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SEP

15

Tuesday
12 – 1 pm ET

 

InterAction Client Advisors Help You Navigate Continuing Changes & Review Core Feature Favorites

As we have all settled into the new normal, our LexisNexis® InterAction® Client Advisors are here to help you navigate the continuing changes affecting your marketing, business development, and CRM strategy.

Join us this month as we cover some of our previous sessions’ most frequently asked questions and topics, plus these essential highlights:

  • Data quality projects – where to start and who can help
  • Archiving folders and archiving contacts best practices
  • Marketing list management for mailings and virtual events
  • Searching and reporting
  • Data governance

 

Our Client Advisors will also demonstrate some of their favorite core features and how you can utilize those tools to optimize your data quality processes. We will also use this time to answer your specific questions to help you to continue to thrive.

InterAction Client Advisors

Duane Eddy
Client Engagement Manager, InterAction

Duane Eddy has worked in the CRM market for over 20 years. For the first 15 years, he was focused on providing technical consulting services with LexisNexis InterAction, performing many tasks such as installation, upgrades, report development, customizations, etc. He is a problem solver, using his years of experience and technical knowledge to find creative CRM solutions. As a Client Advisor, he is a CRM ambassador, working to make sure all customers are successful with their CRM implementations. He focuses on helping clients with the CRM strategies, initiatives and, more recently, analytics and reporting, to get the most out of their solutions.

Pamela Tobias
Client Advisor, InterAction

Pam Tobias has more than 15 years of legal marketing experience, with a focus on CRM and other marketing technologies. For the last 15 years, she has focused specifically on LexisNexis InterAction, working with business development, events, communications and other teams to align the database for business planning, key account management and other vital marketing, business development and firm initiatives. She also specializes in repositioning misunderstood (or failed) systems working closely with marketing, business development and IT. As a Client Advisor at LexisNexis, she focuses on helping clients be successful with their marketing and business development strategies and initiatives by integrating technology into growth strategies and everyday business processes.

Mary Olson
Client Advisor, InterAction

With a past as a successful Marketing Technology Manager at two global law firms, Ms. Olson has over 16 years of experience with CRM, eMarketing and other marketing technologies. She was responsible for developing marketing technology strategy, integrating marketing software with other firm systems and processes, and driving firm-wide implementation and user adoption. Additionally, as a Marketing Technology Consultant in the professional services industry for six years, she has assisted firms in choosing and customizing marketing software to best fit the needs of their professionals; revitalizing initiatives and increasing user adoption; and developing best practices for marketing and business development departments. As a Client Advisor at LexisNexis, her focus is helping clients be successful with their marketing strategy and initiatives by integrating technology into growth strategies and everyday business processes.

Dr. David Jacobs
Client Advisor, InterAction

Dr. Jacobs is an experienced Senior Client Advisor with a demonstrated history of working in the information technology and services industry. Skilled in business process, customer relationship management (CRM), IT strategy, professional services, and product requirements, and is a strong consulting professional with a Doctor of Business Administration (DBA) focused in technology management from Northcentral University.