The final session of our CRM success webinar series turned the story told so far into a cohesive whole. Whilst a robust CRM like Intapp OnePlace pays dividends across a range of law firm BD and marketing activities, where its power should ultimately be measured is in its ability to contribute to revenue gains. The […]
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 […]
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 […]