Building New Business: Five Ways Firms Are Driving New Revenue With Automation And AI



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Professional service firms are working through a more active 2024 by rethinking how they manage new and existing client relationships. The recent "2024 Professional Services Outlook Survey" shows firms are highly focused on bringing in technology that contextually identifies new business opportunities, with particular interest in creating efficiencies around relationship building for future deals, client relationship management, and sourcing new clients.

Join us for this webinar to discover how professional service firms are planning on better using existing technology and deploying AI to find and drive new business opportunities. 

You will leave with an understanding of:

  • Why professional service firms are planning for more activity throughout 2024
  • How firms are shifting their sales priorities to identify new opportunities
  • How AI and automation are predicted to impact firms over the next twelve months

Featured Speakers:

Michael A. Webb | Panel Moderator | Consulting Magazine – ALM

Driving content, marketing initiatives and editorial direction as Director for Consulting magazine, Michael Webb has more than two decades' experience and expertise in the key pillars of business — marketing, communications and sales in the legal industry, earning a reputation as a bridge-builder and an expert at developing programs, relationships, corporate visibility, and strategic solutions.

His work has advanced corporate reputations, development, and client acquisition and retention in high-pressure professional service industries, governmental and nonprofit organizations, including some of the nation's most highly respected law firms.

Brian Erickson | Managing Vice President | Pariveda

Mr. Erickson is the Managing Vice President for the Central Region of Pariveda Solutions (Chicago, Dallas and Houston). He has more than 35 years of management and technology consulting experience in a variety of industries. During his career, he has served some of the largest and most influential corporations in business strategy, business transformation, strategic technology planning and large scale information systems development and implementation.

Mr. Erickson's specialties include digital transformation driven by and/or utilizing information technology.

Jonathan Gross | Managing Director | Pemeco Consulting

Jonathan Gross is the Managing Director at Pemeco Consulting, a vendor-neutral consulting firm that specializes in the delivery of ERP and digital transformation projects. In his capacity as Managing Director, Jon is responsible for sales operations, service operations and service innovation. He lectures and has acted as a part-time MBA professor at the Schulich School of Business at York University.

Jon is sought after for thought leadership and speaking engagements by industry analysts, trade associations and trade publications, and he acts as an editorial board advisor to leading industry publications.

Jeff Poczatek | VP | Global Sales | Affinity

Process-driven VP of Sales with 13+ years' experience in building and leading high-performing Commercial and Enterprise teams. Skilled in go-to-market strategy, sales process (playbooks), and engaging with customers to drive value, adoption, retention, and growth.

Experienced working cross-functionally with business stakeholders; driving company-wide initiatives from start to finish while building consensus, and confidence along the way.

Passionate about helping others break into SaaS. Also, enjoy coaching AE's on how to make the jump to a leadership role.

Specialties: B2B SaaS sales, sales coaching and development, value-based selling, enterprise software sales, executive and sales leadership, sales operations, GTM process, building and maintaining a positive culture.

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