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Move beyond traditional CRM to accelerate growth and ensure your client relationships stay strong
Join us to learn how OnePlace for Marketing & Business Development, a purpose-built modern platform, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session we will take real life use cases and show how Intapp provides unique solutions that drive your client development efforts, including:
• Discovering strengths, weaknesses, and trends in your client initiatives and relationships to identify opportunities to expand, win more business, and strengthen relationships.
• Understanding your firm’s relationships, knowledge, and expertise to support your client initiatives and programs.
• Enhancing your firm’s competitive profile and reputation in the market by executing your marketing programs and campaigns with greater impact

Jun 3, 2021 12:00 PM in Eastern Time (US and Canada)

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