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Highly Valued 'Prioritised Data Management Queries' Tool Now Available 'Out-of-the-box 'in InterAction Versions 6.2 and 6.3 article image

Highly Valued 'Prioritised Data Management Queries' Tool Now Available 'Out-of-the-box 'in InterAction Versions 6.2 and 6.3

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The backbone of any credible CRM solution is its ability to always ensure data accuracy and integrity. In addition to the core functionality used to regularly clean up data, tools that support such activity for specific scenarios are essential – including for compliance with the GDPR and data protection regulations around the world.

One such tool from LexisNexis is Prioritised Data Management Queries (PDMQ), which is now available 'out-of-the-box' in the versions of LexisNexis InterAction, 6.2 and 6.3. Firms on the previous versions of InterAction can install PDMQ separately too.

The key reason why this tool has been made available within core InterAction is the value it provides to firms. Consider this – a Partner joins the firm, and as more often is the case, brings a list of contacts that need to be imported into InterAction. The standard de-duplication tool in InterAction relies on the contact being in the firm list and removing duplicates from this list only. With PDMQ, the Data Steward can identify duplicate contacts from other lists and merge them with existing firm records. This allows the Data Steward to process only the incoming contacts without having to process the contacts that are already in InterAction not specific to this task.

PDMQ minimises the risk of non-compliance with the GDPR. This regulation demands that organisations must have a lawful basis for holding personal and confidential details of individuals. For any contact in InterAction, firms can demonstrate the lawful basis (e.g. contractual, consent or legitimate interest) for retaining a contact's data. Using PDMQ at the point of importing new contacts allows the Data Steward to merge their details with existing contacts where the specified lawful basis for processing data should already have been recorded.

Another scenario where PDMQ is of great value is when firms want to implement their Top Client and Key Account Management initiatives. For example, PDMQ allows the Data Stewards to quickly clean up the duplicate contacts in the identified client companies list, based on priorities – for example, the top 100 and key clients.

Data Stewards can choose how to perform the data clean up too. For instance, they can run PDMQ by company name and by website – or by contact name, email and even, phone if those fields are populated.

If this tool – or indeed any other of our data quality tools – are of interest, please speak to your Client Advisor. They'd be happy to advise on best practices.

Tags: InterAction

About the Author:

Mani Nanua, Senior Application Consultant at LexisNexis Enterprise Solution, has over 10 years' experience in the CRM space. As part of the Professional Services Application Consulting team, he helps customers to configure Lexis InterAction and implement the solution and associated components to meet their organisational needs. He also conducts training and knowledge transfer sessions to enable customers to optimise the use of InterAction and adhere to best practice methodologies.

Prior to this role, he was CRM Systems Manager at Charles Russell Speechlys LLP. Managing a team to oversee the CRM and the eMarketing functions, he led the amalgamation of the InterAction environments following the merger of Charles Russell and Speechly Bircham. He also drove projects to integrate InterAction with the firm’s practice management system and the rollout of a new integrated eMarketing tool. Before that, Mani has held roles at Tikit and Simmons & Simmons.

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