Pretty Woman, Field of Dreams and Physics: How to achieve CRM Success

How to achieve CRM Success If there was ever a time to start making a success of your CRM this is it. Bob Beach, CEO Pinnacle US,  channels his inner physicist to explain why so many CRM projects start with plenty of potential energy but fizzle out to nothing – and suggests how we can […]


How we helped a leading US law firm achieve quick success with OnePlace for Marketing

Our client: A leading US specialist IP law firm. The project: Our client was using Thomson Reuter’s Business Development Premier CRM suite. However, with the BDP application due to be sunsetted, they needed to find a suitable alternative for relationship intelligence and core CRM functionality. The client selected Intapp’s OnePlace for Marketing CRM and Relationships […]