At every practice, the Customer Relationship Management (CRM) system should be an invaluable helper for professional users, administrative staff and business leaders alike. It’s the one sophisticated technology tool shared by everyone.
So, what kind of relationship should you have with a CRM system? Does it work the way you do, handle the tasks you expect, and possess the attributes you’d associate with a real helper … smart, detail oriented, flexible, trustworthy, and readily available? It should be all that and more.
Top-tier professional service organizations around the world seeking “all that and more” have turned to LexisNexis® InterAction® software as their CRM platform of choice. Their interests go beyond just managing all the contact details associated with customers. They want to use that valuable resource intelligently to distinguish the firm, grow the business, service clients better, and solidify the relationships that are vital to the practice.
Ideally, you’d have a trusted colleague to depend upon who would help you accomplish all those activities. From a performance review standpoint, InterAction software gets top marks.
- Detail Oriented: Captures and tracks all the key touch points of daily working life (calls, contacts, appointments, etc.) and aggregates your firm’s client data covering matters, profiles, notes and activities to form a more complete relationship picture.
- Diligent: Notifies you when others in your firm interact with your contacts; tracks internal email headers to discover new contacts and relationships.
- Works Well With Others: Seamlessly integrates with other practice applications (time and billing, HR systems, document management systems, et al.); directly synchronizes with Outlook and other mail systems; features convenient embedded access and task panel in InterAction for Microsoft® Outlook®.
- Trustworthy: “Ethical wall” security maintains confidentiality of information at the relationship or detail level.
- Multi-Tasks: Identifies cross-selling and client service opportunities; prepares contact lists for mailings and invitations; tracks development activities for events and campaigns.
- Team Player: Tracks progress milestones and manages action plans on major initiatives; improves productivity and collaboration for all parties involved.
- Well Connected: Identifies subtle interrelationships among clients and prospects; determines other people in the firm familiar with your contacts and the nature of the relationships.
- Quality Conscious: Incorporates the right data stewards, change management rules, and process steps to protect the integrity and accuracy of your firm’s relationship resource.
Maybe it’s time for your practice to take CRM up to the relationship intelligence level. Looking at client relationships from an InterAction software vantage point can empower your entire firm.