CRM Success Webinar Series Part 3: Driving Operational Improvements and Efficiencies

On-Demand Webinar

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.

During this webinar, you will learn:

  • How to use OnePlace Marketing and Business Development to run practice group meetings
  • Real-world examples including client satisfaction, lateral onboarding, and industry teams
  • How the connected firm — connecting people, processes, and data using the right technology — transforms your work and strengthens client relationships

Speakers

Andrew Hutchinson

Go-to-Market Lead, Marketing and Business Development Practice

Intapp

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Andrew Hutchinson

Go-to-Market Lead, Marketing and Business Development Practice

Intapp

Andrew Hutchinson leads the go-to-market efforts for the marketing and business development practice at Intapp. He helps professional services firms achieve strategic objectives around client development and interoperability. Hutchinson possesses a deep understanding of the role marketing and business development play in the wider professional services firm context, and the range of objectives they seek to achieve; he uses this knowledge to support firms in driving both effectiveness and efficiency. Hutchinson has spent the last 15 years working with a broad cross-section of firms in EMEA and North America, helping them drive innovation in the delivery of services through the use of technology.  

Bryan Austin

Director, Business Development Practice

Pinnacle

View bio

Bryan Austin

Director, Business Development Practice

Pinnacle

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