The ‘perfect’ union of CRM, pitch automation and revenue

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 […]


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 […]


New hire for Pinnacle US as BD projects start to flow

Pinnacle US is further strengthening its Marketing and Business Development practice with the appointment of former OnePlace consulting and customer success director, Vijay Motiramani. Vijay will initially be supporting Practice Director Bryan Austin on a part-time basis as Pinnacle responds to increased demand for Intapp OnePlace for Marketing skills and services. Bryan comments: “2020 so […]


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 we helped an AmLaw 200 firm with Intapp OnePlace for Marketing

Client: Am Law 200 firm Project: Firm-wide implementation of Intapp OnePlace for Marketing – Experience Scope: Typical experience management configuration of custom client, matter, experience, and lawyer profiles, dashboards and views Integration with Elite 3E for client, matter, timekeeper and financial summary data Integration with SiteCore website content management system for lawyer biographical information Customer […]