Are You a Law Firm that Uses LexisNexis? Check Out the New Enhancements to their InterAction CRM

InterAction is a CRM (customer relationship management) by LexisNexis; if you’re working at (or the head of) a law firm that uses LexisNexis, you’ve probably heard of it. The new high value InterAction project will improve a variety of CRM functions and make it a more efficient CRM for your firm.

LexisNexis InterAction CRM: http://interaction.com/

Legal professionals are constantly facing more and more pressure to grow their business and win clients in the fiercely competitive market of legal. LexisNexis Legal & Professional has announced on April 25th, 2017, that they have added quite a few new high-value enhancements to their InterAction CRM software. These enhancements are a part of LexisNexis’ ongoing investment strategy that involves helping lawyers/attorneys, legal marketing professionals, business development professionals, and support staff manage the processes of businesses development and law firm CRM.

With the goal being to make CRM a more productive, efficient, and simple experience.

The Study

A new study via CounselLink from LexisNexis has indicated that law firm consolidation is on the rise (Minick, Toni, Director of Product Management for InterAction). In the legal market, law firms can’t afford incorrect / inaccurate client contact information — the new enhancements are extremely important because they help to lessen the burden on law firms — this means busy attorneys and business development professionals can focus on generating new business and getting work done.

InterAction CRM Enhancements

With the goal of improving data quality, law firm efficiency, and reliability, the enhancements to this CRM will help law firm marketing employees use the CRM for better management of their marketing workflows and increase the efficiencies as a result.

Also, the users of InterAction CRM will experience superior segmentation and categorization features to help with one-on-one marketing communication and improve the archiving capabilities in order to streamline the firm’s archiving processes.

Some of the new enhancements that were added to InterAction CRM includes:

  • Google Chrome Browser Support.
    • Google Chrome is the choice browser by a lot of law firms. Now the InterAction Web Client supports the use of Chrome.

  • Archiving and Segmentation.
    • With superior categorization and segmentation capabilities to assist with one-on-one marketing communications, this new features also improves archiving capabilities streaming the law firm’s archiving processes.

  • Introducing Contact Data Normalization.
    • The new InterAction Data Normalization enhancement will allow a law firm to automatically standardize how they want their contact and client data to be stored and displayed.
    • This features allows the system to make corrections rather than a person having to do so manually. Information that is normalized includes: job title, street address, state, country, and title prefix.
    • Also, data normalization rules will be applied to incoming contact data from: InterAction IQ, Interaction Mobility, Interaction for Microsoft Outlook (IMO), and InterAction Web Client.
    • This feature not only helps to lessen the cost and time of employees having to manually enter information like this, but it also ensures that the data being input is standardized and more accurate than manual inputs typically are.

Conclusion

Toni Minick, the Director of Product Management for InterAction, stated that: “We are excited to provide these new high value enhancements to our InterAction customers […] We will continue to listen to the needs of our customers and invest in tools that will help them succeed, no matter what market dynamics they are faced with.”

More Information

For more information on the LexisNexis InterAction CRM 2017 updates/enhancements, take a look at LexisNexis’ press release on this software enhancement: http://software.lexisnexis.com/InterAction-ReleaseUpdates.

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Accelo CRM: Review

What is Accelo CRM?

Founded in 2011, Accelo is a U.S.-based customer relationship management (CRM) software. This cloud-based solution is intended for companies or organizations that serves clients to streamline all of the client service processes into a central, easily-accessible location in the Cloud, as to manage work more efficiently, and manage staff better.

Intended Users

Intended users of Accelo CRM are essentially any professional service organization or company that serves clients — this can mean just about any business. Take a look at the details, features, and pricing details in this review to see if Accelo CRM is right for you and your organization.

Deployment

  • Cloud, SaaS, Web

Platform(s)

  • PC / Laptop
  • Mobile App
    • Android Native
    • iOS Native

Image result for accelo crm mobile

Features At a Glance

  • Contact Management
  • Document Management
  • Customer Support
  • Email Marketing
  • Interaction Tracking
  • Lead Scoring
  • Lead Management
  • List Management
  • Project Management
  • Quotes / Proposals

Features

Accelo CRM is a way to keep your communication with clients all in one, central location. This is a web/cloud-based software that doesn’t need to be installed on-premise (nor does it require hardware or costly upgrades).

You can also use this software to unify your team members and coworkers by automatically tracking and sharing client emails, appointments, attachments, notes, and custom fields with your team without changing the way you are used to using email.

With complete client insights, you can view your communication, client information, and work from anywhere on any device with an internet connection.

Automation & Processes (available in Premium Plan)

With automation and intelligent technology, you can always know what the next step is and what you need to do next. This feature will help you automatically send templated emails, update fields (such as the due date), and create follow-up meetings.

Client Records

You can create faster and more informed decisions by being able to access all of your client information in one location.

Team Scheduling (available in Premium Plan)

With team scheduling, you can decide how and when to start new projects based on your team or co-worker’s future workload projections.

Team Inbox

This feature is self-explanatory. The team inbox is the location where you can email client-related information to team members.

Tracking / Sync

You can automatically share and track client emails, appointments, attachments, notes, and custom fields with your coworkers without changing how you use email.

Automated Notifications (available in Premium Plan)

This feature will trigger and notify — this module is a great tool that works within Accelo and will allow you to create automatic actions when certain conditions are met.

Quotes

With the quotes feature, you can convert a quote into a project in one click.

Mobile App

You can keep an eye on your work, client communication, and team via the Mobile App.

Integrations

Accelo CRM allows for the seamless integration with the world’s leading platforms, including the ones you see below.

Plans & Pricing

There are two plans to choose from and the features and price are pretty straight forward.

Plus Plan

This plan is intended for growing companies/organizations/teams that need more than your starter CRM.

Price: $19 / user / month (billed monthly) OR $16 / user / month (billed annually)

Some of the included features are:

  • Smart CRM and Email Tracking
  • Email Campaigns
  • Sales Tracking
  • Tasks, Notes, and Attachments
  • Client Portal
  • Quotes

* See the full, extensive list of features at the following link: https://www.accelo.com/products/features/ *

Premium

This plan is maximally flexible and features automation.

Price: $39 / user / month (billed monthly) OR $34 / user / month (billed annually)

Main features include (but are not limited to:

  • Smart CRM and Email Tracking
  • Email Campaigns
  • Sales Tracking
  • Tasks, Notes, and Attachments
  • Client Portal
  • Quotes
  • Unlimited Custom Sales Types
  • Automated Triggers and Notifications
  • Unlimited Custom Sales Types

* See the full, extensive list of features at the following link: https://www.accelo.com/products/features/ *

Free Trial

Yes, Accelo offers a free trial of their CRM plans.

Customer Support / Training

  • Documentation
  • Live Online Training
  • Webinars
  • Online Support
  • Support During Business Hours

Contact

Image result for accelo crm

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OnePageCRM: Review

What is OnePageCRM?

OnePageCRM is a web-based sales automation customer relationship management (CRM) solution that is used by small businesses to automate their sales processes and streamline it. With one-click lead capture from various sources (Gmail, LinkedIn, etc.), you can also integrate with a number of third party lead generation, financial, and communication applications for 100 percent sales automation.

Intended Users

OnePageCRM is a simpler CRM than the huge solutions you can find made for thousands of employees. This CRM was created for catering to small businesses.

Deployment

  • Web / Cloud / SaaS

Platform(s)

  • Windows
  • Mac
  • Linux
  • Web Browser (OS agnostic)
  • Mobile

Features

Users can achieve 100 percent sales automation through the integration of OnePageCRM with a large number of third party lead generation, financial, and communication applications.

The CRM’s system’s contact management feature allows users to consolidate business contacts and merge duplicate entries. The interactive sales pipeline ensures you need only enter minimal data manually when adding new deals, while providing a distinctive view of the sales funnel.

This CRM also enhances sales collaboration by sending notification emails to each member of sales team whenever a new task is assigned.

Sales Management For You and Your Sales Team

The secret to sales is completing sales actions — OnePageCRM will keep you focused on taking action. With Action-oriented software (as opposed to a huge amount of graphs and charts), you don’t need to worry about so much manual data entry and analyses. The simple dashboard is efficient and easy to read and use and is intended to remind you of the next action to take in your Action Stream, so you can take real business action rather than considering a graph for a week without acting on it.

Contact Management for Sales Teams

With all of your business contacts in one location, it is easy to remain organized in this CRM. You can stop having your contacts being trapped in individual cell phones, and email accounts alone will not make your business efficient. With the Contact Management feature, you can have all of your contacts’ information in one place so you and/or your team can be on top of every opportunity.

OnePagCRM also allows you to merge duplicates in the contacts. This means if you had already put a contact’s email address in your contacts but you also have their phone number, you don’t have to erase any — simply select the two contacts and click “merge duplicates.”

Lead Capture

Creating and capturing leads is easier with lead clipper and social media details at-a-glance.

  • Lead Clipper

With this feature you can clip lead details from the web with a single click. This creates what is called “Next Action,” which makes sure that you follow up on it.

  • Email Inbox Lead Clipper

When you receive an email from prospects, you can quickly capture their details from Gmail, Google Apps Mail, and Outlook.com (Hotmail and Office 365).

  • Other Social Sites

You may also grab a new lead’s details from their social media site (like Facebook, Twitter, XING) and profiles and send them to the OnePageCRM.

Image result for onepagecrm lead clipper

Sales Team Collaboration

Closed-loop sales and collaboration are important to winning more deals. OnePageCRM’s Sales Team Collaboration feature is a way of making it simpler for your team to collaborate: they can share actions, delegate tasks, notify others when important notes are stored, and more. This is especially important when there is a team trying to sell to multiple people on the client side.

Integrations with your Business Systems

Integrations are a huge part of whether your CRM succeeds or not. Every business needs to integrate with some sort of third party application whether this is an accounting software, web forms, email campaign apps, video conferencing, email platforms, or automated workflows.

OnePageCRM allows you to connect your CRM to your crucial and favorite business systems and applications. This will continue to simplify your sales by being able to have your business systems “talk” to each other, from marketing, invoicing, project management, and so forth.

Sales Forecasting

Not all deal pipelines are made the same. While OnePageCRM does not offer a huge breadth of analytical options, it does offer an interactive pipeline that will give you a very unique view of your sales. By helping you to predict, motivate, and close more deals, you can view your deal stages funnel and see how you are performing.

You can add deals, too. Data entry and management is kept to a minimum and all you need a few details.

Mobile CRM Apps for Android and iOS

As with any CRM worth its salt, OnePageCRM offers mobile CRM applications for both iOS and Android. It is important to have your important information on hand at all times in the world of business. The simple and effective mobile CRM apps means that your sales team can stay on communication and workflow no matter where they are.

GTD-based Design

GTD stands for “Getting Things Done,” for better focus and productivity. This is an organizational method that was created by David Allen and his productivity principles to sales are applied to this CRM through the design.

  • Capture and Organize

Using the Lead Clipper, you will collect contacts that require your attention. Organize your contacts with statuses, tags, and set a “Next Action” for each contact.

  • Mind Clarity and Focus

You can use the CRM application as a trusted system to remind you at the right time of important actions you must take. This way, you can focus your attention on more important things without worrying about missing anything you have to do later in the day or week.

  • Productivity

Stress-free sales productivity can be difficult, but you can help yourself achieve it by continuously deciding what action to take next as soon as you complete an action — this way, you’ll never stay stagnant. You will always be moving.

Negatives

One negative of OnePageCRM is that it is a bit light on its reporting abilities. This means you may have to export into Excel in order to perform any detailed analysis. However, if you have chosen this CRM to use, it’s titled should have prepared you for a lighter software with more simple features.

Plans & Pricing

Pricing is simple. There is one plan to choose from.

Price: $12 / user / month (or $11 / user / month — 1 month is free with annual payment)

  • Unlimited: Contacts
  • Unlimited: Notes
  • Unlimited: Deals
  • 1 GB of File Storage
  • Reporting on Sales Pipeline, Activity, and Marketing
  • Customize Contacts and Sales Process to fit your business
  • Mobile and Tablet Applications for Android and iOS
  • World class training and support
  • Easy setup and very low maintenance

If you are a non profit organization, check out the link below — you can get the Power of Action Program (a OnePageCRM initiative) for FREE.

Non Profits: https://www.onepagecrm.com/power-of-action

Free Trial

OnePageCRM does offer a 21-day free trial.

Free Trial: https://app.onepagecrm.com/register

Customer Support / Training

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Clevertim CRM: Review

What is Clevertim?

Clevertim is a customer relationship management (CRM) software for small businesses, entrepreneurs, and startups — founded in 2010 in the U.K., Clevertim is perfect for a small company with limited but crucial CRM needs.

Intended Users

Small businesses, solo-preneurs, micro businesses, and other types of SMB’s use Clevertim CRM as a web-based contact manager and customer relationship management solution for their businesses.

Deployment

  • Cloud, SaaS, Web

Platform(s)

  • PC
  • Desktop Application on the Web
  • Mobile (Android)

Features at a Glance

  • Contact Management
  • Lead Management
  • Opportunity / Case Management
  • Customer Support
  • Document Management
  • Interaction Tracking
  • Quotes
  • Proposals
  • Team Collaboration Options
  • Guaranteed Uptime
  • Add Users / Delete Users
  • New Features Added by Clevertim on Regular Basis

Features

Clevertim was built and is sold as a simple web-based/cloud-based CRM for those with professional CRM needs in a micro-business or small business environment. With this software, you can avoid on-premise installation costs and time, avoid any upgrade charges, enjoy regular updating of features by Clevertim, and find that perfect in-between from Excel spreadsheets and a full blown CRM.

This simple CRM allows you to do the following:

  • Keep notes on contacts
  • Keep your leads in one location
  • Manage your tasks, reminders, and follow-ups
  • Assign and resolve tickets, projects, and cases
  • Track and organize sales opportunities
  • Share and collaborate with your team instantly

Contact and Company/Account Management

As with any CRM worth its salt, you can store all of your contacts and your accounts in one, central, cloud-based location so that everyone on your team can access it 24/7. You can also keep a helpful history of interactions with customers and leads using: emails, notes, quotes, and proposals.

  • Store all documents in one place
  • Build a business intelligence database
  • Use info to build your brand, retain customers, discover new opportunities, and find new leads

Tasks, Meetings, Reminders/Follow-Ups

The tasks section will help you to organize things that must be done for each company, case, contact, and opportunity – it helps to keep on top of each task. This CRM will assign and track work completed by you and your team.

The tasks will give you visibility of what has been done and what is still outstanding and needs to be completed.

Case Management

Cases are virtual folders that allow you to store information in one, cloud-based location. Cases can be used to track any problems, complaints, inquiries, questions from customers, and things like leads. You can use this case management for internal projects, such as hiring for a new position you created or organizing an event. Cases also allow your team and yourself to all be on the same page and collaborate on a common topic.

Sales Opportunity Management

You can see all of your sales opportunities in one location on Clevertim — and this information is also available to your whole team. You can set follow up reminders and add tasks for each sales opportunity so you can nurture towards closure.

Also, check out your pipeline of sales opportunities clearly and succinctly.

Online File Storage and Organizer

Store necessary files for business and clients offline — you can attach them to the relevant case, opportunity, company, or contact — what makes this module easy is it organizes your files through a Windows Explorer-esque interface that is intuitive and familiar.

Email Integration via the Clevertim Dropbox

With email integration, you can CC, BBC, and forward emails to your Clevertim Dropbox email account — notes you make will automatically be created for the correct contact. You don’t have to copy and paste any notes from emails into the CRM — Clevertim will do it for you.

Flexible and Powerful Custom Fields

If you need additional information to store more contacts, opportunities, cases, and companies, Clevertim comes with a range of typed custom fields.

You can define these custom fields as you wish: free text, list of your users, countries, dropdown/select from list of values, and more.

Easy to Integrate with Hundreds of Apps via Zapier

You can also use Zapier in order to integrate Clevertim CRM with hundreds of other applications, such as: Mailchimp, Constant Contact, AWeber, Campaign Monitor, Mailgun, Freshbooks, Wufoo, Twitter, Zendesk, Trello, WordPress, Google Apps, SugarCRM, Shopify, Desk, and many more.

Integrate, Extend, and Customize via Clevertim API

You can integrate Clevertim CRM with other internal or publicly available systems, too. REST-ful APIs are easy to integrate and customize and Clevertim’s API is hosted on github.

Plans & Pricing

All plans come with a free 30 day trial, so regardless of whether you begin with a trial or want to begin a subscription with Clevertim, you will get your first 30 days free of charge. You can downgrade, upgrade, or cancel your plan at anytime.

Clevertim accepts the following currencies for the paid subscriptions: USD, EUR, GBP, CAD, and AUD. As of now, the company accepts Visa, American Express, and MasterCard only.

Basic

Price: $24 / month

  • Users: Up to 6
  • Storage: 5GB
  • Opportunities: 5,000
  • Contacts and Companies: 5,000
  • Cases: 5,000

Professional

Price: $49 / month

  • Users: Up to 15
  • Storage: 15GB
  • Opportunity: 20,000
  • Contacts and Companies: 20,000
  • Cases: 20,000

Premium

Price: $99 / month

  • Users: Up to 40
  • Storage: 30GB
  • Opportunities: 30,000
  • Contacts and Companies: 30,000
  • Cases: 30,000

There are also two additional plan types you can choose: Solo and Free. These are plans perfect for those who do not feel ready for a paid plan and don’t need extra users, but do need more power in their CRM.

Solo

Price: $10 / month (users in the EU will be charged VAT)

  • Users: 1 Only
  • Storage: 5GB Storage
  • Contacts: 5,000
  • Opportunities: 5,000

Free

Price: Free

  • Users: 2 Only
  • No Files
  • Contacts: 250
  • Cases: 250
  • Opportunities: 10
  • Free to use forever

Add-On Users

If you need more than the 40 users you get in the Premium Plan, you can add on users in batches of 10 — at $2 per user / month, that’s $20 per 10 extra users a month.

Free Trial

Yes, Clevertim CRM offers a free 30 day trial for all of their plans. You do not need to give credit card information at any time and it takes only 30 seconds to sign up. If you choose to continue using Clevertim CRM, you can upgrade or downgrade any time once you free trial is up.

Free Trial: https://www.clevertim.com/en/

Free Demo

You can take a look at a free demo on Clevertim’s main webpage: https://www.clevertim.com/en/.

Customer Support / Training

  • Basic Training in as little as 15 minutes
  • Fast, intuitive training
  • Support during business hours

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