Distribution & Milestone Tracking
for LexisNexis InterAction
We've tapped InterAction's opportunity tracking functionality to let you manage lists, fields, and activity milestones in an easy-to-use grid format. Swimfish's TargetMatrix is perfect for tracking an investment bank's M&A activities, or a private equity firm's sector research, or even a law firm's class action cases.
Now you can track targeted contacts and important milestones, activities and notes - all in once place. Your matrix is fully configurable, so you decide what milestones and fields to track. You can even track different milestones for different deal types.
Swimfish's TargetMatrix enables users to coordinate their deals efficiently and completely, from due diligence to distribution tracking, to discovering new opportuinities. Streamline your workflow and reduce the amount of time spent managing deal milestones. Contact Swimfish today to learn how our TargetMatrix can help your firm get even more out of InterAction.
Features of TargetMatrix:
- Select or import companies, and then associate contacts with each - regardless of whether the contact is employed at that firm. Then view all contacts, including their contact information, all within one screen.
- Filter contacts by their role, level of interest, and other criteria.
- Rearrange columns or hide columns so you can work with the fields you need, without scrolling. The TargetMatrix remembers your configuration the next time you use it.
- Add activities, fields, and apply new roles, to tens or even hundreds of contacts all with one click, directly from within the matrix.
- Sort by activity dates, opportunity role, and other fields.
- Easily copy contacts from one opportunity to another.
- Printable summation report of milestones, contact status, users responsible and more.
- Leverage InterAction's relationship intelligence functionality by viewing other opportunities that a contact has already seen.
- Can be integrated with external data sources like Capital IQ.
