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InterAction® CRM - Features

With InterAction, your business development and client management efforts are well organized and your communications are streamlined and most importantly, predictable. InterAction can provide your firm or organization with the ability to profit from its Relationship Intelligence by incorporating innovative and leading-edge features including:

  • Generate 360° Views of Contacts
    Uncovering and leveraging your firm’s relationships can make an immediate impact on your bottom line. With InterAction, users can determine who else within a firm knows a contact, and the nature and strength of this relationship. InterAction reveals subtle interrelationships among clients and contacts that otherwise would be difficult to uncover, enabling you to quickly identify the critical connection that may help you land new business.
  • Leverage Relationships to Generate More Revenue
    Whether you’re bringing together buyers and sellers, or trying to close a deal, InterAction's Who Knows Whom™ and Relationship Map™ functionality help determine who else in the firm knows a contact and the nature of this relationship. Related Contacts functionality also reveals subtle interrelationships among clients and firm personnel, enabling you to quickly recognize connections that would otherwise be difficult to uncover. Identifying these critical relationships enables professionals to maximize the firm's network of relationships to help impact the company’s bottom line.
  • Designed for the Way You Do Business
    InterAction has the ability to create and track objects, such as deals and opportunities. This support provides you with the ability to track and mine specific client data from the firm’s professionals, import existing data from external systems, track client team membership, manage distribution lists and view all deals related to a specific contact.
  • Exceed Client Service Expectations
    Quality client service relies heavily on keeping professionals informed about client and prospect activities. InterAction's My Watch List™ ensures that you are kept in the loop by automatically notifying you when someone in your firm interacts with, or updates information about your key contacts.
     
    InterAction integrates seamlessly with Microsoft® Outlook,® Lotus Notes® and Novell® GroupWise®, including calendar integration and activity logging, simplifying the process for gathering up-to-date information. Optional related modules are available for InterAction that gives firms the ability to mine deals for firm or firm personnel experience, import existing deals from external systems, track deal membership, manage distribution lists and view all deals related to a specific contact. Keeping current on client and prospect activities ensures that you are well informed and gives you the tools necessary to deliver exceptional client service.
  • Acheive Firm-wide Marketing Automation
    Client development efforts can only succeed when marketing professionals have accurate, up-to-date information. InterAction creates a firm-wide repository of Relationship Intelligence and empowers marketers to mine this competitive data in order to execute strategic campaigns and manage tactical execution of those campaigns.
     
    Centralized list and campaign management simplifies and streamlines the process of conducting targeted, one-to-one marketing programs. InterAction also supports multi-value fields, custom classifications, mail merge, broadcast fax and e-mail, and a host of other high level marketing functions.

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For immediate information on InterAction and LexisNexis Interface Software visit their Web site at www.interfacesoftware.com.

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