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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

A comprehensive solution is designed to effectively address the unique variations present in the relationships, distribution channels, stakeholders, and intermediaries across different business sectors. This central platform allows for rapid access to all relevant information regarding clients, prospects, and third parties, while also simplifying the setup and management of portfolios through a bi-directional connection to numerous portfolio accounting systems, along with adaptable imports from sponsor platforms. Additionally, a proactive CRM system and document repository provide easy access to important updates without the need to exit Outlook, enabling users to swiftly organize meetings, take notes on discussions, and track reminders and historical data. User engagement significantly increases when individuals can customize the interface to align with their personal preferences, whether in an office setting or on mobile devices. Furthermore, insights into social interactions play a crucial role in enhancing client relationships and generating referrals, ultimately contributing to the long-term success of the business.

Description

Is your sales team caught in a tumultuous relationship with your CRM system? This is a widespread issue, as research from last year indicated that a staggering 63 percent of CRM projects fail. However, the same study revealed that successful high-growth companies often attribute their achievements to effective CRM usage. The solution lies in enhancing your CRM with business intelligence tools that promote engagement and boost sales effectiveness. Besides CRM integration, LexisNexis Prospect Portfolio allows sales teams to efficiently compile prospect lists tailored to specific parameters, such as geographic location or industry type. You can also set up personalized alerts to receive updates on prospects and customers from an extensive array of over 26,000 sources—ranging from international to local news outlets. Additionally, incorporating sales triggers into your news searches enables you to identify optimal prospects at the most opportune moments. Finally, you can create detailed reports that include comprehensive citation lists and selectively print only the most pertinent documents to streamline your workflow. By leveraging these tools, your team can transform its CRM experience and drive better results.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

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

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

UNAPEN

Founded

1991

Country

United States

Website

unapen.com

Vendor Details

Company Name

LexisNexis

Founded

1970

Country

United States

Website

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

Product 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

Product 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

Alternatives

Alternatives

Heads-up Reviews

Heads-up

WattsNet
Nexis Dossier Reviews

Nexis Dossier

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