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What is LexisNexis Prospect Portfolio?

Is your sales team struggling to maintain a healthy relationship with your CRM system? This is a common challenge, as studies from the previous year highlighted that an alarming 63 percent of CRM implementations do not succeed. Nevertheless, the same research showed that thriving high-growth companies frequently credit their success to proficient CRM utilization. To address this issue, it is essential to enhance your CRM with advanced business intelligence tools that foster engagement and improve sales performance. In addition to CRM integration, LexisNexis Prospect Portfolio empowers sales teams to efficiently generate prospect lists based on specific criteria, including geographic location or industry. You can also establish customized alerts to receive updates on prospects and clients from a vast selection of over 26,000 sources, encompassing everything from global news to local media outlets. Moreover, by integrating sales triggers into your news searches, you can pinpoint the most promising prospects at the ideal moments. Furthermore, you can create in-depth reports that consist of detailed citation lists and selectively print only the most relevant documents to optimize your workflow. Ultimately, by harnessing these innovative tools, your team can significantly enhance its CRM experience, leading to improved outcomes and greater overall success.

What is ClientLogix?

An all-encompassing solution is crafted to thoroughly tackle the distinct differences found in relationships, distribution channels, stakeholders, and intermediaries across various industries. This unified platform facilitates quick retrieval of all pertinent information related to clients, prospects, and third parties, while also streamlining the establishment and oversight of portfolios through a two-way connection to several portfolio accounting systems and flexible imports from sponsor platforms. In addition, an anticipatory CRM system and document storage allow for straightforward access to vital updates without needing to leave Outlook, which empowers users to efficiently arrange meetings, jot down notes during conversations, and monitor reminders and historical information. Moreover, user participation dramatically improves when individuals can personalize the interface to match their preferences, whether in a workplace environment or on their mobile devices. Additionally, understanding social interactions is essential in fostering stronger client relationships and generating referrals, which are key components for the sustained prosperity of the business. This comprehensive approach not only enhances operational efficiency but also positions the business for future growth and adaptability in a dynamic market.

Media

Media

Integrations Supported

Accurint Virtual Crime Center
Bridger Insight XG
CaseMap
Cognizant
CounselLink
CourtLink
Lexis
Lexis Affinity
Lexis for Microsoft Office
LexisNexis Corporate Affiliations
LexisNexis InterAction
LexisNexis Lead Integrity Attributes
LexisNexis Predictive Modeling
LexisNexis Risk Solutions
Nexis
Nexis Data+
Nexis Diligence
Nexis Newsdesk
Nexis Social Analytics
Welltok SmartReach

Integrations Supported

Accurint Virtual Crime Center
Bridger Insight XG
CaseMap
Cognizant
CounselLink
CourtLink
Lexis
Lexis Affinity
Lexis for Microsoft Office
LexisNexis Corporate Affiliations
LexisNexis InterAction
LexisNexis Lead Integrity Attributes
LexisNexis Predictive Modeling
LexisNexis Risk Solutions
Nexis
Nexis Data+
Nexis Diligence
Nexis Newsdesk
Nexis Social Analytics
Welltok SmartReach

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

LexisNexis

Date Founded

1970

Company Location

United States

Company Website

www.lexisnexis.com/en-us/products/prospect-portfolio/supplement-your-crm-with-valuable-data.page

Company Facts

Organization Name

UNAPEN

Date Founded

1991

Company Location

United States

Company Website

unapen.com

Categories and Features

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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