Propense.ai

CRM is NOT about market share. It’s about wallet share. 💰 “How are we taking a look at our clients, our customers . . . and being able to understand how are we serving them today and where is there opportunity to continue to grow our relationship with them.” #BDDifferent thought leader Wayne Larson helps dispel #CRM misconceptions and gives practical advice for how to make CRM work for you and your firm.

After #AI, PE investment might be the buzziest topic within the accounting industry this year. #PE funding's potential is exciting but it can also cause practitioners to worry. #BDDifferent thought leader Alex Drost gives his advice for how individual practitioners can best position themselves to capitalize on these investments.

Announcement: Propense is partnering with RelPro, Inc.! RelPro compiles data from over 20 best-in-class sources to provide some of the most complete, accurate data enrichment services available. Our partnership with #RelPro directly addresses a concern we hear all the time: "our data is too messy to capitalize on your solution." Data quality is a pervasive issue throughout every business, but especially for professional services firms. Our partnership with RelPro allows us to address this concern head on and enhances our clients' ability to anticipate their clients' needs with confidence.

Announcement: Propense is partnering with RelPro, Inc.! RelPro compiles data from over 20 best-in-class sources to provide some of the most complete, accurate data enrichment services available. Our partnership with #RelPro directly addresses a concern we hear all the time: "our data is too messy to capitalize on your solution." Data quality is a pervasive issue throughout every business, but especially for professional services firms. Our partnership with RelPro allows us to address this concern head on and enhances our clients' ability to anticipate their clients' needs with confidence.

Major Announcement: Thomson Reuters Ventures has invested in and is partnering with Propense.ai! Our partnership marks a major milestone in Propense’s journey to transform how accounting and legal professionals adopt AI to serve their clients.   Collaborating with Thomson Reuters  gives us the market access, professional services expertise, and strategic support to deliver data-driven insights to even more accounting and legal professionals who want to exceed client expectations and expand their clients’ relationships with the firm.   Our partnership will improve Propense’s ability to continue to build innovative solutions and expand our customer base.    Thanks to everyone at Thomson Reuters Ventures, but especially to Tamara Steffens and Joseph Dormani - we’re looking forward to empowering more accounting and legal professionals to anticipate and serve their clients’ needs. Read the Press Release below for all the details.   On behalf of all of us at Propense, thank you for believing in our mission to accelerate AI adoption and innovation within the professional services industry! #Propense #AI #ArtificialIntelligence #Accounting #Accountants #ProfessionalServices #B2B https://lnkd.in/evNF2J76

Without external perspectives, it can be difficult to identify our strengths and intentionally exploit them throughout our careers. To overcome this, Janet Altman recommends an easy, approachable place to start: with friends. Have several of them email you a list of 5 areas where you excel. Compare those lists and use them to inform where you devote your time as you continue to grow professionally. #BD #accounting #legal #BDDifferent

When you boil it down, what makes a rainmaker? 🤔 Problem solving. Rainmakers help their friends, prospects, and clients solve problems. And not just business problems. Personal problems as well. And sometimes solving personal problems actually leads to the biggest opportunities to solve business problems. Jeff A. #BDDifferent #accounting #propense

It can be hard to distinguish yourself when you work at a firm full of educated, intelligent, high-achieving professionals. #BDDifferent thought leader Janet Altman recommends that younger professionals start to distinguish themselves by getting "involved in something in the community that you really care about." It's not about the involvement, it's about involvement in a cause you truly care about. You'll show your passion, work ethic, commitment to show up, and intelligence ➡ i.e. characteristics that clients look for in their accountant or lawyer #BD #accounting #legal

What can #accountants and #lawyers do now to help their firms excel at digital practice growth? Recognize that every engagement is now digital + human. Potential clients are in control of their journey with your firm and their digital experience needs to be curated. Building that digital + human element into your growth culture separates you from the competition. David Toth #BDDifferent #BD

Previously, Jeff A. shared that accountants often feel they need to have all the answers to have #BD conversations. Not only is this false, but oftentimes just your 3rd party perspective and experience with other similar clients can provide tons of value to clients - and source leads. But, if you’re not willing to have the conversation, even if you might not have all the answers, how would you ever know? #BDDifferent #accounting #propense Michael Couch