Resource Library
Welcome to the InterAction Resource Library. Here you will find downloadable white papers and data sheets related to the best practices in the CRM industry, as well as case studies that demonstrate real life experiences in organizations using InterAction for its Relationship Intelligence initiatives. Click on any of the links below and register to receive an electronic version of these white papers and case studies.
White Papers
General
- Configuring and Customizing: InterAction 5 Web Client
- CRM as a Successful Business Initiative
- Defining the Relationship Between Knowledge Management and CRM
- InterAction 5 Application Integration
- InterAction 5 Data Change Management
- InterAction 5 Integration with Lotus Notes
- InterAction 5 Integration with Microsoft Outlook
- InterAction 5 Integration with Novell GroupWise
- Relationship Capital Management: Going Beyond Social Networking to Sell in Relationship-Based Organizations
- Relationship Intelligence: A Professional Services Organization's Path to Winning in a Tough Economy
- Understanding the Data Protection Act: Strategies for Professional Services Marketers
Accounting
Financial Services
- Relationship Intelligence: A Financial Services Institution's Path to Winning in a Tough Economy
- Turning Opportunities into Revenue: How Relationship Intelligence can Improve Business Development Results
Legal
- From Stick Fetchers to World Class: Survey & White Paper
- Hildebrandt International: Relationship Intelligence in Competitive Markets
- Matter-Centric Relationships: The Key to Enhancing Client Service and Firm Profitability
Management Consulting
Professional Markets
Case Studies
Accounting
Financial Services
- 3i Group Case Study
- Nicholas Applegate Case Study
- R.W. Baird Case Study
- Sevin Rosen Funds Case Study
Legal
- Ballard Spahr Andrews & Ingersoll, LLP Case Study
- Berwin Leighton Paisner Case Study
- Duane Morris Case Study
- Freehills Case Study
- Greenberg Glusker Case Study
- Grunfeld Desiderio Case Study
- Jeffer Mangels Case Study
- Osborne Clarke Case Study
- Paul Hastings Case Study
- Perkins Coie Case Study
- Venture Law Group Case Study
Management Consulting
Professional Markets
- Center for Strategic & International Studies Case Study
- MWH Energy & Infrastructure
North Carolina Biotechnology Center
Datasheets
General
- CRM Roadmap Service
- Customer Support & Services
- InterAction
- InterAction Consulting Services
- InterAction Contact Verifier
- InterAction Content Subscriptions
- InterAction for Lotus Notes
- InterAction for Microsoft Outlook
- InterAction for Novell GroupWise
- InterAction Partner Program
- InterAction Partner Training and Certification Roadmap
Accounting
Financial Services
- InterAction for Financial Services Firms
- InterAction for Investment Banking
- InterAction for Investment Management
- InterAction for Private Equity
- InterAction for Venture Capital
- InterAction Opportunities
Legal
Management Consulting
Professional Markets
Articles
- WebCPA: Taking Full Advantage of CRM Software
- CRM Buyer: CRM in Law Firms: The Jury's Still Out
- Law.com: Software Promises No Longer a Pipe Dream
- View all articles
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