Circa for Professional Services Firms

Strengthen your firm's client relationships through crisis
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“The big question is 'How do we reach our customers virtually?' Circa has helped us do just that.”

Debra Frey

Event Marketing Manager

Finding Opportunity in Crises

Now more than ever, the business world looks to professional service firms for trusted advice and guidance. Enterprises are reprioritizing big projects and calling on consulting, legal and accounting experts to help navigate then new regulatory, ethical and legal quandaries presented by COVID-19.

Staying Connected to Clients Virtually

With in-person events and meetings on hold indefinitely, professional service firms have lost a primary conduit for disseminating subject matter expertise and developing client relationships. Agile firms quickly pivoted to virtual and are now building up core competencies in producing dozens of on-brand, engaging virtual events and meetings that serve as effective substitutes.

  • Virtual events are a "new" marketing channel that enable marketing & account teams to track live, social client engagement like never before.
  • With virtual event insights & integrations, marketing & account teams can personalize outreach and proactively engage on the issues that matter most to clients.
  • As trusted advisors, professional service firms need a technology partner with experience upholding the highest standards of data security & privacy.

The Circa Solution

Circa helps legal, consulting and accounting firms understand how clients engage at virtual events and provides clear, actionable insights that account teams can use to convert attendee interest into revenue.

Virtual Events & Webinars

Run virtual events that guide attendees toward a sale, not just attending

Virtual Attendee Insights

Enable sales to personalize outreach based on prospect interests & persona

Hybrid Events

Run hybrid events that guide attendees toward a sale, not just attending

Set the foundation for your company's success in new era of events.

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