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Tag Archives: interaction

7 LexisNexis Software Webinars in June for Customers

4 LexisNexis Software Webinars in June for Customers

We’re kicking off the summer with a series of webinars designed for existing customer who are using the LexisNexis® Interaction® CRM system or our law firm practice management solutions. Here’s what the lineup looks like for June 2015: 1. Meet the InterAction Client Advisors On this webinar, three client advisors will share tips for digital marketing, law firm brand building, leveraging ... Read More »

The Key to CRM is Tracking Relationships

The Key to CRM is Tracking Relationships

Customer relationship management (CRM) tools for professional service firms ought to track relationships – who knows whom– as opposed to tracking products.  So says Kayte Steinert-Threlkeld, the chief marketing officer for Berdon LLP, a top 35 accounting firm based in Manhattan. Relationships  trump everything in business development, an aspect perhaps unique for professional services firms, including accounting, law, engineering and ... Read More »

Law Firm CRM Webinar:  Who Knows Who?

Law Firm CRM Webinar Who Knows Who

A big part of the role for marketing and business development staff is to know who’s who and who knows who.  This is often easier said than done, especially in larger organizations. Technology, and specifically law firm CRM tools, ought to be capable of helping staff and rainmaking attorneys figure this out.  We call this “relationship intelligence” which means though ... Read More »

Law Firm Business Development:  Relationships Trump Everything

Future of LexisNexis InterAction

Business development is synonymous with building, sustaining and managing productive business relationship – one person at a time.  I like Bruce Alltop’s view from his January 2014 blog post Law Firm Marketing:  Business Development is Relationship Development. In it Bruce reminds us “relationships trump everything”: “Since business development is more of an art than a science, few rules exist that ... Read More »

Product Notes:  InterAction 6.25 adds Microsoft Outlook Features

Barriers to law firm CRM implementation

One of the timeless CRM lessons for successful deployments is engaging a system that works how your team works.   That is to say that it’s integrated into the natural workflow of the user which facilitates user-adoption. Research, such as the screenshot nearby, demonstrates, the biggest obstacle to successful CRM programs is user adoption. The challenge then becomes, how can we ... Read More »