From relationship management to relationship intelligence
It’s whom you know, and what you know about them…
90%
Of professional services firms see growth potential for their business
56%
Of firms' mention winning new business as #1 challenge
63%
Of firms expect to invest in CRM technology
37%
Of firms worries about finding a platform that integrates well
"I need to know more than just who knows whom. I want insight into the depth of relationships. Who on my team has stronger relationships with which customers and prospects? And what do we know about them?"
Today’s Reality: What’s Different Now
Markets have always shifted, but the transformation underway today is more intense and far-reaching. Across every sector from services and finance to tech, healthcare, and manufacturing - organizations are being reshaped by:
Global consolidation and economic uncertainty
Increasing specialization and shrinking client budgets
Fierce competition from new and established players
Rapid advances in technology and automation
In the past, strong relationships and trusted networks were a reliable advantage—especially in knowledge-driven industries. But clinging to legacy methods is no longer enough.
Today’s reality demands more. Talent is harder to retain. Tech-first disruptors are digitizing once high-value services. What was once considered proprietary knowledge is now becoming a commodity.
To stay ahead, companies must rethink how they build, manage, and grow relationships. Smarter relationship management isn't just a strategy—it’s a competitive necessity.
“We want to increase business in our existing customer base. How can we stimulate and optimize cross sell? Where are our white spaces?”
Most of your relationship data is not in CRM
Getting a sales team involved in your CRM system is hard enough. Getting lawyers or consultants to use a system is even harder. And it's not because they lack discipline or technical skills; it's primarily a matter of precious time. And, what do they get in return for that? That's why it's a case of getting the right and relevant information to them, rather than the other way around.
What is good to realize is that most of the data about relationships is not in a static CRM system. Most information is in other applications that people use every day. Think of emails, calendars, instant messages and texts. If you can collect, automate and integrate that data into a relationship intelligence system, you can create relevant insights.
Collecting data, connecting, unifying and ultimately turning it into actionable information: that's the capability you need to move from relationship management to relationship intelligence.
Tap into the power of your most important asset
We know your industry
