#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them
Jan. 27, 2021 | 8:30 - 9:30 a.m. PT / 11:30 a.m. - 12:30 p.m. ET / 4:30 - 5:30 p.m. GMT
Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed.
CRM Success Webinar Series Part 3: Driving Operational Improvements and Efficiencies
Feb. 25, 2021 | 8 - 9 a.m. PT / 11 a.m. - 12 p.m. ET / 4 - 5 p.m. GMT
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.