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CRM Transformation Series, Part 4: Firm CRM Adoption
In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving success.
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Move Beyond Traditional CRM to Accelerate Growth and Strengthen Client Relationships
Join us to learn how OnePlace Marketing & Business Development, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how Intapp provides unique solutions that drive your client development efforts.
- Discovering strengths, weaknesses, and trends in your client initiatives and relationships to identify opportunities to expand, win more business, and strengthen relationships
- Understanding your firm’s relationships, knowledge, and expertise to support your client initiatives and programs
- Enhancing your firm’s competitive profile and reputation in the market by executing your marketing programs and campaigns with greater impact
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Client Community Event: OnePlace Client Development
Join us for the relaunch of the Intapp community for OnePlace client development. At this event, you’ll connect with your peers and learn alongside others who leverage the OnePlace client development solution.
In this session, our panel will discuss and share details on the following key initiatives:
- Future updates to OnePlace client development solution
- Our development roadmap for the rest of 2021
- Our new Intapp Community portal
- Tips and tricks for enhanced List Builder and List Contributor features
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Intapp Technical Briefing: Repstor/OnePlace Collaboration & Content
Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook with Intapp OnePlace.
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User Community Event: OnePlace Risk & Compliance for Legal
Join this Intapp user community event to connect with your peers and learn from others who also leverage OnePlace Risk & Compliance for business acceptance.
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Administration | OnePlace Marketing & Business Development Solution Webinar Series
Learn more about configuring OnePlace Marketing & Business Development to meet your firm’s specific needs
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Contacts and Relationships Management with Intapp | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development helps you gather more and better contact data, tag contacts to drive targeted engagement, and understand who knows whom across the firm.
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Whitespace, Client Metrics, and Plans | OnePlace Marketing & Business Development Solution Webinar Series
Learn how to leverage firmwide data to pinpoint opportunities — and risk — across clients, practices, industries, and geographies. Understand how to use data to inform firm planning and ongoing service delivery.
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Campaigns | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development supports firmwide collaboration on lists, and all the complexities they can bring. Understand how users can build and manage campaigns — whether supporting communications or events — and how you can use the outcomes of marketing activities to inform both strategic and tactical actions.
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OnePlace Marketing & Business Development Webinar: Solution Overview
Move beyond traditional CRM to accelerate growth and ensure your client relationships stay strong.
Join us as we introduce OnePlace Marketing & Business Development, a unique approach to CRM that not only supports the day-to-day operations of marketing and business development teams but also provides a seamless experience to help your firm enhance its revenue, reputation, and retention. In this webinar, Andrew Hutchinson, Go-to-Market Lead for Marketing and Business Development Practice at Intapp, will demonstrate how OnePlace Marketing & Business Development leverages client relationship intelligence and experience to help your firm achieve its goals, including:
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Opportunity Tracking and Referral Management | OnePlace Marketing & Business Development Solution Webinar Series
Learn how OnePlace Marketing & Business Development supports helps you manage the opportunity lifecycle, including referral and pipeline management. Understand how you can use marketing data to drive better outcomes.
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Get to Know OnePlace Risk & Compliance: Turn Risk Management into a Competitive Advantage
As law firms entered 2021 on more stable ground than they may have anticipated, many also now understand that their operating models need to evolve, particularly around risk management and compliance. In some firms, manual processes need to be replaced with a centralized risk solution that manages compliance, strategically evaluates new business, and drives revenue by accelerating conflicts analysis and reporting.
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Streamlining Risk Management in Restructuring Engagements
When carrying out necessary client due diligence and conflicts clearance for restructuring transactions, manually identifying and tracking the often-complex and evolving relationships with clients, lenders, sponsors, and other involved parties can present significant challenges to productivity. Many firms conduct manual conflicts checks by pulling data from various siloed systems — but there’s a better way.
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Creating the Connected Firm: Why Experience Matters
A connected firm is a more engaged, more productive, and more profitable workforce — and, most importantly, clients value these firms highly. Clients ascribe value to connectedness because they understand that a firm’s ability to connect and collaborate is an important and valuable resource for them, too. As businesses become increasingly complex and multifaceted, their need for highly connected and multidisciplinary advisors becomes more critical.
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Get to Know OnePlace Operations & Finance: Unleashing the Power of Your Data to Drive More Profitable Business
As law firms entered 2021 on more-stable ground than they may have anticipated, many also now understand that their new operating models aren’t simply stop-gap solutions — new ways of working are here to stay. As a result of this sea of change, innovation initiatives focused on improving client experience and retention should not only evaluate how work is performed and delivered to clients, but also address how firms can leverage insights gleaned from the completion of that work to improve employee satisfaction, protect and grow revenue, and ultimately deliver engagements that result in happier clients and higher profits.
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Part 3: Stakeholder Role in Streamlining a Legal CRM Implementation
You’ve decided it’s time to invest in a CRM upgrade, built your business case, and are now thinking ahead to implementation. How can stakeholders help maximize project success? Now’s your chance to get YOUR questions answered. We invite you to be part of the conversation as we discuss the role of the business stakeholders in the success of the project.
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CRM Success Webinar Series Part 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. You are 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 Framework. In Part 3 of our CRM Success webinar series, we’ll discuss how CRM can provide a platform for process improvement and operational efficiencies extending beyond the marketing and business development departments. CRM experts from Pinnacle and Intapp will share insights and examples of how firms are using CRM to support and drive cross-functional business processes, and explore the underlying technology that makes it work.
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#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them
Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed.
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CRM Transformation Series, Part 2: Building Your Legal CRM Business Case
You’ve reached your breaking point. You can’t deal with your firm’s second-rate CRM platform for one more nanosecond. Even though everyone knows it’s a broken system riddled with obsolete data, you and your colleagues have bitten the bullet and learned to work around it. Now, your team’s collective frustration has boiled over and you’re ready to take action.
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Chief Marketing and Business Development Officers as Change Agents
Modern law firm marketing and business development leaders are uniquely positioned to drive change, because — in addition to serving as stewards of firm branding — they’re increasingly leveraging data-driven insights to direct strategic growth efforts, such as key-client programs. But there are significant hurdles to be overcome along the way, including the added challenge of change management inside law.
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Team Collaboration and Key Client Programs: Powerful Tools for Business Development
Team collaboration and key-client planning ultimately empower firms to cross-sell their services, achieve higher hourly revenue, and retain more clients — and professional legal marketers should be leading the charge. Whether it involves key-client planning programs, industry teams, or rapid lateral integration, team collaboration requires new systems and processes. To provide actionable guidance and deliver better experiences through teams, firms must adopt technology that supports collaboration, automation, and data-driven insights.
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A Paradigm Shift in Business Development
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CRM Transformation Series, Part 1: Sizing Up the Legal CRM Landscape
Law firms are under enormous competitive pressure, today more than ever. Spending on legal services has continued to go up but spending on outside counsel has been largely flat. To be competitive, law firms need to get much smarter and more diligent about the business they pursue by making intelligent data-informed marketing decisions. But not all CRM systems can help companies do this effectively – and many firms are considering changing or supplementing what they already have.
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CRM Success Series, Part 1: Defining Value and Acing Implementation
Contrary to popular belief, law firms can and do often achieve success with their CRM initiatives. To foster a successful implementation, firms need to define business-impacting success criteria, understand the role of technology, and know how they must change in order to achieve that success.
