Case Study: Kaufman Rossin achieves increased CRM adoption and automated revenue-driving activities with Introhive

Kaufman Rossin, Introhive partnership automates revenue-driving activities, increases CRM value

Kaufman Rossin, a large U.S. CPA and advisory firm, faced low CRM adoption and poor-quality contact data that slowed business development. They partnered with Introhive to deploy the Introhive solution to automate relationship and contact capture and surface intelligence that supports selling and marketing activities.

Introhive implemented automated CRM sync, Pre-Meeting Digests, and in‑workflow relationship visualizations, training all 165 users in under two months. As a result, Kaufman Rossin increased CRM adoption, eliminated manual data entry, improved meeting preparation and lead generation, and gained cleaner, actionable marketing and engagement data that produces warmer, faster revenue-driving opportunities.

Kaufman Rossin

Janet Kyle Altman

Marketing Principal