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 […]
CRM Success Series, Part 1: Defining Value and Acing Implementation
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 […]
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 […]
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 […]
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 to grow profits with any CRM system
In September’s issue of Forefront, Christopher Young, practice head of both Pinnacle’s Risk and Compliance and recently launched Business Development teams, offers some practical advice on how firms can drive more value from their CRM investments. You can read the article here Or download the article here