Case Study: Katz, Sapper & Miller strengthens CRM adoption with Introhive

Katz, Sapper & Miller maps 263,090 relationships with Introhive

KSM (Katz, Sapper & Miller), a nationally ranked advisory, tax, and audit firm, faced the challenge of preparing for a Salesforce CRM rollout with its critical relationship data spread across disparate tools like Outlook and OneNote. The firm needed to build a strong, clean data foundation to ensure CRM adoption and success, so they implemented Introhive's relationship intelligence platform to automatically capture and surface this data.

Introhive provided the solution by automatically ingesting millions of emails and meetings to map relationships and enrich contacts ahead of the CRM deployment. This created immediate relationship visibility for users and streamlined workflows. The measurable results for KSM included Introhive mapping over 263,000 relationships, adding 113,000 contacts to Salesforce, and ingesting 5.5 million meetings and emails, laying a powerful groundwork for CRM adoption.

Katz, Sapper & Miller (ksm)