How Professional Services Manage Opportunity Pipelines

What does pipeline management look like across professional services? In this panel discussion, leaders from law, finance, construction, and accounting share their real-world approaches to sourcing, nurturing, and closing business opportunities.

From navigating the seller-doer model to leveraging CRMs, content marketing, and referral channels, you’ll gain practical insights into what actually works—and what doesn’t—when building a sustainable pipeline.

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Addressing Software Adoption Challenges: A PipelinePlus Product Briefing

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Plan Implementation: Addressing the Follow-Through Problem