• Win More Business: Produce Data-Driven Insights by Tapping Into Your Firm’s Greatest Assets

Your firm’s CRM and EXP systems contain a wealth of data gathered over time — data that can inform valuable yet often unexplored opportunities to differentiate your capabilities and demonstrate to prospects that you’re the undeniably correct choice.

In this webinar, Chris Whitmore, Bryan Austin, and Johnny Jones share how you can extract deeper and more meaningful insights without adding unnecessary workload or complicated processes. They’ll explore how firms of the future can change their business development teams’ behaviors and approaches to streamline pitching processes and win more business:

  • Using data-driven insights to their fullest potential
  • Maintaining best practices to keep data current and suitable by using Microsoft Teams, Microsoft Word, and Intapp OnePlace solutions
  • Understanding the benefits of visualization dashboards in the transformation of business development practices
  • Exploring modern approaches to rapidly generating pitches by pulling data through a single system
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Speakers

Chris Whitmore

Practice Group Leader, Marketing and Business Development
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Chris Whitmore

Practice Group Leader, Marketing and Business Development

Intapp

Chris is a Practice Group Leader for the Marketing and Business Development group where he collaborates with firm leadership, helping to implement next-generation CRM strategies. With more than 20 years of CRM experience across the areas of sales, marketing and product management, Chris helps professional services firm leaders improve performance through focusing on combination of process, technology and change management.  Before joining Intapp, Chris served in various roles at LexisNexis InterAction, a legal CRM as well as Manager in Accenture’s CRM consulting practice group.

Johnny Jones

Client Services Manager

Pinnacle

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Johnny Jones

Client Services Manager

Pinnacle

As a client services manager at Pinnacle, Johnny Jones works closely with law firms to implement technologies that advance business practices and support clients and team members throughout their relationships. Jones brings unparalleled understanding of how firms of various sizes and structures can put innovation into practice and gain the most value from their technology investments. His dedication to understanding practical requirements and matching them with technical solutions makes him the trusted, go-to contact for a broad range of global clients.

Bryan Austin

Director, Business Development Practice

Pinnacle

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Bryan Austin

Director, Business Development Practice

Pinnacle

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