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

Speakers
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Michael A. Webb
Panel Moderator
Consulting Magazine ALM
Brian Erickson
Managing VP
Pariveda
Jonathan Gross
Managing Director
Pemeco Consulting
Jeff Poczatek
VP of Sales
Affinity

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.

Watch 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