This week has started with a new beginning of the company’s Customer Relationship Management (CRM) tool launched by LexisNexis. It is a new development of communication with 2-25 people to grow their sales, marketing, and business networks without the high cost or complexities of an enterprise CRM solution.
When using this in Microsoft Word, a head can read a Word document, see a name and highlight it, and a client profile appears. If a client profile does not exist, the user can create one. The profile lists email addresses, phone numbers and the other lawyers in the firm who work with the client. You can also make the client profile also list meetings held and scheduled in an ‘activities’ section, allowing the head of the company to see the firms past and continue interactions with the client.
In Microsoft and Outlook, features are identical, as in outlook the software allows user to add clients into marketing mailing lists and provides chance to change capabilities in personalize emails. Log in to your Microsoft account Office.com/setup and check for the identical features. Likewise, in Excel interaction helps to find relevant client information, such as names, email addresses, contact no etc, as it helps to link back to client profiles within the program.
It also allows communication, which helps in delivering message through a “hybrid cloud technology” model. Now, this interaction allows law firms to either place contact on its on-premise databases or on the cloud where LexisNexis manages it. On this, the general manager of LexisNexis, Scott Wallingford, said that the hybrid cloud technology provides greater flexibility to Law firms.
There is more about CRM
Communication’s new development allows the CRM tool combined with Word, Outlook and Excel and other tools that you can access on www.office.com/setup. While identifying present and future clients is a necessary function of any CRM tool. LexisNexis is standing with its CRM software. In order to use its product CRM solutions require lawyers to adopt another program, where you can know how lawyer works.
The edition goes beyond combining into Microsoft office setup, as it also monitors lawyers’ email interactions and sends automated messages to lawyers suggesting that add someone they frequently contact. You need a licensed account on Office.com/setup to access this tool. In case, you don’t have an existing office setup then create one on www.office.com/setup.
The release of LexisNexis’ CRM came up with more legal technology providers predict a growing need for lawyers to develop and maintain clients.