Categories
Sales

The Definers: A sales ops approach to professional services business development

For those who have been doing public relations and marketing for law firms or accounting firms, here’s a webcast on integrating that work into a CRM like Salesforce, Hubspot or ActiveCampaign and implementing sales ops. If you’re like us you’ve earned media results or implemented marketing campaigns, but you’ve remained vulnerable to partners asking how effective it really is. Impressions and share-of-voice remain unconvincing. And to be honest, how convinced are we ourselves privately?

In the webcast below, we share lessons from integrating public relations and marketing into a firm’s CRM, and leveraging sales ops processes to skip over indirect metrics of impact, and focusing on actual revenue. And most importantly, we share lessons from driving public relations and marketing more directly to what makes your firm’s sales cycle work, and your true differentiators.

 

Categories
Operations

Private Capital Fund Ops Are Anyone’s Game Right Now

Private Capital Fund Ops Are Anyone’s Game Right Now

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Transform Your Private Capital Fund Operations

The private capital industry is evolving rapidly. Data fragmentation, inefficiencies, and misaligned incentives are holding firms back from fully leveraging automation and AI. Are you ready to adapt and lead?

Download the Gale Strategies White Paper to gain exclusive insights from 27 in-depth interviews with private capital firms, fund administrators, and software providers. Discover the three key scenarios shaping the future of fund operations and the strategies firms are using to optimize workflows, improve data management, and drive efficiency.

Inside, you’ll learn:

✅ The biggest operational challenges—and how to overcome them
✅ Why data standardization is essential for AI success
✅ How workflow optimization fuels automation and efficiency
✅ Three industry scenarios: crisis-driven change, disruptive innovation, and network collaboration

Don’t fall behind in this competitive landscape. Download your copy now and take the first step toward a smarter, more scalable future.

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