CLIENTSFirst and Pinnacle forge CRM powerhouse with new alliance

CLIENTSFirst Consulting and Pinnacle US have announced an alliance to provide best in class CRM consulting and implementation services to the legal market.

The two consulting firms have been motivated by clear synergies in their client work, with CLIENTSFirst’s unmatched strategy, business process and data quality capabilities and Pinnacle’s industry-leading experience with Intapp OnePlace for Marketing implementations coming together to help firms achieve greater success with their marketing and BD initiatives.

For CLIENTSFirst founder Chris Fritsch and Pinnacle US CEO Bob Beach, this is all about adding value for clients. In a joint statement they said:

“Virtually every firm relies on CRM and related or integrated technologies to support their marketing and business development efforts, but it’s not all about the technology. You need the right strategy, the right processes, change management, data quality as well as technical implementation and systems integration to ensure success. We recognized pretty quickly that we had hugely complementary skillsets that are absolutely essential on EVERY engagement.”

“The fact is that many firms have not been successful with their CRM projects. The technology sometimes plays a role, but failures largely stem from neglecting these other critical success factors.  CLIENTSFirst and Pinnacle will be working together to help mutual clients achieve success and deliver return on technology investments by sharing information, ideas and best practices gathered from more than a decade of successful technology projects for hundreds of firms.

The alliance has already been well received by clients with three projects in early stages of implementation.

Chris and Bob have also come together via the power of Zoom to share some further thoughts on this exciting new alliance.