May 21, 2018 – Bend, OR — Manzama and OnePlace today announced a partnership which will allow for seamless integration of Manzama data and insights into OnePlace’s Client Lifecycle Management solution for Professional Services firms. The integration allows organizations to bring in key information provided by the Manzama Intelligence Platform directly into their OnePlace CRM environment for better access and utilization by stakeholders and teams across the firm. This integration encompasses not only information from the Manzama base platform, but also from Manzama’s new, transformative Manzama Insights product, which leverages the latest in data science techniques to uncover risks and opportunities around clients, prospects, and industry sectors.
“The OnePlace solution is designed to deliver tangible value not only to Marketing and BD teams but also to lawyers, partners and firm management,” added Tim Smith, CEO at OnePlace. “Integrating Manzama information, particularly Manzama Insights, into our solution was a no-brainer, and we’re excited to offer this option to our shared clients. The concept of pro-actively managing risk and uncovering opportunities in client relationships is embedded in our approach, so this is a great match.”
Since 2010, Manzama has been the leading provider of current awareness and market intelligence solutions to professional service organizations around the globe. With intuitive search and sharing tools, user-friendly implementation, and integrations into numerous best-in-class third party platforms, the Manzama Base and Manzama Insights platforms automate the process of finding and sharing critical business insights. Using sophisticated search algorithms and cutting-edge machine learning techniques, Manzama delivers critical insights that help teams better serve their clients, make informed business decisions, and support knowledge and business development initiatives. Visit: www.manzama.com
OnePlace is a Client Lifecycle Management (CLM) solution that helps professional services firms identify and nurture new engagements, build strong pathways into existing clients and monitor and manage revenue risk. Developed natively on the Salesforce Platform, OnePlace delivers capabilities beyond legacy CRM systems to support the complete client lifecycle: from initial contact to cultivating profitable, long-lasting relationships. With offices in APAC, the U.S. and the UK, the OnePlace team has built a strong track record of planning, implementing and supporting successful CLM projects worldwide with expertise and passion. For more information visit www.oneplace.global.