InterAction^® On Demand delivers powerful functionality within a simple, easy-to-use interface. Our core offering has everything your organization needs to begin leveraging your contacts like never before.  Plus, we offer a variety of optional components that you can add to meet the unique needs of your company. 

	Included	Optional
Contact Management
360-degree view of your contacts, relationships, and activities	●
Ability to store unlimited locations, phone numbers and e-mail addresses for companies and people	●
Quickly display a map and the current weather for any contact's address	●
Sharing controls to determine how your contacts are shared with the firm	●
Activity tracking and management	●
My Watch List™ - for personalized monitoring of a contact's activities	●
User-defined lists with custom fields	●
Easy-to-use search functionality	●
Relationship Intelligence
Ability to relate companies to companies, companies to people, and people to people	●
Whom Knows Whom™ - relationship detective to determine who else within your organization knows a contact	●
InterAction's Relationship Map™ - to identify and leverage your organization's  extended network of contacts	●
Marketing Automation
Campaign management	●
List management	●
Competitor tracking	●
Export to Microsoft® Excel	●
Mail merge functionality with Microsoft® Word	●
Opportunity Tracking
Lead management, lead routing, territory management, sales forecasting, and pipeline reporting -- all with detailed, customizable reporting		●
Client/Project Support
Case management of clients or projects, accompanied with workflow support and detailed, customizable reporting		●
Account/Fund Tracking
Account or fund management, with unlimited fields, distribution list functionality, and detailed, customizable reports		●
Customization and Security Controls
Unlimited custom fields	●
Unlimited custom profiles	●
Unlimited custom contact types	●
Record-level security	●
Profile-level security	●
Mobility
Web access using Microsoft® Internet Explorer	●
Full Microsoft Windows® client access		●
Wireless access		●
Integration
Contact synchronization with Microsoft® Outlook®		●
Contact synchronization with Lotus Notes®		●
Contact synchronization with Novell® GroupWise®		●
Integration with third-party applications		●
Web portal integration		●
Training
Web-based training	●
On-site training		●
Additional Services
Data conversion		●
Custom reports		●
Data quality management		●
File storage		●

 

Additional fees may apply for optional components. 

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