Interface Software Announces InterAction® 5 Migration Service for Janna CRM Customers
Service provides economical CRM alternative for investment banks, asset management firms, private equity firms and other relationship-based financial institutions
OAK BROOK (IL), 3 March, 2003: Interface Software today announced the introduction of a new migration service that provides customers of Siebel Systems, Inc.'s Janna Enterprise Suite a cost effective migration path to Interface Software's InterAction 5 — the leading CRM solution for investment banks, asset management firms, private equity firms and similar relationship-based financial services organizations.
InterAction 5's unique focus on Relationship Intelligence has been tremendously popular with financial services firms that need the ability to leverage the complex connections between people, companies, relationships, experience, and expertise. Moreover, InterAction 5's unique data quality and data change management functions have enabled firms to ensure a high-quality CRM database while drastically reducing the time and cost associated with database maintenance.
The InterAction 5 migration service includes professional services for importing Janna data into InterAction 5's Relationship Intelligence knowledge base. Once completed, customers will be able to take full advantage of InterAction's wide range of relationship functionality that includes:
Watch List™: Automatically notifies users when any changes to watched contacts have occurred in the database. Users are notified when contacts change jobs or companies, when phone conversations have occurred or when any number of other events take place, allowing professionals to quickly take advantage of new business opportunities.
Who Knows Whom™: Who knows whom reveals all internal employees that have a relationship with a particular contact, making it easy to uncover internal relationships that might be critical to facilitate a deal.
Relationship Map™: This feature uses a proprietary algorithm to uncover intermediary relationships between people if no direct relationships can be found. Accordingly, if no internal relationships exist, InterAction can uncover additional connections between contacts that can be leveraged to generate new business.
InterAction® Projects™: This optional module enables professionals to track deals and opportunities as well as a firm's internal experience and expertise, which can then be leveraged for new business development and cross-selling.
Tight Microsoft Outlook® and Lotus Notes® Integration: InterAction 5 integrates seamlessly with Microsoft Outlook and Lotus notes, making it easy and transparent for financial professionals preferring these environments to contribute to and access Relationship Intelligence from the centralized database.
Moreover, once migrated to InterAction 5, Janna customers will have full access to Interface Software's award winning support organization.
According to Randy Littleson, Interface Software's vice president of marketing and product management, the offering provides a cost effective alternative for Janna customers seeking tailored CRM functionality. "Financial services firms need the ability to track and manage complex relationships in order to maximize revenue generation and client retention," said Littleson. "InterAction 5 has emerged as the industry leader in its ability to track and manage a firm's Relationship Intelligence. At a fraction of the cost of a Siebel implementation, our InterAction 5 migration package makes a lot of sense for firms seeking to control costs without sacrificing ROI."
About Interface Software
Interface Software is the leading provider of CRM solutions enabling professional services firms to create the Relationship Intelligence they need to generate new business and enhance client service. Its flagship product, InterAction, is a flexible and uniquely designed platform that delivers this Relationship Intelligence throughout the organization, quickly, efficiently and cost-effectively. Relationship Intelligence is a firm-wide asset that reveals the unique and complex connections between people, companies, relationships, experience and expertise, empowering professionals to leverage who and what they know to uncover new revenue opportunities, differentiate themselves from the competition and enhance client service. InterAction is internet-enabled, allowing professionals to view information however they choose—through knowledge management platforms, corporate portals, intranets, extranets and wireless devices. Interface Software has received numerous accolades, including the Inc 500, the Deloitte & Touche Technology Fast 50 for Greater Chicagoland, the Deloitte & Touche Technology Fast 500 and the Upside Hot 100. For more information please visit Interface Software's website at www.interaction.com.
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InterAction, Watch List, Who Knows Whom and Relationship Map are trademarks of Interface Software, Inc. and may be registered in certain jurisdictions. All other product and company names mentioned are the property of their respective owners and are mentioned for identification purposes only.
Marc Osborn
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