CRM Success Series, Part 1: Defining Value and Acing Implementation

On-Demand Webinar

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. In the first of four webinars, CRM experts from Pinnacle and Intapp will provide insights into CRM success, with a focus on defining success and achieving a successful implementation, followed by a demonstration of the industry-leading OnePlace Marketing & Business Development solution and Intapp CRM software.

During this webinar, you will learn:

  • How to define CRM success for your firm using Pinnacle’s CRM Success and Value framework
  • Which factors are critical for delivering on-time and on-budget while meeting business needs
  • How the features and capabilities of OnePlace Marketing & Business Development and Intapp CRM can help your initiative succeed

Gareth Thomas

Practice Group Leader, Marketing and Business Development

Intapp

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Gareth Thomas

Practice Group Leader, Marketing and Business Development

Intapp

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.

Robert Beach

CEO

Pinnacle US

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Robert Beach

CEO

Pinnacle US

Robert Beach is CEO of Pinnacle US and has spent the last 20 years advising law firms and other businesses on CRM technology and success.

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