3: Driving Operational Improvements and Efficiencies You’ve defined success and aced your CRM implementation. Your users are actively using the new system and successfully accomplishing their goals. What now? You’re about to experience the broader impacts of CRM across the firm that stem from operational success, the third pillar of Pinnacle’s Success and Value […]
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 […]
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 […]
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 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
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 […]
Pinnacle expertise to peak at Connect19 London
Following on from a successful launch at Connect19 New York, Pinnacle is set to unveil its new Business Development practice area to a UK audience as Intapp’s Connect customer event comes to London on May 22-23. Practice head Christopher Young will be leading Thursday’s Super Session – Refocusing to deliver profitable revenue growth – in […]