• 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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