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London User Group LexisNexis InterAction

London User Group LexisNexis InterAction. James Paterson – Sr. Director, Product Management Mike Baldwin – Sr. Product Manager. July 25, 2013. Agenda. Introduction InterAction Overview InterAction for Microsoft Outlook InterAction Mobility Discussion. Introduction.

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London User Group LexisNexis InterAction

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  1. London User GroupLexisNexis InterAction James Paterson – Sr. Director, Product Management Mike Baldwin – Sr. Product Manager July 25, 2013

  2. Agenda • Introduction • InterAction Overview • InterAction for Microsoft Outlook • InterAction Mobility • Discussion

  3. Introduction

  4. InterAction – Global Product Management James Paterson Sr. Dir. of Product Management Toni Minick Sr. Product Manager Mike Baldwin Sr. Product Manager Scott Winter Assoc. Product Mgr Krista Fuller Dir. Product Marketing Mandy Hays Customer Experience Mgr.

  5. InterAction Overview

  6. We’re in a New World of Business Development Period of change for legal services Business development evolution • Revenue growth is the #1 strategic objective for law firms1 • Revenue is shrinking at ~35% of largest US law firms2 • Law firm clients demand greater value from outside counsel • Regulatory and technology changes prompting new drives for fresh approach • Large firms invest ~2.5% of revenue in business development and much is unplanned/measured2 • Partners and attorneys responsible for business growth… • …Yet few have formal plans3 and… • Competing priorities • 1 ALM / LexisNexis 2012, 2 BTI 2012, 3 LexisNexis 2012/2013

  7. Business Development Continuum Sales Relationship Marketing Management InterAction Business Development Model DataManagement

  8. InterAction Tools to Support Fee Earners • Staying Productive Where Business & Relationships Happen

  9. InterAction for Microsoft Outlook

  10. InterAction for Microsoft Outlook InterAction for Microsoft Outlook is an innovative tool embedded within Microsoft Outlook offering users a simplified user interface that more seamlessly integrates into their workflow and surfaces more InterAction data to support improved decision making. It keeps users better informed about their contacts without leaving Outlook or deviating from their normal processes. 

  11. How is IMO different than the old PIM toolbar? • Users don’t have to wait for an additional dialog to load • Users do not need to toggle between screens or leave the inbox • Displays the most relevant and timely information in an easily digestible format • Access to data for anyone included on the email, meeting or task • Built upon Outlook, so uses familiar user interface • Simplified new contact process that’s as easy as Outlook’s form with more benefits for the user • Availability of Watch List and Review Contact Update alerts, so users no longer have to go to the web client for these features

  12. InterAction Pane

  13. Business Card

  14. Connections

  15. Upcoming Meetings

  16. Interactions

  17. Information Updates

  18. Notes

  19. Add Activity

  20. Reports

  21. Alerts (Formerly Watch Lists)

  22. Auto Syncing Meetings

  23. Search

  24. Streamlined New Contact Process/Form

  25. Contact Details (360° View)

  26. InterAction Mobility

  27. Put InterAction Data in Your Fee Earners’ Hands Enable Client Insights on the Go • Find Contacts (even if they’re not in Outlook): Need a contact? View any firm contact from your mobile device. • Identify Relationships: Quickly identify mutual contacts between people, employees you or your co-workers know within a firm • Connect: Instantly place phone calls, send texts or emails from the contact record on your phone • Prepare for Meetings: Meeting in 30 minutes? Prep for the meeting by reviewing activities, notes, contacts and schedule for future meetings. • Manage Logistics: Making the most of your travel? Plan your schedule using InterAction Mobility to identify other key contacts to visit. • Manage Extra Time: End a meeting early? Use LexisNexis InterAction to find other key contacts in the area. • Build Relationships – One Connection at a Time: When details make the difference, review important dates, hobbies or personal info for your clients and contacts.

  28. Expand the Benefits of CRM Throughout your Firm Increase your Firm’s ‘Return on InterAction’ • Empower End Users to Access Data Immediately: Professionals can get the information they need in an instant, via a form factor that makes sense to them and the way they work • Improve End User Satisfaction: Change your professionals’ views of CRM – clearly illustrate the value of the data and intelligence by placing it in the palm of their hands. • Reduce Back-Office Time / Effort: Cut down on time spent fulfilling simple requests for information that professionals can complete quickly & easily • Increase Solution Adoption: Watch the CRM usage footprint within your firm grow as end users make it a part of their daily routine • Increase Return on CRM Investment: Help your firm to maximize the value it is getting out of the CRM installation already in place

  29. InterAction Mobility 1.3 - Introduction InterAction Mobility 1.3 • Released June 13, 2013 • Deployed globally, automatically • Fourth Mobility release since initial Sept 2012 launch • Represents extension of user add/edit capabilities • Key Features: • Add / Edit Contacts • View Marketing & Working Lists • Addition of Asia-Pacific hosting location

  30. Mobility 1.3Add New Contact Record • Add Contact icon now available next to search field from either My Contacts or Search Contacts views • Selecting icon will launch blank form for creating contact record

  31. Mobility 1.3Add New Contact Record • Once contact has been created in My Contacts, contact can be edited or deleted • If contact is shared with firm, contact can still be edited / deleted – that action will apply to My Contacts version

  32. Mobility 1.3View List Associations • Selecting either will display a list of all the lists in that category the contact is associated with • Selecting any list will display all other contacts associated with that list • Entering characters into the filter field will instantly filter the list results • Marketing and Working List data will appear at the bottom of the contact record business card view • Sections are collapsed by default, can be expanded individually

  33. InterAction Mobility Resources • InterAction Support Center http://support.interaction.com/ • New Release Highlights • Release Notes • API & Mobility Connector Downloads • Configuration Instructions • Documentation • Admin Guide • User Guide • Quick Reference Guide • Architecture / Technical Overview Info • LexisNexis University http://www.lexisnexis.com/university/ • InterAction Mobility On-Demand Training • InterAction Account Manager • InterAction Support Team

  34. InterAction MobilityQuestions If your firm is interested in providing feedback about Mobility, to include discussions about functionality for future releases and potential concept testing, please email me at: mike.baldwin@lexisnexis.com

  35. Tech Ed – October 9th • InterAction Tech Ed • Wednesday 9th October • Near Tottenham Court Road, London • Agenda / invites out early August • Register now by emailing event-es@lexisnexis.co.uk

  36. Discussion & Questions

  37. Subject to change without notice InterAction® 6.2 – Coming Late Summer 2013Enhancing Your CRM Experience, Whatever Your Language InterAction 6.2; the leading CRM platform for Services Firms, delivers improved tools for managing client / prospect relationships through daily interactions that build a profitable business • Deliver better communications across borders with client data in many of the world’s major languages, resulting in better customer service • Cater to local language needs by creating and editing contact records in multiple languages • Reduce duplicate risk through a single, unified contact record to contain activities, profiles, relationship in multiple languages • Access all versions of the contact through search in the preferred language • Generate lists and other marketing materials based on language Multi-Language Contacts • The revolutionary MS Outlook add-in is faster and more efficient. Professional users can manage firm contacts more efficiently, allowing real-time access to InterAction’s relationship insights right from their hub of daily activity More Efficient IMO Other Updates • Advanced Import supports matching on email address • Over 100 defect corrections Stay tuned! Visit our website for updates, plus industry trends and best practices; www.lexisnexis.com/intelligence

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