Tiger Team Briefing 5P – Driving business development performance Briefing magazine’s virtual 5P conference prompted the latest Tiger Team gathering, with the focus on business development performance aligning with one of 5P’s core themes. Editor-in-chief Richard Brent and Christopher Young, leader of the BD practice at Pinnacle, were joined by Sid Welham, chief operating […]
To the Point: Get Risk Ready in 2021
In the November 2020 issue of Briefing Pinnacle’s Head of Risk and BD Practice, Christopher Young looks towards risk management in 2021. Within Risk & Compliance our observation would be that firms are doing a good job of undertaking the risk assessments as they take on matters – Conflicts and AML assessments are getting […]
How to achieve CRM success webinar: Part 2
CRM Success Part 2: Encouraging adoption and user success In the second webinar in our CRM Success series, in partnership with Intapp, we’re focusing on encouraging adoption and user success. Pinnacle Head of Business Transformation & Chief Operations Officer Tony Pullman, and Intapp Principal Consultant Amy Fielek will be discussing how to define, encourage […]
Time for Business Development Tigers to roar
Time for Business Development Tigers to roar By Christopher Young, Business Development Practice Lead, Pinnacle This article appeared in Forefront III 2020 Looking back on the first half of the year, it is amazing how our businesses have changed, how quickly, and how dramatically. Teams really have achieved remarkable things in the face of […]
BD ready for future?
In the latest edition of Briefing (September 2020), Christopher Young, Pinnacle’s principal consultant and business development director asks is BD ready for the future? How will client and business development need to change? What are the skills that need to be honed? Which tools and techniques need to be developed? Read and download the article […]
Business Processes and the 3 C’s
Following on from the latest Briefing Tiger Team session, Christopher Young, Pinnacle’s Head of Risk & BD Practices, on the impact of Covid-19 lockdown on business processes. One of the most interesting takeaways for me from the finance Briefing Tiger Teams session came from Kate Bassett at Ashurst LLP, when she talked about the […]
New hire for Pinnacle US as BD projects start to flow
Pinnacle US is further strengthening its Marketing and Business Development practice with the appointment of former OnePlace consulting and customer success director, Vijay Motiramani. Vijay will initially be supporting Practice Director Bryan Austin on a part-time basis as Pinnacle responds to increased demand for Intapp OnePlace for Marketing skills and services. Bryan comments: “2020 so […]
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 […]
How we rapidly designed and implemented Intapp OnePlace for Marketing CRM solution
Client: Am Law 200 firm Project: We worked with our client to rapidly design and implement Intapp’s OnePlace for Marketing CRM solution. This application supports firms’ marketing and business development initiatives, helping to better understand and develop client relationships and drive profitable revenue Scope: The focus of this project was on implementing capabilities to support […]
How we helped an AmLaw 200 firm with Intapp OnePlace for Marketing
Client: Am Law 200 firm Project: Firm-wide implementation of Intapp OnePlace for Marketing – Experience Scope: Typical experience management configuration of custom client, matter, experience, and lawyer profiles, dashboards and views Integration with Elite 3E for client, matter, timekeeper and financial summary data Integration with SiteCore website content management system for lawyer biographical information Customer […]