‘Beyond CRM’: Wilson Sonsini and Salesforce talk AI-driven intelligence
Legal IT Insider
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US multinational law firm Wilson Sonsini at ILTACON this year took to the stage with Salesforce to detail the work the pair are doing together to prepare for the agentic […]
The post ‘Beyond CRM’: Wilson Sonsini and…
US multinational law firm Wilson Sonsini at ILTACON this year took to the stage with Salesforce to detail the work the pair are doing together to prepare for the agentic AI era, with Salesforce saying that “client relationship management isn’t enough.”
One of the first public glimpses of the work being done behind the scenes, this session was led by Wilson Sonsini’s CIO Jeffrey Lolley and Salesforce’s global account director and legal industry lead Kiel Parker.
Lolley pointed to Wilson Sonsini’s long relationship with Salesforce, which is also a client. “It started around how we weaponise data and institutionalise it,” he observed.
At Wilson Sonsini, Salesforce is used for pitches and providing context around the current business with the client, and who might have touchpoints with a new client. All RFPs are fed in and it has become an overarching pitch management platform. Lolley says: “It started with a box we knew could do great things, and letting individuals know they can rely on it every day to grow their business. We use it for consistency, speed, pitches, RFPs and a lot of effort went into that.”…
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