InterAction Newsletter

OCTOBER 2020

InterAction Data Integrity

LexisNexis® InterAction® CRM holds relationship data that is the foundation of the firm, allowing you to make better business decisions and build stronger relationships with clients. With such vital information, it’s important to maintain data integrity.

If you haven’t signed up yet, join the InterAction Data Integrity Series to discover the five steps in the relationship data continuum to make sure your data is working for you. This includes best-in-class technology, customized solutions that empower your culture and processes, and any additional support you need.

For Data Quality inspiration, read our latest blog post by Maggie Hepburn, “Reaching the Peak of Data Mountain: One Firm’s Story of Data Quality Triumph.”

Register now >

Approaches to Business Development Planning

InterAction and The Lawyer recently released a market report, “Approaches to Business Development Planning,” to help firms in today’s rapidly changing legal environment.

With top 100 law firms surveyed globally, the report gets to the heart of varying approaches in business development planning, strategy, implementation, and tracking. The report seeks to provide an understanding of what legal business development could look like in the new normal.

Market report contents include:

  • Planning business development efforts
  • Systems in use
  • External data systems
  • How do you track business development efforts?
  • The use of data
  • Client feedback processes

To know more about how InterAction and The Lawyer team up, read the article by Cristiano Dalla Bona for The Lawyer, “Roundtable: For BD teams dealing with a pandemic, less is more.”

Download now >

 

Data Quality Workshop

There is no better time to verify the quality of your contacts and lists than the holidays. This workshop has up to eight hours of private, web-based training plus data maintenance in your InterAction environment. Our trainers will help you develop strategies to approach your data quality processes efficiently and with focus. Download our Data Quality brochure to learn more.

Holiday Card Workshop

Many firms and organizations send a holiday card to their important contacts each year, so centralizing your holiday card process can greatly simplify your team’s endeavors. This custom workshop will provide your department with best practice recommendations on managing holiday cards in InterAction. Learn more about the InterAction Holiday Card Workshop and free toolkit here.

Public Virtual Core InterAction Training by Role

Available October to December, here are the virtual Core InterAction training course bundles that are great remote, hands-on training options this quarter:

Monthly Updates

Every month, we release a product update that informs you of the latest InterAction capabilities. Check out the latest InterAction updates here.

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Maintenance and Support

Get to know all the benefits that you have access to. With your InterAction Maintenance and Support, your CRM software is enhanced with a dedicated team of experts ready to help you grow your business and achieve your business goals. Learn more with the brochure and toolkit.

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Inside the Buyer's Brain Takeaways

Understand your customers’ priorities and know what they are thinking. Discover the takeaways that are important for every accounting and professional services firm by reading our blog post by Lindsay Ashcraft, “Inside the Buyer’s Brain: Client relationships are evolving—how to keep up” and downloading “8 Highlights and 3 Major Takeaways to Win New Business.”

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3 Key Ingredients to Spice Up Your Holiday Lists

Spice up your firm’s holiday card process and elevate your card list game to the next level. If you missed Pam Tobias’ and Drew Sammeth’s 3 Key Ingredients to Spice Up Your Holiday Lists webinar, find list inspiration through the recording and take a look at the Holiday Card Best Practices infographic to be sure your process is holiday-ready.

View webinar resources >

Business Analytics: Far from Home?

Pulling BI from your CRM data shouldn’t leave you feeling lost. And it doesn’t take a superhero like Spider-Man to help you find your way. Visit the post by Duane Eddy for steps to turn BI concerns into action and to find out what Spider-Man and business intelligence have in common.

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CRM Must Be “Business as Usual”

One thing that historic events have taught us is organizations that take a positive and long-term view of business growth during challenging times are the ones that come out winners. Check out the blog post by Blair Amer and find out why “CRM Must be ‘Business as Usual’ Despite a Dispersed Workforce.”

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Capitalizing on the Shift to Digital Marketing

Check out the latest interview between Larry Bodine and our own Scott Wallingford as they discuss how business development and marketing activities are shifting into the digital and virtual stage—webinars, podcasts, Zoom meetings, and more. Listen to the discussion today.

Listen now >

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We’d love to hear from you

Tell us what you found most valuable about this quarter’s newsletter and/or what you would like to see next quarter.

InterAction Virtual Events and Resources

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