Panalitix monthly webinars

These complimentary monthly webinars from Panalitix focus on firm and business development. They are offered once per month and are free to OSCPA members!

Looking for more strategies to grow your business and increase profitability? Watch this space for more information about the Panalitix in-person seminar coming this November:  Effective Ways to Improve Business Performance and Profitability (4 hours - morning) [NT] - NEW!

October 2018 Webinar


Driving Growth Through Better Sales Management and Processes

Presented by: Mark Ferris - CEO, Panalitix
When: Wednesday, October 24 2018 @ 1:00 PM - 2:00 PM PST
Fee: Complimentary
CPE: 1-hour issued by Panalitix

Much of business success is attributable to the skills and activities of managers who guide people and develop systems. But in accounting firms, the sales function is often poorly managed. Sales activity is ad hoc, reactive and there is a lack of accountability and oversight. Simply put, the wrong questions are being asked and time is often wasted.

Effective sales management starts with getting the basics right, like defining WHAT you want to sell, WHO you want to sell to and what SYSTEMS will increase the chances of closing business. It’s smart to think of sales in terms of systems where discipline and repeatable processes prevail. And it helps to spread the load; the more people actively involved in sales, the better.

Your key takeaways will be:

  1. How to define (and then target) the right clients leading to more productive and long-term relationships
  2. How to clearly define your services so you can sell with certainty and confidence
  3. How to evaluate sales opportunities so you can focus your time wisely
  4. How to use systems to bring certainty and efficiency to sales activities 

There is art in successful sales but there is also a whole lot of science. Effective sales management doesn't happen overnight but you need to start somewhere and then customize your sales approach to suit the strengths of your business.

Mark Ferris has spent over 20 years in sales of products, services, solutions, and businesses to customers ranging from individuals to Fortune 100 companies. Join us on this webinar and learn some innovative sales management techniques suited to ambitious, growing businesses.

Previous Webinar Topics

September 2018 Webinar: Build a better team. Gain a better business.

There is nothing more powerful than emphasizing the role your team plays in building a great business. If you want to build a strong, successful business you need to invest your time, energy and resources in building a strong team.

August 2018 Webinar: How to build an efficient workflow process

What is causing bottlenecks in your business? Is it you, your team, or your clients?  Whatever the cause may be, this webinar is designed to teach you how to remove these bottlenecks.  

July 2018 Webinar: Achieving full profit potential with existing clients

Existing clients are a key segment to target when capitalizing on opportunities that provide high returns in a short amount of time. Uncover missed opportunities and grow yours and your clients’ businesses.

June 2018 Webinar: Building your legacy – Redesign your business life

Succession is planning for the lifelong journey of your business. Although, this process is often forgotten or considered too late. The importance of creating a strong exit strategy is key to the future success of your business, even after you’ve left.

May 2018 Webinar: How to create a work environment conducive for productivity and success

Many factors play a role in creating strong team engagement. Work environment is one that’s often not a main focus for many firms. A positive workplace fosters the growth, productivity and success of any organization.

April 2018 Webinar: Expanding your services beyond compliance

Developing a strong, leveraged product portfolio all starts with what you know. Assess your current services, then ask yourself what else are you knowledgeable on. By building on the compliance and baseline services you offer, you can provide more opportunities to your clients.