Pinnacle US CEO Bob Beach will be headlining Intapp’s forthcoming webinar – Defining Value and Acing Implementation – the first in its new 4-part CRM Success series. The webinar – set for September 9, 11am EDT / 4pm BST– will explore: • How to define CRM success for your firm using Pinnacle’s CRM Success […]
How we helped an international tax consultancy enjoy a critical boost to their efficiency
Our client: A specialist tax consulting firm, with offices across the US and UK. The project: Our client had gone live with 3E prior to our relationship. We provided a team of dedicated, hands-on experts to provide post-implementation recovery and support. Our team solved the technical, functional and process issues that were having an […]
CRM in law firms: Changing for Success
Starting a project or undertaking financial commitment to buy and implement some software without being clear about your end goal or what you expect to get by return on investment, feels like a crazy way to run a business or a sure fire way to failure. Does it happen? Yes. In this latest article, Robert […]
How to use Intapp Time 8 when working remotely
Want to see how a dedicated time recording solution can make life so much easier for employees working remotely when it comes to completing their timesheet? Check out our short 3 minute video from Pinnacle US CEO Bob Beach. We use Time 8 ourselves and here he highlights how Intapp Time 8 makes quick work […]
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 […]
Pinnacle to attend LMA 2020
Pinnacle US will be attending this year’s LMA Annual Conference, taking place March 25-27 in Denver, Colorado. BD Head Bryan Austin and team will be on hand to advise firms looking to drive new, more profitable revenue through business development programs. It’s an excellent opportunity to: Tap into the expertise of Intapp’s ‘go-to’ partner for […]
Bob Beach’s key take outs from Marketing Partner Forum
Last week’s Marketing Partner Forum (MPF) was a great way to kick off the 2020 events calendar. Lots of value to be had and I just wanted to share one of the big takeaways for me, which relates to key client/strategic account management. While firms continue to be interested in building key client programs (and […]
Putting OnePlace for Marketing through its paces
Pinnacle implement Intapp’s OnePlace for Marketing CRM solution on the DealCloud platform Here at Pinnacle we utilize our partners’ products to run our business. Not only does this give us credibility with both current and prospective clients in that we use what they use, it provides our consulting staff with the opportunity to deeply learn […]
Pinnacle US accelerates with xcelerate
Pinnacle US has continued its rapid growth in 2019 with client implementations of Thomson Reuters Elite 3E Financial Reporting, Budgeting and Forecasting, and Profitability (all formerly part of the xcelerate brand from OLAP Vision). Each of these 3E modules provides improved capabilities relative to previous offerings, including a significantly better user experience provided by familiar […]
DealCloud gets Pinnacle vote
DealCloud gets Pinnacle vote Following on from its roll-out of TRE’s 3E and Data Insights solutions and more recently its adoption of Intapp Time 8, legal technology consultancy Pinnacle has now gone live with Intapp DealCloud to drive its CRM/BD activity. Running its own business on the solutions of its partners is a unique characteristic […]