LexisNexis

InterAction Getting Started with InterAction (private course)

This Web-based course provides an overview of the InterAction functionality and architecture. It includes critical success factors to ensure your organization maximizes the benefits of InterAction. This course is targeted to project managers and business sponsors.

Note: This course is also allowed as a public course.

Audience

Prerequisites
None

Duration
Three hours

Fees
This course is offered as a private course, for which the fee is $1,200 (USD) for up to 12 attendees from your organization. E-mail training@interaction.com to schedule a private course.

Cancellation Policy
You may reschedule or cancel without penalty up to 10 business days prior to the course. If cancellation or rescheduling occurs within 10 business days of the first day of class, payment will be processed for the full price of the course. You may re-schedule for a future course subject to availability.

Course Objectives

Course Outline

  • Welcome and Introductions
  • InterAction Fundamental Concepts
    • The InterAction Solution
    • Relationship Intelligence
    • Managing Contacts
    • User Contacts and Firm Contacts
  • InterAction Tour
    • InterAction Web Client
    • InterAction Windows Client
    • InterAction Desktop Integration
    • InterAction Administrator
  • InterAction Architecture Overview
    • InterAction Components
    • How the InterAction Components Work Together
  • Business Scenario
    • Creating contacts in the Windows client
    • Locating new contacts in Windows and Web client
    • Creating a log in account for a new user in the InterAction Administrator
    • Creating a personal contact in Web Client
    • Contributing a contact to the Firm List
    • Accessing Relationship Intelligence for a contact
    • Editing and managing contact information
    • Accessing contact information via Desktop Integration
  • Critical Success Factors
    • Lessons Learned
    • Importance of Data Quality
    • Data Quality Tips
  • Resources Going Forward
    • InterAction Support Center Web Site
    • InterAction Product Documentation
    • InterAction Implementation Checklist
    • InterAction Technical Support
    • InterAction Help available in InterAction Windows Client, Web Client, and Administrator software
    • InterAction Training Classes
    • InterAction Professional Services