Case Study: Frazier & Deeter automates CRM, uncovers 31,000 relationships and drives $200K+ ROI with Introhive

Frazier & Deeter, Introhive partnership automates growth operations, eliminates painful manual work

Frazier & Deeter, a nationally recognized CPA and advisory firm, faced painful manual marketing and CRM processes as their rapid growth outpaced the quality of contact data in Salesforce. To automate list building and uncover relationship intelligence, they partnered with Introhive to address sparse updates, limited CRM access, and annual, error-prone segmentation efforts.

Introhive implemented its CRM automation solution—including Automated Salesforce Sync, Pre-Meeting Digest, and in‑workflow relationship insights—and trained the firm’s users to create and enrich contacts directly from email. Within three months Introhive delivered a six‑figure return (>$200,000), added 7,900 enriched contacts, uncovered 31,000+ relationships across key accounts, and vastly improved meeting prep and business development.

Frazier & Deeter

Adelle Erdman

Executive Director of Marketing