InterAction Business Planning & Pipeline Training

8:00am - 12:00pm Eastern Time (US & Canada)
Seats Available
Learning Method
Virtual Training (Alternate)
InterAction - Marketing Professional
Registration End

Price $925.00

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Firms want to be more and more strategic and systematic with their business development (BD) efforts. Finding new business and staying competitive involves plans that use data and technology to identify, personalize, and track the most profitable opportunities. Adoption of effective technology can be slowed by siloed teams, not adhering to defined processes, and an abundance of data that’s complicated and unwieldy.

The InterAction Business Planning and Pipeline features are designed to boost your approach to business planning and development, empowering you to build and grow, using your InterAction client relationship data more strategically. It provides a holistic, connected approach to driving successful business outcomes for your firm and maximizing the return for your combined effort. 

Through our InterAction Business Planning and Pipeline training, learn and put into practice, how firm, practice group, and business development leaders are able to easily align teams with the firm’s strategic objectives and their associated initiatives, while gaining visibility into developing opportunities. 

Note: After purchasing this course, an InterAction Trainer will reach out within one business day to scope and schedule your Workshop at mutually convenient times. Courses can be scheduled up to 4 hours in length and purchasing the class as listed on LNU covers one seat/person in the class only. If you wish to discuss a private workshop delivery for multiple people from the firm, please use the Request Private Training form to contact the training team for separate scoping & pricing.

Business Planning & Pipeline Training

Business Development Maturity Assessment

  • The LexisNexis Maturity Model
  • Six Maturity Levels and their Strategic Value
  • Maturity Model Benchmarks

The Strategy of Objectives and Initiatives

  • Aligning Objectives with Firm Strategies
  • Creating and Editing Objectives and Initiatives

Driving Business Development Opportunities

  • Creating Opportunities
  • Managing Opportunities
  • Driving Opportunities with Tasks
  • Business Development Coaching Support

Business Development Reporting with MS PowerBI

  • Configuring Reports
  • Out of the Box Opportunity Reports

Training Quarterly Newsletter: 
As part of your training purchase, participants will receive a subscription to our InterAction Training Quarterly Newsletter: The latest news from IA Training!