Business Dev/Sales
In the accounting industry, marketing and business development are often treated as separate functions—marketing handles branding, content and campaigns, while business development focuses on building relationships and closing deals. But here’s the reality: when these two teams are fully aligned, they become a powerhouse for firm growth. If you’re a…
Whether you are planning a firm-hosted seminar or organizing attendees for a chamber of commerce reception, developing strategies to engage with attendees before and after the event can make the event more successful.
Often firms may feel like they must choose between cold outreach and strengthening relationships. Both strategies have their own merits and can significantly impact the return on investment (ROI) in different ways.
Authors: Stacy Dreher & Kaila Yim Business development (BD) has become increasingly vital to accounting firm success, regardless of firm size. As competition intensifies and service offerings expand, firms are recognizing the need for dedicated business development resources. However, building an effective BD function requires careful planning and a clear…
Growth-oriented accounting firms are discarding the silo-method of selling and increasingly looking at the client as a whole to grow revenue. One effective strategy that can significantly increase a firm’s revenue while adding value to clients’ financial experiences is cross-selling. But how can accounting firms harness this strategy effectively? Furthermore,…
In a recent Association for Accounting Marketing webinar, Dan Mahoney, CEO of TruSight LLC, alongside Andy Jones, Founder & Managing Director of Private Equity Info, shared valuable insights on how data can be leveraged to enhance marketing efforts in the mergers and acquisitions (M&A) space. The webinar primarily focused on…
When it comes to mastering business development and marketing, understanding how buyer behaviors evolve is crucial for staying ahead of the curve. This was the focus of a recent webinar hosted by the Association for Accounting Marketing, where experts Will Casserly from Hinge and Angele Fox from CBiZ shared insights…
Business development and marketing are closely intertwined, and often collaborate to drive growth and revenue for a company. While firm size may vary, each group typically works as a separate department, however, to attract the right business and maximize opportunities, firms must align their marketing and sales strategies effectively. When…
In professional service firms, opportunity is greatest for those that create growth. A truth for both firms and individuals. As Abraham Lincoln said, “The best way to predict the future is to create it.” Providing focused business development (BD) training early in someone’s career impacts the future of the business…
We often hear that leveraging technology is critical for success, but why is that? What does technology do that makes it so impactful? For that matter, what does “technology” even mean? This article will aim to help business development professionals within the accounting and advisory industry better understand why leveraging…
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Beyond the Database: Building a CRM That Fuels Business Development
Nikki Burgeson | UHY-US
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.