Lead generation for law firms has a very different look and feel to it than other client-centric businesses If someone is looking for an attorney, it is likely for a serious and complex matter that affects their personal or professional life. In other words, clients need a lawyer whereas they may only want an investment advisor, software provider, and the like. This underscores the importance of preemptive relationship development methods compared to other businesses because lawyers need to create relationships before a potential client is in a situation that requires legal action or advice. A ..read more

How much of your business is in the cloud? How has the pandemic affected this? Businesses have been migrating to the cloud for years, but 2020 brought tremendous change and resulted in the steepening of the cloud adoption curve. As early adopters have made the shift, more businesses are now considering the benefits of sending more of their workflows and underlying technologies to the cloud. But even with this recent trend, many companies still aren’t taking advantage of all the benefits of moving their operations to the cloud. An Accenture study that focused on businesses shifting th ..read more

Let’s face it, growing a business is hard. Are you wondering how you might be able to win bigger deals, increase existing revenue through deal expansion, and improve your brand recognition? The obvious answer is to increase output by selling more, but sometimes quality trumps quantity. Increase Marketing Efficiency with ABM One advanced approach to increase your win rate is account-based marketing (ABM). With ABM, you increase your relevance to potential buyers by aligning your sales and marketing strategies to their top priorities. According to a study by ITSMA, companies are continuously ram ..read more

Effective due diligence is becoming more important to the success of private equity firms. According to Bain & Company’s February 2020 Global Private Equity Report, the most effective response to increasingly stiff industry competition and worsening macro conditions is, “to get smarter about choosing targets, developing sector insights and doing due diligence.” And that was before the full effects of the COVID-19 pandemic were realized. As a report by the consulting firm Deloitte points out, the scope of due diligence for many PE firms has changed significantly given the effects of the pan ..read more

The Minneapolis Foundation cultivates generosity by driving action for the greatest civic, social, and economic needs. The Foundation partners with nonprofits, facilitates grantmaking, drives research and advocacy, and provides services to donors seeking to make a difference. We recently spoke with Jo Theodosopoulos, MLIS, Manager of Prospect Development at the Foundation to discuss her experience working with RelSci. “RelSci has been instrumental in helping our team with prospect identification and, more specifically, relationship mapping. As a community foundation, the Minneapolis Found ..read more

It’s one thing to help someone achieve success. It’s another to make it last. SEI helps their clients do both. SEI helps professional wealth managers, institutional investors, investment management firms, and private investors create and manage wealth by providing innovative and comprehensive solutions that enable their long-term success. SEI serves two related markets – wealth holders and wealth service providers – through five business units: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Private Wealth Management. We recently sat down with Joshua ..read more

Founded in 1962, The Marine Corps Scholarship Foundation is the nation’s oldest and largest provider of need-based scholarships to military children. For more than 55 years, they’ve been providing access to affordable education for the children of Marine and Navy Corpsman attending post-high school, under-graduate and career technical education programs. How has partnering with RelSci helped The Marine Corps Scholarship Foundation?  “RelSci is an integral part of our strategy for building new relationships through our existing network, particularly in the midst of the pandemic e ..read more

In our last blog post, we gave you an overview of how our new contact intelligence product Radar works. Today, we’re going to address the most common questions we get from Radar users about privacy and security, and also touch on some of Radar’s optional functionality. Harness the Power of Radar While Safeguarding Your Data Radar allows you to leverage automated interaction insights and at the same time control the contents and flow of your most important data. Radar’s analysis of email and calendar interactions helps you unlock relationship paths that you didn’t know existed. But many firms a ..read more

In the current economic environment, business development and sales teams are facing more challenges finding warm prospects. RelSci has always been the most effective tool for relationship-driven business development. And with our new contact intelligence product Radar, we take the power of the core RelSci platform to a new level. In this post, we’ll give you a brief overview of how Radar works, its main features, and also offer a peak into Radar’s product development roadmap. What is Radar? Radar is RelSci’s newest contact intelligence tool that helps users grow their RelSci networks. As a re ..read more

Better Relationships Lead to More Success Organizations that leverage their employees’ personal and professional networks are more successful than those that don’t. Research by organizational network analysis expert Rob Cross and others suggests that the quality of employees’ networks can have even more impact on an organization’s success than product knowledge and sales training. For example, in studying account teams in the professional services industry, Cross and his research colleagues found that: “While individual competency and training can keep teams from landing in the bottom 20% of p ..read more