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Accounting and Consulting Firm, Singer Lewak Greenbaum & Goldstein, Selects Interface Software's InterAction® 5

Unique features and robust Outlook integration key to decision

OAK BROOK (IL), 31 March, 2003: Interface Software announced today that the Los Angeles based accounting and consulting firm, Singer Lewak Greenbaum & Goldstein (SLGG), has selected InterAction 5, the leading client relationship management (CRM) solution for professional services and other relationship-based organizations, to provide a centralized repository of Relationship Intelligence to the firm's 160+ professionals and support staff.

Established in 1959, SLGG is among the top 100 largest accounting firms in the US. It provides a broad range of accounting and business consulting services including profit enhancement, financial planning, IPOs, and cash and operations management.

Previously, SLGG managed contact and relationship data in a scattered array of contact managers, spreadsheets and marketing databases. As the firm expanded, the necessity for a centralized system to track and manage information about people, companies, relationships, experience and expertise became self evident. "We had several hundred databases that lacked coordination," said Harvey Goldstein, SLGG's CEO and managing partner. "We couldn't rely on them for marketing or cross-selling initiatives."

SLGG undertook an extensive search of CRM solutions, ultimately determining that InterAction 5 was best suited to the firm's long-term strategic goals. Among the features that were central in the firm's decision was InterAction 5's seamless bi-directional integration with Microsoft Outlook®. "Our professionals use Outlook extensively," explained Goldstein. "So the ability to access the Relationship Intelligence knowledge base directly from Outlook was critical."

In today's challenging economy, accounting and consulting firms increasingly are turning to tailored Relationship Intelligence solutions like InterAction 5 to enhance their ability to find new clients, cross-sell more effectively, and retain existing clients. SLGG cited InterAction 5's My Watch List™ feature as an example of the strategic benefits these systems deliver. My Watch List immediately notifies users when information changes in the database relating to contacts the user is monitoring. "We want to know if our contacts are being managed effectively," said Goldstein. "For instance, who's following up with prospects and who's not? Who needs to be visited and contacted more frequently? If there's a client who hasn't been contacted for a long time — we need to get a partner on it right away. My Watch List is critical for alerting us to these situations. The system will provide us with a tremendous competitive advantage."

"Accounting and consulting firms like SLGG understand the value that Relationship Intelligence adds to the bottom line," commented Barry Solomon, Interface Software's executive vice president. "InterAction 5 will provide tremendous value as the firm continues to expand and grow its service lines."

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.

About Singer Lewak Greenbaum & Goldstein
For over 40 years, SLGG has helped businesses and individuals grow through profit enhancement, financial planning, IPOs, and cash and operations management. For more information, contact Harvey A. Goldstein, Managing Partner, Singer Lewak Greenbaum & Goldstein LLP, 10960 Wilshire Blvd., Suite 1100, Los Angeles, CA 90024. Telephone:(310) 477-3924 Fax:(310) 478-6070 Website: www.slgg.com.

 
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InterAction is a registered trademark of Interface Software, Inc. All other product names mentioned are trademarks or registered trademarks of their respective owners.