You've never seen an InterAction like this before!
Welcome to InterAction Anywhere for Outlook. This puts your CRM system in a whole new class. Gain instant access to your contacts, opportunities, projects, Watch List, reminders and more... all without ever leaving your inbox!
Pervasive Access
We're not talking about a new toolbar. We're talking about pervasive access through a side-panel within Outlook that can be left open or accessed whenever the user wishes. It can even automatically refresh with the contact's information from the e-mail that your reading. Need the person's phone number? No need to even search - it's right there.
Highly Functional
We've taken just about everything from the InterAction Web client and made it available in this new interface.
- Watch List and Reminders
- Add New Contact or Opportunity
- Advanced Search
- Access to Contact Types, Marketing Lists, and Working Lists
- Access to My Projects (opportunities, engagements, and accounts)
- Access to addresses, profiles, activities, and relationships
- Ability to edit the forecast information on your opportunities
- One-click access to information from LinkedIn, Google Maps, and more...
Perhaps the most impressive feature is yet to come. During the summer of 2010 Anywhere for Outlook will provide OFFLINE ACCESS for all of your contacts, their associated companies, frequently access contacts, and all of your projects.
Oh yeah - this is big! You may never log into the Web Client again!
(you're welcome!)
