InterAction Strategic Account Management
Client teams within firms have been functioning for years. Making these teams efficient and productive is now more critical than ever for those responsible for business development, firm profitability and growth.
InterAction® Strategic Account Management is an application that enables professional services firms to plan, execute and track progress of multi-functional client teams.
InterAction can measure the strength of a relationship which contributes to
performance of client teams.
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Strategic Account Management enables the capture, tracking and streamlining of tasks and communications. Client goals can be set and activities planned, executed and tracked across multiple offices, geographic locations, and an array of practice areas strengthening collaboration amongst team members and providing line of sight from individual activities to goals.
Client Satisfaction Key Metric
InterAction Strategic Account Management improves knowledge sharing, goal setting and ability to track client satisfaction. It enables more cohesive interactivity and development of relationships with clients by providing a complete profile of client activity, initiatives and progress.
The software application allows activities of individual team members to be aligned with broader account management and client satisfaction goals. What results are enhanced knowledge sharing and better coordination. Clients benefit from real-time communication among teams in different geographies.
.NET Framework
InterAction Strategic Account Management is the first application for legal markets to integrate a CRM solution built on the Microsoft®.NET framework, providing compatibility with Microsoft SharePoint®. This platform facilitates information sharing across multiple software programs, making content and insights from the InterAction CRM database and the Strategic Account Management application seamlessly accessible on SharePoint portals and dashboards.
InterAction Strategic Account Management enables team members the ability to set
relationship goals and manage responsibility.
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Existing InterAction customers can use Strategic Account Management to strengthen collaboration of client teams across multiple offices, geographic locations and an array of practice areas with immediate data access, visibility and sharing provided by the .NET framework.
Seamless Integration
Once Strategic Account Management is launched, InterAction data seamlessly integrates into the new application enabling synchronization of teams' strategic communication and tracking of client issues. Team leaders can better manage processes, set and drive goals and track performance while improving productivity and cross-selling opportunities.
Features and Benefits
Overview of the features and benefits of Strategic Account Management is set out below:
| Feature | Benefit |
|---|---|
| Client Team Workplace and User Home Page | Allowing for Team/Firm Collaboration, Synergy, Process Enforcements, Improved Efficiency and Effectiveness |
| .NET based architecture (framework and API) | Providing compatibility with SharePoint, flexibility and configurable web parts. |
| Task Management and Action Plans | Creating an easier way to identify and track progress at a tactical level with an organized process to support firm standards. |
| Revenue Goal Tracking | Providing the ability to track and update revenue goal vs. actual from external system for effective reporting |
| Key Objectives | Providing the ability to record all objectives that are critical to the success of the client team, such as, Customer Satisfaction, market share goals |
| Relationship Goals | Identifying those contacts at the client that are critical to the success of the plan and develop a plan to strengthen relationships between these contacts and members of the client team. |
| Client Issues | Sharing challenges that the client is experiencing to increase team awareness and/or provide potential new opportunities. |
| Competitor Data | Recording what type of work the client is currently spending their money on and with whom to focus/support team objectives. |
| Core InterAction data | Leveraging all activities, appointments, additional information, Matters, Opportunities, Engagements, and relationship data already stored in InterAction. |
Features and Benefits if you already own InterAction
InterAction Strategic Account Management enables greater efficiency and productivity
among teams in different geographic locations.
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Strategic Account Management introduces a number of new features that go beyond contact management, marketing automation and relationship intelligence, which are already offered by InterAction. These new features include:
- Ability to set and manage goals by revenue targets, relationships and customer satisfaction. Strategic Account Management users can also create customized goals to suit corporate or team needs.
- Ability to broadcast from within the Strategic Account Management application, with announcements to the entire team, wherever they may be located
- Task management and notification
- Management of client issues and tracking of opportunities
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