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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What’s in a Name? How POUNCE Became POUNCE

By Rachael Higginbotham

When we first launched POUNCE, we were often asked the question “where did the name come from?” It’s both a very long story and a very short one.

We had been marinating on the idea of a shopping cart software to manage what we sell (the experience and service of our people) for a long time. And throughout the development of the product, we searched for a name ad nauseam. We wanted something innovative and unique. Descriptive. Catchy. Memorable. We brainstormed, tried the technique of combining words together (Resu-mate? DevelUP? emPWR? BD-Able?), researched, sought feedback, and still never came up with a name that felt right.

Until one night when, sleep-deprived with a six-month old baby who refused to sleep, I had been dozing with the television on. I woke up to the image of a lion pouncing towards the camera, and the idea came to me. “Pounce!” I exclaimed the next morning at work. “We’ll call the software Pounce. When people have an opportunity, they don’t have to wait. They should POUNCE!” And the decision was made.

A lot of times people tend to make problem-solving more complicated than it needs to be. We went through 200 complex iterations of combined words and innovative phrases to come up empty-handed on a name. As marketing departments, we are always looking for the next best thing to augment our already complex growth strategies—marketing automation, CRM, SEO, lead generation tools, etc. And while all of those things can be great, they take time and resources, which many of us are already struggling with.

The beauty of POUNCE—both the product and the name—is its simplicity. It’s simple to understand, simple to use, and simple to implement. It is a marketing tool for non-marketing people, which gives your firm the ability to leverage the resources of your professionals so your team can focus on the more complex aspects of marketing.

When you are focusing on growth, you have to consider how you are going to execute, and many times that does not include adding to the size of your marketing department. But sometimes the best solutions to problems come while you aren’t trying to solve them. Just like the solution to our software naming problem came from an entirely different direction, a piece of the solution to your growth problem may lie in creating different work for your team, instead of more.

If your problem is needing more time to focus on complex strategies, find ways to reduce the administrative aspects of your marketing department.

If your problem is not having accurate experience summaries, put them in a single, accessible, controllable place.

And if your problem finding ways to engage your professionals to take ownership of their business development efforts, give them a tool they can use to market your firm.

 

HeadshotCropped_Rachael_HigginbothamRachael Higginbotham is the Marketing Director for Postlethwaite & Netterville. With over 15 years of marketing and consulting experience—including a decade in the world of accounting marketing—her strengths include marketing strategy, business development coaching and support, ROI development, brand management and strategic corporate projects.

3 Surprising Ways POUNCE Helps Our Team

You already know POUNCE is a professional resume and marketing material management tool that can enable your team members to easily find and distribute up-to-date collateral to prospects. (If this is news to you, check out our video.)

But after using POUNCE in our own firm, we’ve discovered a few other ways the system makes our lives easier. Here are a three surprising ways POUNCE has helped the P&N marketing team:

1. Quickly find outdated or prohibited language.

POUNCE’s search feature makes it easy to find words or phrases in user profiles or marketing materials that may need to be updated. Here are a couple of real life examples:

Regulatory Changes: Our firm performs a LOT of audits in the governmental and non-profit arenas, which means we had numerous marketing materials and resumes referencing the single audit standard OMB Circular A-133. As you know, this standard was recently consolidated into OMB’s Uniform Guidance.

With POUNCE, we were able to do a quick search of all marketing materials and resumes containing “A-133” so we would know exactly which pieces would need to be updated with “Uniform Guidance.” Without POUNCE, we would have had to individually go through each resume and marketing material that might contain “A-133” and that would have been time-consuming to say the least. POUNCE helped us quickly identify only those materials requiring updates rather than having to sift through each one.

Prohibited Language: The State Board of CPAs for our home state does not approve the word “expert” or “expertise” in advertising, marketing materials, or public communications.

However, our practice professionals have a tendency to describe their industry or service expertise in their resumes. (“Why shouldn’t I say I have expertise in state and local tax?”)

POUNCE makes it easy for us to perform periodic searches of these and other prohibited words and terms to ensure we are compliant with industry regulations.

2. Keep track of speakers and presentation topics.

It’s no secret that speaking engagements can be a powerful way to position your firm AND the individual speaker as a thought-leader and subject matter expert. But in our experience, it can become an administrative nightmare trying to keep track of each speaker and presentation.

POUNCE provides a place for your professionals to update and maintain their own list of past speaking engagements.

POUNCE-Keep-track-of-speakers-and-presentations

This information can be incredibly valuable for your marketing team (to understand who is speaking, where they are speaking, and so on), but can also be a huge benefit for your practice professionals as well. Why?

  • The full-text search feature in POUNCE makes it easy to see if others in your firm have presented on a specific topic. This means you can see if someone else has existing presentation content that you can leverage, which can save valuable time when developing a new presentation.
  • Your firm may have expectations of its practice professionals to participate in marketing and business development activities. POUNCE provides a central, visible place for users to document their speaking engagements that are aligned with these expectations.

3. Mitigate the risk of potential conflicts of interest.

Especially in the accounting and legal professions, potential conflicts of interest can arise before or during the course of an engagement. As an example, having a partner on the board of a non-profit organization would impair independence in performing that organization’s audit.

However, by performing a quick search of the name of the non-profit entity before investing time in the sales or engagement process, you can understand if any of your team members are currently serving (or have previously served) in a board member role.

POUNCE-Mitigate-the-risk-of-potential-conflicts

Most firms have policies and procedures in place to govern how conflicts are identified and managed to ensure that client interests are not jeopardized and professional standards are not violated. POUNCE is not designed or intended to act as a conflicts management or client acceptance tool, but is has become a valuable reference tool for our firm.

 

When we developed POUNCE, we were not seeking to alter the way we find and share presentation content across offices or check for potential conflicts of interest. We simply wanted to provide our doer-sellers with on-demand accessibility to the resumes and marketing materials they need in business development.

But we’ve found that the adoption of POUNCE has helped us become more efficient in ways we had not intended.

For a free demonstration of these and other ways POUNCE might be able to help your firm, please contact us.

 

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