How to Automate Relationship Insights to Power Growth 

Maximize the Value of Your Firm’s Relationships to Empower Sales

Date: Tuesday, December 6, at 2 pm ET 
Duration: 30-minutes 

A key to success for professional service firms is  the ability to leverage your firm’s relationships to find and win more work.  

The problem for many firms is poor data quality: Contact information that is inaccurate, incomplete, or out of date, is siloed from other departments or does not show past interactions between the customer and the firm effectively. 

This disconnect is often caused by resources that don’t maintain their client data. And who can blame them? Manually updating or adding to their contact list can be time-consuming and take away from billable hours. 

The result: Missed opportunities to generate new business. 

 The solution: relationships360 

HSO’s relationships360 can help you harvest and mine contact and relationship data automatically without user intervention and without compromising on security. 

Finally, you can get the benefits you expect from your contact and relationship management system. relationships360 can automatically associate new contacts with the right companies, update contact names and title changes, avoid duplicate entries, quantify interactions between your staff and your clients, and much more! 

Join Andy Yeomans, Executive Vice President, and Glen Wolinsky, Senior Technical Consultant for HSO, on Tuesday, December 6th, for a free webinar that will demonstrate how your firm can: 

  • Gain a 360-degree view of your contacts and relationships
  • Track companies of interest by domain and automatically create and enrich contact data 
  • Build strong pursuit teams based on relationship strength 
  • Facilitate cross-practice business development strategies 
  • Proactively identify potential companies of interest to expand your business development and marketing efforts

About the Presenters

Andy Yeomans
Executive Vice President

As the Executive Vice President of Sales, Andy helps professional services organizations drive digital transformation using Microsoft Dynamics 365, the Power Platform, and the Microsoft Cloud. 
Glen Wolinsky 
Senior Technical Consultant

Glen Wolinsky has worked as a software systems analyst and developer for over 36 years. He specializes in CRM, database engineering, and software development for contact data management. 

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Michael D’Alesio is VP, Customer Care at HSO ProServ | Michael has served in many roles during his tenure in the Microsoft Partner Channel for the past 25-years.  Michael currently is responsible for supporting, enabling and strategically leading the HSO ProServ Team responsible for HSO ProServ D365 installed based customers to accept, adopt the Microsoft platforms to ensure they attain business value and user adoption.

Gary Mills serves as Senior Vice President of Finance, Planning & Analysis for HSO | ProServ. Gary’s diverse industry background brings a unique perspective to the company, with more than 30 years in corporate finance, banking and commercial real estate.

In his role as CFO of HSO | ProServ, Brian Lounds leverages deep experience implementing Microsoft Dynamics ERP solutions to drive excellence into the organization’s financial and practice management practices. Having worked with Dynamics solutions since 1998, he has a strong understanding of technology solutions and their application
to business initiatives.

Whit McIsaac is CEO of HSO | ProServ and brings over 20 years of leadership experience in the Microsoft Dynamics ecosystem to drive the group’s overall business strategy. Whit was Co-founder and CEO of aec360 and legal360 prior to merging these practices into sa.global, where he served as CEO of the Americas prior to launching HSO | ProServ.

Andy Yeomans brings nearly 20 years of Microsoft Dynamics sales and marketing experience to lead the HSO | ProServ sales organization. Under Andy’s leadership, the organization has shown strong growth and has consistently been recognized by Microsoft as a top performing partner, winning multiple Microsoft Inner Circle and Partner of the Year awards.

Jan Dahl Sorensen’s deep experience with Microsoft Dynamics gives him a unique foundation to guide the HSO | ProServ client success team. As part of the original development team under Damgaard Data, Jan has been working with the Microsoft Dynamics ERP solutions since 1995.

Joe Stuckey is EVP and Director of CRM Product Development for HSO | ProServ, leading the company’s CRM product development efforts across the legal, AEC, consulting, and accounting markets. Joe leverages the power of Microsoft Dynamics and Power Platform technologies to design and develop purpose-built industry solutions.

Paramesh Rajan is VP, Technology at HSO | ProServ. Paramesh has served in many Microsoft Dynamics project and program management roles over the past 20 years, and currently drives the development of the organization’s vertical ERP and HR solutions and outsourced development services.

A highly respected Microsoft Dynamics veteran, Jen Wisemore serves as CAO for HSO | ProServ. Jen was instrumental in the launch of sa.global’s US subsidiary in 2007 and has served in a wide variety of roles within Microsoft Dynamics consultancies across sales, pre-sales, program management, and leadership capacities.

John Aschenbrener is Director of Delivery Services for HSO | ProServ. John brings over 20 years of Microsoft Dynamics project and program management, consulting, and architect experience to his current role where he is responsible for driving PMO standards, methodology, and overall project delivery.

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In his role as Chief Operating Officer, Sean Skiver brings nearly 25 years of broad Microsoft Dynamics experience to provide strategic leadership around product development and client delivery services across the organization’s solutions and industry segments.

Amy Spencer leads the team that is responsible for go-to-market strategies, messaging, and demand generation in the US.

Amy earned a Bachelor of Arts degree in Communications from The College of New Jersey and has 25+ years of experience in marketing management for technology and professional services companies.

As Vice President of Human Resources for HSO, Kristen Ramerini is responsible for initiatives including recruitment, onboarding, professional development/career progression, performance management, culture, and employee retention. Prior to her position with HSO, she worked in human resources and recruiting for Seviroli Foods on Long Island and CCN, Inc. in New York City. She holds an MA in Industrial/Organizational Psychology from Hofstra University and is PHR certified.

Darren Gooding is VP of Delivery for HSO | ProServ, leading the company’s CRM delivery across the legal, AEC, consulting, and accounting markets. Darren applies his 25 years of experience and HSO’s industry focused intellectual property to successfully deliver large-scale, global engagements that ensure customer success.