Reporting Release: LexisNexis InterAction and Microsoft® Power BI®
Maximize the Value of Your CRM Data with InterAction® for Office 365®
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InterAction Hybrid Cloud Solutions
The Flexibility You Need. The Security You Demand.

Securely Access Data Regardless of Where It Resides

LexisNexis® InterAction® provides a unique hybrid cloud-based delivery model that allows firms to reduce their IT burden while maintaining full control over where their data is stored. The hybrid cloud modules leverage a LexisNexis patented technology to securely access data regardless of where it resides.

Choose where your data resides

With our hybrid cloud, you can store your data on-premises behind a firewall, in a private cloud, or in a public cloud environment—you decide.

Access data securely

The LexisNexis patented methodology means data is never stored at rest in the InterAction cloud.

Reduced IT burden

Incremental automatic software updates cause reduced downtime for users and minimal technical resources.

Improved user experience

From the intuitive and responsive design to the embedded guides and videos to support users when they need it, these applications are designed with the users in mind.
InterAction Client Data Embedded Where You Work
Outlook®. Word. Excel®
Vital client data is embedded into existing workflows with integrations across Microsoft® Outlook®, Word, and Excel®. Powerful client relationship data is delivered when and where it is needed most, so you can offer clients better service and build a pipeline for new business opportunities.
Supercharge your InterAction reporting solutions with Power BI®. Give your data life!
LexisNexis® has leveraged industry-leading Power BI®, giving you the power to bring your data to life. Prepare more consumable and useful reports and dashboards from standard templates or customize your own solution. You’ll find that it’s easier than ever to interpret and present data for decision-makers now that Power BI® works with your LexisNexis InterAction® data.
“The InterAction data model for Power BI® makes it easier to access your client insights. With the clear, logical data structure and all the valuable client activity information at your fingertips that is already in InterAction, you do not have to be a data scientist to design an informative and user-friendly dashboard to support your business development strategies.”
Miia Meklin
CRM Specialist, Borenius Attorneys Ltd
An alert tab shows employment and job title changes of contacts. One touch allows you to log email as an activity.
Find and return information on contacts selected within Word documents. Information appears in a pane to the right of the screen where CRM tasks can be performed; e.g., add/view activities, review relationship info, add/remove from list.
Integrate InterAction CRM data with data in Excel spreadsheets, with contact information appearing in a pane to the right of the screen.
Make a VoIP call directly from the InterAction for Office 365 and record it as an activity.
Includes the convenient option to enable “automatically create email” or “automatically create phone call” activity for a contact.

InterAction users can generate visually dynamic reports that are quick and easy to understand.

InterAction users can create customized reports or use standard templates to show:

Your firm's daily activities

InterAction usage across your firm

Relationship overview across InterAction contacts

Open and closed opportunities

Summary of Data Change Managment (DCM) tickets

Historical activities

Business Edge users will have more standard templates and more fields for reporting that include:

All Activity Data

All Task Data

Client Type

Company InterAction ID

Competitors

Historical activities

Serial Numbers

Table-Client Type

Find out how you can harness the power of InterAction data through Power Bi®
Find out how you can harness the power of InterAction data through Power Bi®

Intuitive Client Insights

The InterAction client insights module provides an intuitive, configurable user experience designed to make day-to-day tasks easier, quicker, and more convenient.

Contact Management – Easily search, view and edit your contacts and company data to maintain and enhance foundational firm data.

Intuitive Client Insights

The InterAction client insights module provides an intuitive, configurable user experience designed to make day-to-day tasks easier, quicker, and more convenient.

Activities – Record and manage all your activities to accurately track client engagement.

Intuitive Client Insights

The InterAction client insights module provides an intuitive, configurable user experience designed to make day-to-day tasks easier, quicker, and more convenient.

List Management – Develop and maintain contact lists to deliver the right messages to the right clients.

Intuitive Client Insights

The InterAction client insights module provides an intuitive, configurable user experience designed to make day-to-day tasks easier, quicker, and more convenient.

Relationship Data – See contact relationship information at a glance to quickly gain insight and context.

We Listened. Your Feedback Helped Us Develop InterAction for Office 365!
User Interface Pane Greatly simplifies how to log emails and add contacts and activities with a
redesigned pane that shows high-level contact data and key information across three tabs: Activities, Relationships, and Lists.
Contacts One click to identify if an email sender (plus anyone in CC) is an InterAction contact, and display relevant contact information.

Two clicks to add any contact not in CRM to your InterAction database.

Alerts Alerts shown under a single Activities tab include employment change and job title change.
Activities Past and future activities are displayed in a single, easy-to-read pane with a blue dot indicating future activities and appointments.

Past activities displayed include attended events, RSVPs, phone calls, and meetings.

Log an email as an activity with just one touch.

Relationships Reveals co-workers who know a selected contact as a way to facilitate an introduction from a colleague.
Lists Displays both marketing (with and without sponsorship) or working lists in just one click. You can sponsor, un-sponsor, and remove a contact from a list.

Contact Us Now to Request A Demo or Speak to Your InterAction Account Manager