InterAction for Accounting & Professional Services Firms
Specialized Relationship Management 

InterAction Helps Professional Services Firms Build Better Relationships

Unorganized, unreliable, and inaccessible data leads to mismanaged client communications, impaired client relationships, and missed opportunities. When you can’t track your client interactions efficiently, it creates information chaos and results in the loss of new business opportunities.

By implementing LexisNexis® InterAction® customer relationship management software (CRM), you get a holistic view of a customer’s interactions across the firm, empowering you to increase client retention, measure the profitability potential of clients and opportunities, and enhance relationship management.

Increase client retention

Know when and where to send valuable information so communication is consistent for developing a long-term relationship with your client.

Measure the profitability potential

Ensure your team is focused on nurturing clients and opportunities that have the greatest chance of delivering new business.

Enhance relationship management

Utilize InterAction IQ to identify key staff members who are connected to each client, and ensure that you are maintaining consistent client touches by tracking your activities and preventing overlap.
InterAction is the right solution for your professional services firm because it is based on a common-sense belief: the more you know about your clients and customers, the better you can tailor your responses and services to them, resulting in more business.
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Overcome relationship challenges

Professional services firms sell skill, competence, and proficiency to clients that often requires building a level of trust before providing services. We partner with you to embrace cost-effective strategies and technology that help you meet these unique relationship management challenges.

More than a professional services software, InterAction customer relationship management software comes with a team of experts that will position you for success. From implementation to end-user adoption and best practices, we are here to partner with you every step of the way.

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The right-sized solution

Competitive advantage can be found, no matter your size

As the dust settles on the changing landscape of mid-law, firms are embracing cost- effective strategies and technology to remain competitive. Take the time to make sure your information systems are working for you.

More than a CRM solution, InterAction® customer relationship management software comes with a team of experts that will position you for success. From implementation to end-user adoption and best practices, we are here to partner with you every step of the way.

Consulting and Professional Services Firms

Maintaining strong relationships with clients is important, but implementing a client relationship strategy can be challenging…
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Struggling with Contact Data Chaos?

With the “big data” explosion affecting professional services firms, how can you get to the next level of client data efficiency…
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CRM and the Professional Services Organization: Understanding Relationship Intelligence and Its Benefits

The more an organization knows about its customers, and the closer their relationship, the more it can sell…
Download the white paper…

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InterAction is the de-facto Enterprise CRM solution for professional services. InterAction proved to be the best fit for the unique challenges of our thriving organisation, especially as we hone our business to meet the needs of our clients.”
Andrew Dunn
Business Development Partner
Begbies Traynor Group

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