Maximizing Relationship Intelligence: The Evolution of the Pursuit of New Business
Credit: denisismagilov/Adobe Stock
Wednesday, March 23, 2022 | 2:00 – 3:00 PM EST
While some core elements of building a business relationship may remain constant, light-speed technology advances now provide us information and decision-making data we could never have imagined a decade ago. So, how can we best leverage it in order to maximize our relationship-building efforts?
This program will assess the current state of sales and pipeline development and game-changing transformation in business pursuit practices for professional services.
Consulting Magazine and Affinity have assembled some of the industry's leading executives and professionals to examine this issue in a roundtable format moderated by Consulting's Michael Webb.
Join our panel for a discussion on how the art and process of targeting and building valued client relationships have changed. Did you miss the original airing? Click here and register to view the video on demand.
Steve Responte, Director of Customer Success, Affinity. Steve leads the Growth Customer Success Team at Affinity, facilitating client success for users of the relationship intelligence platform serving more than 1700 investment banking, venture capital, and private equity clients worldwide. He leads discovery of process challenges, execution and change management with early-stage SaaS companies driving successful engagement strategies with software and subscription renewals. Prior to this Steve was an Enterprise CSM at Qventus, an AI healthcare operations platform, and led multiple global implementations as a consultant with Accenture.
Matt Lentzner, CEO, Bizinta Inc. Matt leads the vision and development of solutions to serve the specific needs of small and medium professional services companies seeking to increase revenue and improve profitability. Under Matt's leadership, the company has been rated 5 stars by its customers for providing white-glove onboarding and support service. A thought leader and innovator, Matt is a trusted advisor to some of the most innovative and lauded SMB professional services companies in the world.
Gerry Riskin, Founder of Edge International, is an internationally recognized lawyer, author and management consultant and a founder of 35-year-old Edge International, a global consultancy with principals in Anguilla, Atlanta, Bangalore, Brisbane, Bristol, Delhi, Hong Kong, Kuala Lumpur, London, Melbourne, Miami, Mumbai, San Diego, Singapore, Sydney. Gerry specializes in counseling professional services firm leaders on issues relating to the evolution of the structure and management of their law firms and the architecture of competitive strategies.
Key Topics Addressed:
- State of the sales process
- Getting the most from your CRM
- Role of relationship intelligence in the sales process
- Optimizing your deal-making processes
- Leveraging ALL deployed technology
What will you learn?
You will come away from this webinar with a better understanding of the changes that can impact your ability to build new business relationships. And how to be more strategic and effective in utilizing technology to improve the process of filling your pipeline with well-targeted potential clients.
Sponsored by Affinity
