Manzama and OnePlace Partnership Brings Market Intelligence to Client Lifecycle Management

The Partnership Allows Bringing Key Information Provided by the Manzama Intelligence Platform Directly into Their Oneplace CRM Environment 

Manzama and OnePlace 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.

“We are thrilled to partner with a company like OnePlace whose core principle is to centralize critical information within Professional Service firms, and make that information more easily accessible and discoverable,” said Mark Hinkle, co-founder of Manzama. “Combining not just news, but analytics at a centralized point of need which can be easily leveraged for quick identification of risks and opportunities around clients and prospects, and horizon spotting across industry sectors, is what this partnership and integration are all about.”

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“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.”

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.

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.

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