Perfect Match: Pairing POUNCE with Other Tools & Processes

Banner for Perfect Pairings article-v2In honor of National Matchmaker Day, we are recognizing a few of the ways that POUNCE pairs perfectly with other marketing and business development tools and processes. (Just call us the Cupid of Accounting Marketing.)

Check out some ways POUNCE can integrate with other tools and processes to help you streamline and enhance your firm’s business development efforts.

POUNCE + Your Website

Statistics show that professional bios are some of the most visited pages for professional service firm websites. Ensure these website bios are up-to-date by syncing your professionals’ POUNCE profiles to your website. Information contained in POUNCE—including not only bios and professional headshots, but marketing materials as well—can be pulled onto your new website through our open API.

POUNCE + Millennials

POUNCE can be your millennial doer-sellers’ new best friend. Younger professionals are conditioned to manage their own information online and expect information at their fingertips. POUNCE helps to engage your millennials to take ownership of their business development efforts by providing them with 24/7 online access to a tool they can use to market your firm.

POUNCE + Proposals

While POUNCE is not intended to be a comprehensive proposal software, we have found that it is a cost-effective and valuable tool in helping our team develop quality proposals quickly. For example, at P&N almost every proposal that we issue contains bios for our key team members; POUNCE makes it easy for us to pull up-to-date, consistently formatted bios for our entire engagement team with just a few clicks.

POUNCE + Mergers

If your firm is considering merging or has recently merged, you need a tool like POUNCE to help you standardize branded resumes and materials and create consistency across your firm.

Additionally, mergers mean combining groups of people that may not know each other. POUNCE can be a powerful tool in the integration process by creating a central access point for all firm marketing materials and team member resumes.

POUNCE + Rebranding

Similar to a merger, a rebrand is a complex process that involves a lot of moving parts. POUNCE can be a complementary tool for firms going through this process by providing an accessible place to house updated marketing materials and professional resumes in line with your new branding.

POUNCE + Conferences

The POUNCE mobile app means that your firm’s marketing materials and professional bios are accessible anytime, anywhere, which makes POUNCE a perfect companion for conferences and tradeshows where your doer-sellers may interact with a number of prospects in a short period of time. This enables your team to send a prospect relevant information immediately following a conversation without having to have printed collateral available on hand.

Honorable Mentions

With POUNCE’s open API, you can leverage the data maintained in POUNCE and connect it to other systems, including:

  • POUNCE + CRM: Update your CRM when marketing materials are emailed through POUNCE to a client or prospect.
  • POUNCE + HRIS: Update your HR information system when a user adds a new certification.

 

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