InterAction

LexisNexis InterAction is the leading provider of CRM software and services, which enable professional services firms and other relationship-based organizations to create the Relationship Intelligence they need to uncover new business opportunities.

InterAction is easily accessed anytime, anywhere via an Internet browser or a Windows client, where professionals can view and manage information however they choose — through knowledge management platforms, corporate portals, intranets, extranets, and wireless devices — while retaining control over their personal information and relationships.

InterAction solutions are available to the Accounting, Financial Services, Legal, Management Consulting and other Professional Markets.

 
Easy to Use
  • The InterAction® Web ClientTM is easy to navigate, which improves overall usage and minimizes the need for training.
  • My Watch List TM tracks all past and future activities and pushes valuable information out to the professional.
  • Integration with Microsoft® Outlook®, Lotus Notes® and Novell® GroupWise® allows users to access valuable information and contribute to the system without leaving this environment. Calendar integration and activity logging is also available.
  • Standard out of the box reports, including direct support for exporting contacts into Microsoft® Excel and into Microsoft® Word templates.
  • Easily configure Web Client contact and searching capabilities.
Built-in Data Quality Functionality
  • Innovative data quality tools provide data stewards with the tools necessary to ensure data integrity and reduce the ongoing total cost of ownership.
  • Data Change Management functionality fosters company-wide sharing of information while providing the tools to ensure data quality over company contacts.
  • Sophisticated algorithms for duplicate detection and matching help improve overall data integrity.
  • Unique Find and Replace and Duplicate Merge features provide the ability to quickly and easily monitor and manage the firm or organization's data.
  • Standard searches designed to uncover potential problems as a part of ongoing data maintenance.
  • Folder Dependency Analyzer designed to replicate manual processes for automatically moving contacts in and out of mailing lists and other folders.
Lowering the Total Cost of Ownership
  • The InterAction Web Client means a zero-client install for all users.
  • Standard folders, additional fields and contact types provide immediate value out of the box.
  • Web Client profiling tool enables a company to quickly create profiles that address the business needs of the firm or organization.
  • All desktop software is installed using pure Microsoft .MSI technology to simplify the distribution of software.
  • Full-featured upgrade tools available to enable a gradual transition to the latest version of InterAction from previous versions.
  • InterAction® Application Collaboration™ is an advanced tool for integrating and leveraging information from various third-party systems (e.g. time and billing, accounting systems).
  • Optional industry-specific Related Modules provide the ability to track matters, engagements, opportunities and deals.
Extensible Platform Becomes a Key Business Application
  • InterAction’s architecture embraces leading technology standards such as XML and Java, and extends it to enable access to your data from other third-party applications.
    InterAction’s server-based COM API makes desktop integration with word processors and other applications easy to deploy.
  • InterAction supports one-way synchronization with Active Directory and can also import group or user information from external sources.
Designed for the Way You Do Business
  • The My Contact Updates™ feature allows users to subscribe to automatic updates for their contacts or review them manually to give them more control.
  • Smart Connect™ enables automatic connection of any contacts in a firm collection to those contacts already in the database – reducing the burden on the professional to resolve these contacts.
  • Anonymous relationships can be designated and the relationship holder can receive communications from other users without revealing his/her identity.
  • Security and proxy options provide easy access to user information and more control for the professional.
  • Easily configurable,Web-based interface
  • My Watch List
  • Server-based bi-directional sync functionality for Microsoft Outlook, Lotus Notes and Novell GroupWise
  • Automated e-Activities from e-mail or calendars
  • Easy exports to Microsoft Excel and Microsoft Word templates
  • Data change management and built-in data quality tools that ensure data integrity
  • Relationship Map to expose critical relationships throughout the company
  • Who Knows Whom
  • Related Contacts
  • InterAction Application Collaboration for back office integration
  • Industry-specific modules to track matters, engagements, opportunities and deals
  • Desktop API integration with word processing and productivity applications
  • Desktop software installation using Microsoft .MSI technology
  • My Contact Updates and Smart Connect encourages professional usage