CRM Success Series, Part 2: Encouraging Adoption and User Success

On Demand Webinar

Following on the first webinar in our CRM Success Series, Defining Value and Acing Implementation, we now focus on the second pillar of Pinnacle’s CRM Success and Value Framework, user success. During this webinar, we will discuss how to define, encourage, and measure user success. CRM experts from Pinnacle and Intapp will share insights into how other firms have approached user success and will demonstrate how Intapp’s OnePlace Marketing & Business Development solution can help you measure it.

During this webinar, you will learn:

  • Different ways to define and track user success
  • How to encourage user adoption at your firm
  • How user success can be measured in Intapp’s OnePlace Marketing & Business Development solution

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Speakers

Amy Fielek

Manager, Principal Consultants

Intapp

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Amy Fielek

Manager, Principal Consultants

Intapp

Amy Fielek has been consulting with firms on their CRM implementations for over 20 years, including 16 years consulting with law firms. In her role at Intapp, Amy works with legal clients to help them get the most out of their Intapp OnePlace Marketing & Business Development implementations. Prior to working at Intapp, Amy consulted for Andersen Consulting, PwC Consulting, LexisNexis, Thomson Reuters, and Aderant.

Tony Pullman

Head of Business Transformation & Chief Operations Officer

Pinnacle

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Tony Pullman

Head of Business Transformation & Chief Operations Officer

Pinnacle

Tony Pullman leads Pinnacle’s business change team, helping firms ensure they extract the greatest business benefits from projects. This involves working with clients to help them define success and deliver practical solutions based on the defined criteria. Tony joined Pinnacle from Hogan Lovells where he was Global Head of Business Service Delivery. He has also worked at Simmons & Simmons, DLA Piper, Kennedy’s, Clifford Chance, and Linklaters.

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