Relationship Intelligence
the key to success for Professional Services Firms

How to navigate, build and leverage your enterprise relationships

Read the Whitepaper

Achieve stronger and more meaningful relationships

Relationship intelligence can help your professional services firm achieve stronger and more meaningful relationships with their contacts and clients while helping drive growth and success.

By leveraging AI and machine learning, your firm can gain unparalleled insights into your network, uncover hidden opportunities, and stay on top of emerging industry trends. This can empower your firm to make smarter, more informed decisions and unlock new levels of efficiency and productivity.

Read the full whitepaper

Professional Services Offerings

Assessments & Workshops

Let HSO help you begin your journey towards achieving relationship intelligence and winning more business

relationships360

We have the tools to help you achieve relationship intelligence and win more business.

Relationships360, created by HSO, helps you put your organization’s relationships to work by automating the contribution of client, contact, and activity data and leveraging advanced insights to help your organization gain a 360-degree view of its relationships. You depend on your organization’s relationships to help you find and win new work.

And while most firms have adopted CRM software, they often suffer from incomplete, inaccurate, and outdated information about their relationships. Without modern tools to automate the contribution and enrichment of contact and activity data, your organization may be missing out on some big opportunities. With Relationships360, you can unlock the full potential of your relationships and stay ahead of the competition.

Enhance your relationship intelligence

Expertise in every sub-industry

The professional services industry covers a wide range of subsectors - from architecture, engineering and construction (AEC) firms to consulting, accounting and marketing firms and, of course, legal services.

Although many of the challengese these sectors face are alike, each sub-sector has its own specific needs. HSO has a wide experience developing and implementing solutions targeting your sub-industry. Learn more about our knowledge and offerings and how we help aec, legal, consulting, and accounting firms tap into their win more business.

“The benefits of an integrated platform speak for themselves, and we are in a much better position now to achieve our firm’s strategic goals going forward.”

Bill Smith - President and CIO for JMT

Read the full story
Professional Services Industries

Knowledge and Customer Cases

Learn more about relationship intelligence and how it helps aec, legal, consulting, and accounting firms win more business.

aec360

Built on the industry-leading Microsoft Dynamics 365 platform, aec360 is the architecture, engineering, and construction (AEC) industry’s most comprehensive and proven cloud-based business platform. With industry-specific solutions that span the entire value chain of an AEC firm, aec360 can help your firm find and win more work, efficiently deliver and account for your work, and hire and retain the best possible talent.

Contact our team at HSO

By using this form you agree to the storage and processing of the data you provide, as indicated in our privacy policy. You can unsubscribe from sent messages at any time. Please review our privacy policy for more information on how to unsubscribe, our privacy practices and how we are committed to protecting and respecting your privacy.

Expand your knowledge

Read more about relationship intelligence for professional services

Blog
Two hands pointing towards a document

5 Common Client Intelligence Challenges Faced by Law Firms and How to Overcome Them

Learn more
Blog

Connected Relationships in AEC Software: It’s Who You Know

Learn more
Whitepaper

Comprehensive Guide to CRM Success for Law Firms

Learn more
On-demand

Empowering Seller/Doers to Find and Win More Work with a Connected AEC Firm

Sellers/doers have many responsibilities, with few being more important than finding and winning new work for the firm. For many sellers/doers, leveraging relationships to uncover new opportunities with both existing clients and prospective new clients is the key to building a healthy pipeline in the highly competitive AEC industry.

Learn more
On-demand

How to Achieve a Connected AEC Firm with Microsoft and aec360

Connectivity between programs and processes ensures your firm runs more effectively--capitalizing on new business opportunities, protecting project margins, ensuring consistent cash flow, and more  Look to Microsoft and aec360 for a true, Connected AEC firm.

Learn more
On-demand

On-Demand Webinar: The Law Firm of the Future: Harnessing Client Relationships to Drive Growth With HSO and Microsoft

Learn from our experts on how to harness client relationships and drive revenue in Legal

Learn more
Whitepaper

Relationship Intelligence for professional services firms

Learn more
Blog
People taking notes at a table

Enterprise collaboration meets relationship intelligence

Learn more
Blog
People working around a wooden table together and looking at data

Next generation AI in practice: meet Microsoft Dynamics AI powered Copilot and Business Chat

Learn more
Consulting Offering
Four people working around a table collaborating on a business value assessment

Relationships Envision Workshop

Let HSO help you begin your journey towards achieving relationship intelligence and winning more business

Learn more