Win more business: Produce data-driven insights by tapping into your firm’s greatest assets Improve the win-rate of your legal BD teams by creating highly customised programmes and pitches from the intelligence embedded in your CRM and EXP systems. Bryan Austin, Director of Business Development, Pinnacle US will be joined by Chris Whitmore, Intapp Practice Group […]
Marketing Partner Forum – Back in the room!
The 2021 Annual Marketing Partner Forum is just around the corner and how good will it feel to be meeting in person again? Pinnacle is going all in, bringing together everyone who is part of our amazing partner ecosystem helping law firms drive their business development and CRM capability. This is #PartnerPower – Pinnacle in […]
Webinar: CRM Success Series Part 3.
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 […]
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 […]