Reporting Release: LexisNexis InterAction and Microsoft® Power BI®
Maximize the Value of Your CRM Data with InterAction® for Office 365®
Learn More   

Reporting Release: LexisNexis InterAction and Microsoft® Power BI®

Reporting Release: LexisNexis InterAction and Microsoft® Power BI®
Maximize the Value of Your CRM Data
with InterAction® for Office 365®

There’s an abundance of data. How do you make the most of it?

Today, it’s not just about capturing data, it’s about turning data into insightful reporting solutions that can be used to make key business decisions. But data is getting harder and harder to organize and analyze because there’s so much of it. This can lead to mismanaging priorities, less effective actions, and missed 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®

Microsoft® Outlook

  • Search and validate contact information
  • Add new contact in two clicks
  • Alerts for employment and job title changes
  • Use embedded pane for daily tasks such as add/view activities, review relationship information or add/remove from a list
  • Set options to automate activity tracking

Microsoft® Excel

  • Map columns to show and count matches
  • Use embedded pane for daily tasks such as add or view activities, review relationship information, or add/remove from a list

Microsoft® Word

  • Highlight text to search for contact in database
  • Use embedded pane for daily tasks such as add/view activities, review relationship information, or add/remove from a list.
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