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Accounting Firm William F. Gurrie & Co. Selects Interface Software's InterAction® for CRM

Relationship Intelligence viewed as key to enhancing client service and development

OAK BROOK (IL) 16 June, 2004: Interface Software announced today that the Chicago-based CPA firm, William F. Gurrie & Co. (Gurrie) has selected InterAction, the market-leading CRM solution for professional services and similar relationship-based organizations, as the cornerstone of the firm's CRM strategy. The firm is deploying InterAction to bolster its business development and referral tracking abilities, ensure high quality and consistent communications amongst client team members and streamline its marketing and client communications programs.

"Ten years ago we sketched out features that we thought would be essential in a CRM solution, but it didn't exist at the time so we thought we'd have to build it ourselves," said Tim Cole, Gurrie's Managing Partner. "Fortunately we discovered InterAction, which was precisely the solution we were looking for."

Gurrie chose InterAction to solve specific challenges resulting from the firm's continued growth. First, as professionals become more mobile, communicating across client teams and keeping team members up to date has grown more difficult. "On occasion we'd have situations in which staff members who were meeting with clients were unaware of conversations that had taken place about the engagement," said Cole. "We needed to fix this before it became a significant problem."

InterAction not only provides a single repository to store client information, but its My Watch List™ function also alerts team members when important activities occur to contacts they are watching. Gurrie uses this function to automatically notify team members when important emails, phone calls and meetings take place with clients. It also helps the client relationship manager know when important events are not occurring. "We're also using InterAction as a monitoring system," explained Cole. "For example, it will alert me if there hasn't been client contact in a period of time, which is something I need to know about."

Gurrie is also employing InterAction to automate its client communications and marketing functions. Lists used for client newsletters, mailings, seminars and other outreach will be centrally managed in InterAction. The firm will also deploy the system for campaign management, referral and lead tracking and analysis. "We try to take a systematic approach to marketing," commented Cole. "Communicating efficiently with our clients is key to delivering good service. If you can't do this, you're going to be left behind."

"Gurrie understands the critical role that CRM technology plays in maintaining a competitive advantage and gaining market share," said Barry Solomon, Interface Software's executive vice president. "Their aggressive strategy illustrates how mid-size and small firms can also benefit from a centralized Relationship Intelligence strategy."

About Interface Software
Interface Software is the leading provider of CRM solutions enabling professional services firms and similar relationship-based organizations 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 William F. Gurrie
Established in 1934, William F. Gurrie & Co., Ltd., is a team of approximately 40 accounting and business advisors in the Chicagoland area and Washington, DC. The firm specializes in delivering comprehensive management solutions and practical financial advice. Gurrie got its start as a "friend" of Chicago area schools during the Great Depression. The firm now serves a large number of Chicago area governments and schools, select area businesses, and the Federal government. Gurrie is found on the Web at http://www.gurrie.com.

 
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InterAction, InterAction Opportunities, InterAction Matters, InterAction Engagements, 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.