Intapp Connect Virtual Summit
Marketing & Business Development Session
On-Demand Webinar – Recorded May 13, 2020
Developing and engaging clients amid extraordinary circumstances
Our personal, professional, and client realities literally changed overnight. How are professional services marketing and business development teams adapting, what challenges and opportunities are they facing, and how can we support one another through these extraordinary times?
Watch Lavinia Calvert, General Manager of the Marketing and BD Business at Intapp, Gareth Thomas, Practice Group Lead of the Marketing and BD Business at Intapp, and Claus Nielsen, CIO of leading Danish corporate law firm Plesner, for this session. They’ll discuss a number of topics to help you define your strategic response to current events:
- Understanding how you can hone your client development efforts in a virtual world
- Learning why collaboration and communication are now more important than ever
- Elevating the role marketing technology plays in sustaining agile marketing/BD efforts.
You’ll also get an exclusive preview of OnePlace Marketing & Business Development, our next-generation solution combining CRM, relationship intelligence, and experience management — all in one place.
Lavinia CalvertGM, Marketing & Business Development Solutions
GM, Marketing & Business Development Solutions
Lavinia currently leads marketing and business development solutions at Intapp. In this role, Lavinia maintains global responsibility for driving growth and success for her business unit, focusing on serving the technology needs of marketing and business development professionals in the legal, accounting, and consulting sectors. Prior to joining Intapp, Lavinia served as the CMO for OnePlace (acquired by Intapp in May 2019), and before that as CMO for an IP law firm with offices in Australia and New Zealand.
Claus Egholm NielsenChief Information Officer
Claus Egholm Nielsen
Chief Information Officer
Claus currently serves as the CIO at Plesner law firm in Copenhagen. With more than 20 years of experience in the IT and digitization sector, and three years at Plesner, Claus has deep experience in providing IT services for the professional services industry. In his role at Plesner, Claus is driving a strategic project focused on utilizing data and modernizing the CRM platform to provide a user experience that better aligns with the ways that lawyers prefer to work, empowering them to deliver a better client experience. Claus holds a bachelor of science and master of science degree from Copenhagen Business School in business administration and computer science.
Gareth ThomasPractice Group Leader, Marketing and Business Development
Practice Group Leader, Marketing and Business Development
Gareth Thomas, Practice Group Leader of the Intapp Marketing and Business Development Practice in EMEA has been working with law firms to deliver successful solutions in technology and innovation for over 20 years. In his role at Intapp, Gareth works closely with Marketing and Business Development leads within to align their growth requirements to Intapp OnePlace. Prior to working at Intapp, Gareth served as VP Sales in EMEA at OnePlace, Sales Director at iManage RAVN, and Sales Director at Tikit.
Product & Best Practice Resources
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.
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.
The Modern CMO: Advancing Marketing from Reactive to Predictive
Chief marketing officers who modernize business development strategies can accelerate revenue and market share growth with both new and existing clients.
Baker McKenzie Gains Global Visibility Into Its Key-Client Relationships
Leading global law firm Baker McKenzie wanted to provide its lawyers and partners with access to global key-client information. Using Intapp CRM, the firm’s own client command center — Baker Client Intelligence — was born.
Road to Recovery: Techniques & Technology to Transform Business Development
The world has changed drastically in just a few short weeks. While we can’t control the situation, what we can control is our response to it. The firms that succeed will be the ones that learn to adapt. While the current situation is definitely disconcerting, it also presents a rare opportunity to get lawyers to focus on business development and technology to help rebuild their practices.