Presented by Introhive and Wilson Allen

We invite you to watch our virtual event Unlocking Data with the Power of BI Tools. Request now to watch on demand.


Data – four-letter curse word or your best friend?

What data is to you depends on the state of which it lies in your CRM and how you use it.

No matter the industry, professionals in business services firms all face the same challenges when it comes to CRM data:

  • How do I keep it clean and up to date?
  • What do I do with it now that it’s enriched and accurate?

Introhive and Wilson Allen do a deep dive into data and how you can glean meaningful insights to drive your firm forward, and discuss such topics as:

  • How to obtain robust and accurate data without burdening your busy professionals
  • Making sense of and making better decisions by mashing separate data (billings, CRM, relationships, and marketing)
  • The power of measuring client engagement