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

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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 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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