Name: LexisNexis Prospect Portfolio
Rating: 9 (5 reviews)
Author: LexisNexis

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Beta Testing

Innovation Management

No-Code Development

Product Analytics

Version Control

Development

Learning Management

Student Management

Education

Business Intelligence (BI)

Collaboration

Corporate Social Responsibility (CSR)

Demand Planning

Enterprise Asset Management

Enterprise Content Management

Environmental Health and Safety (EHS)

Internal Communications

Enterprise

Accounting

Anti-Money Laundering (AML)

Merger and Acquisition

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Cloud Storage

Data Center Cooling

Data Center Networking

Fraud Detection

Function as a Service (FaaS)

Graph Database

Integration Platform as a Service (iPaaS)

LAN Switches

Network Operating Systems

Network Performance Monitoring

Object Storage

Open-Source Database

Rack Servers

Storage as a Service (STaaS)

Value-Added Resellers (VARs)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Video Conferencing

Professional Services

Customer Relationship Management (CRM)

Lead Management

Sales Incentive Compensation Management

Trade Promotion Management

Sales

Data-Centric Audit Protection (DCAP)

Database Security

GDPR Compliance

Security

Apparel

Clinical Data Management

Clinical Trial Management

Interior Design

Lease Management

Online Ordering

Simulation

Warranty Management

Vertical-Specific

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Users have made a few common recommendations regarding LexisNexis for development professionals. 
First, they suggest using the classic LexisNexis instead of the specialized version. 
Second, users recommend seeking out Advanced Search training if they decide to use the tool. 
Lastly, while the tool improves insight, it is not considered the ultimate solution for portfolio management. 
These recommendations provide valuable insights on how to maximize the benefits of LexisNexis for development professionals and highlight its limitations.

LexisNexis Prospect Portfolio is a comprehensive software for business intelligence, prospecting, and lead nurturing. Customers have described the product as user-friendly and helpful in quickly identifying prospects by specific identifiers. The software includes properties and companies that individuals are affiliated with in each report. The API integration also allows users to gain valuable insight into customers' businesses. The integration with Salesforce facilitates access to new info about contacts, news about companies, and analyst reports. 

One of the main benefits that users express from using LexisNexis Prospect Portfolio is the accessibility of company information which lets them build company lists or expand prospects lists for major opportunities. Additionally, being able to access public data on someone can be beneficial when trying to contact them as it can help identify any potential red flags such as bankruptcy filings. 

Although users have enjoyed the product overall, some drawbacks have been identified by customers. For example, it may be difficult to find some companies due to search limitations while newcomers may really find it confusing initially until they become more familiar with using the platform. Additionally, the match percentage of the information sent through their API could use improvement if passing in a DUNS number isn't enabled yet. Also, there currently isn’t an app available making it more inconvenient for mobile users. Finally, not all companies have SWOT information available so users may not be able to get access to access some details about every organization they look up within LexisNexis Prospect Portfolio.

The software offers a variety of benefits for its users. It is a great tool for business intelligence, prospecting, and nurturing, providing great insights into customer businesses with API integrations. The product also integrates with Salesforce to provide new info about contacts, news about companies, analyst reports, and SWOT information. In addition, LexisNexis has an easy-to-use interface that allows users to quickly identify prospects by specific identifiers, listing properties and companies that individuals are affiliated with in the reports. 

However, there are some areas where the product could better serve its customers. The matching algorithm for the information sent through their API and their database could be improved to save users time that's spent passing the DUNS number. Additionally, SWOT information is not available for all companies. 

Overall, customers have had positive experiences with LexisNexis for Prospect Research but understand that further improvements can still be made to make it even more effective in helping users solve their business problems.

• LexisNexis Prospect Portfolio offers a user-friendly interface and provides valuable insight into customers' businesses with its API integration for small business risk score, business verification, and risk view. 

• It integrates with Salesforce, providing new info about contacts, news about companies, analyst reports, and SWOT information. 

• Customers have had positive experiences overall, rating this product favorably compared to other vendors.

1. Lack of available information for some companies: Some customers noted difficulties in finding business information compared to contact information for executives. There have also been some complaints about the match percentage with the information sent through API's and the database.

2. Cost efficiency: In comparison to other vendors, the cost of using LexisNexis has been found to be quite average and not particularly competitively priced. 

3. Limited SWOT information: While customers could access analyst reports and news about companies offered by LexisNexis, some customers were disappointed in their lack of availability on more companies or persons.

LexisNexis Prospect Portfolio is a sales intelligence software solution offered by LexisNexis.

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LexisNexis Prospect Portfolio

Sales intelligence (SI) refers to technologies, applications and practices for the collection, integration, analysis, and presentation of information to help salespeople keep up to date with clients, prospect data and drive business.

Sales Intelligence

LexisNexis

Prospecting

Features related to generating leads and finding new contacts.

Advanced search

Users can search for prospects using advanced search logic and multiple criteria, across multiple platforms/databases.

Web browser extension

Allows users to search across the internet to find and capture new leads using a web browser extension.

Identification of new leads

Helps source leads at an acceptable rate, volume, and quality.

List quality

Lists generated by the tool are typically high quality.

Email contacts

Generates email contact information for leads.

Direct dial contacts

Generates direct dial contact information for leads.

List upload/download

Lists can be easily and quickly uploaded or downloaded from the platform.

Ideal customer targeting

Includes capabilities for determining ideal customer characteristics and targeting new prospects that match the ideal customer profile; this capability is automatic or semi-automatic.

LinkedIn integration

Data.com integration

Load time/data access

Provides fast and consistent access to lists and leads.

Reverse IP lookup

Allows users to identify unknown web visitors using reverse IP lookup; because they have expressed interest, newly identified visitors are considered prospects.

Sales Intelligence Data Standards

How well does the contact, company, and industry information provided by the SI tool meet the user’s needs? Is the availability and quality of data satisfactory?

Contact information

Information about individual contacts is available and high quality.

Industry information

Information about industries and markets is available and high quality.

Data Augmentation & Lead Qualification

Features around contact data management and lead intelligence.

Lead qualification process

Helps sales reps focus on the most promising leads (likely to convert) by ranking leads according to various rules and criteria. SI tools may take a semi-automatic, automatic, or self-scoring approach.

Smart lists and recommendations

Automatically segments and qualifies leads into dynamic smart lists; more advanced tools can make recommendations not only about which leads to follow up on, but when to follow up or with what material. Actionable intelligence.

Salesforce integration

Integrates with the Salesforce.com CRM platform.

Company/business profiles

Provides account-level information, including firmographics, business objectives, industry information, similar companies, and contact information for key decision-makers and influencers at a company. Gives sales reps context so they can deliver tailored sales pitches.

News updates

Tracks news related to accounts and contacts, such as acquisitions, market expansions, changes to leadership, etc.; adds relevant news updates to contact and/or company profiles.

Web traffic insights

Provides analytic insight around website interaction (aka behavioral or intent data). This may affect lead scoring and prioritization.

Prospect tracking/following

Allows users to “follow” particular leads or accounts, subscribing to receive updates on external events and changes to their position within the pipeline.

Alerts and reminders

Sends sales teams alerts/reminders about key happenings, opportunities, and recommended actions to take with leads.

Data hygiene

Helps users maintain clean lists and records, including duplicate management.

Automatic data refresh

Contact and company data are automatically kept up to date.

Filters and segmentation

Allows users to filter contacts and segment leads to explore data and create lists.

Notes

Allows users to attach notes to contact and company records.

Salesforce opportunity creation

Allows users to easily create an opportunity in Salesforce from within the SI tool.

Ability to append contact, lead, and account level data

Users can append records at the contact, lead, and/or account level.

Sales Intelligence Email Features

Features that support sending emails to leads, especially initial emails to a list of prospects. May gather additional sales intelligence based on email engagement, adding additional info to the contact record and/or contributing to lead prioritization.

Automated initial emails

Initial emails can be triggered to send to leads automatically.

Sales email templates

Users can create and share templates for emailing leads. May also include template testing capabilities, or other analytics that will recommend a template for a particular lead.

Sales landing pages

Users can create landing pages and link to landing pages in sales emails.

Engagement tracking

Allows users to track audience engagement with emails.

Append emails to records

Allows users to selectively or automatically append email threads and attachments to leads/contact records.

Gmail integration

Exchange integration

Integrates with Microsoft Exchange (Outlook).

Marketing automation integration

Integrates with a marketing automation system.

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LexisNexis Prospect Portfolio

Overview

What is LexisNexis Prospect Portfolio?