Propense

Propense is a platform designed to analyze a professional services firm's data and market signals to deliver proactive service recommendations. It bridges the instinctive knowledge of experienced partners with technology, allowing all partners to anticipate client needs. By utilizing data, Propense helps unlock cross-selling opportunities, ensuring that every client engagement is optimized.

The platform offers various features that empower partners to identify the highest-propensity service opportunities, enabling them to enter client meetings with full preparedness. Four primary signals are utilized: Whitespace, Trigger Events, Prospecting, and Activation. This approach provides comprehensive visibility into service opportunities while being tailored for each partner.

Propense serves industries such as accounting, legal, and consulting, making it suitable for firms dedicated to building and optimizing client relationships. The system connects seamlessly with existing CRMs and utilizes public events to keep partners informed of potential service offerings aligned with client needs.