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 an international tax consultancy enjoy a critical boost to their efficiency
Our client: A specialist tax consulting firm, with offices across the US and UK. The project: Our client had gone live with 3E prior to our relationship. We provided a team of dedicated, hands-on experts to provide post-implementation recovery and support. Our team solved the technical, functional and process issues that were having an […]
Bob Beach’s key take outs from Marketing Partner Forum
Last week’s Marketing Partner Forum (MPF) was a great way to kick off the 2020 events calendar. Lots of value to be had and I just wanted to share one of the big takeaways for me, which relates to key client/strategic account management. While firms continue to be interested in building key client programs (and […]