The Pursuit of New Business Online Discussion - Issue No. 2 - 2022

Advocating Professional Services Excellence

“Technology has rapidly changed sales and pipeline development. Leaders need to make the most of existing data to increase recurring business at your current clients and gain new ones more easily.”

-Matt Lentzner, CEO, Bizinta and SaaS Industry Expert

Quick Reads:

Featured Roundtable Discussion: Maximizing Relationship Intelligence (1 minute)
Register Now - Roundtable Discussion online, Weds. 3/23  (30 seconds to register)
Your turn. What topics are you interested in? Tell us.  (1 minute)

Get in on the Expert Roundtable Discussion

What? Maximizing Relationship Intelligence: The Evolution of the Pursuit of New BusinessWhen?  Wednesday, March 23, 2022 | 2:00 – 3:00 PM EST  

How? Online - Register Here. Registration gets you the live and replay links, plus a chance to ask your questions.

Why? You’ll gain insights about the changes that affect your ability to build new business relationships.  And, how to be more strategic and effective in using technology to improve the process of filling your pipeline with well-targeted potential clients.

Who? Michael Webb, leader of Consulting Magazine, will moderate this conversation with three other industry leaders who will discuss:

  • The state of the sales process
  • Getting the most from your CRM
  • The role of relationship intelligence in the sales process
  • Optimizing your deal-making processes
  • Leveraging ALL deployed technology

Note - Bizinta is not affiliated with Consulting Magazine, we’re a separate company. We appreciate how Consulting Magazine is dedicated to building a global community of professional services companies so we can all learn and grow. So when they asked our CEO to join the discussion, we were honored to participate. Meet the experts at this roundtable:

Steve Responte, Director of Customer Success, Affinity - Steve leads the Growth Customer Success Team. Affinity’s relationship intelligence platform serves more than 1700 clients worldwide. Previously, 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. A thought leader and innovator, Matt advises some of the most innovative and lauded SMB professional services companies in the world.

Gerry Riskin, Founder of Edge International - Gerry 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 leaders on the structure and management of their law firms and the architecture of competitive strategies.

Call for Questions: what topics about professional services interest you?

Do you have questions about how to make professional services companies more efficient or profitable? What aspects of the services industry need to improve?  Do you want to know how other companies are solving certain problems? Share any questions about professional services with us. We’ll select some, ask experts, and publish responses in future emails - we won’t include your name. Send your questions and ideas to us here:

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