and revenue growth. Our goal is to help Plante Moran accomplish just that as we continue our partnership.”

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