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InterAction Getting Started with InterAction
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 private course.
Audience
- InterAction implementation leaders and team members who want a high-level overview of using the InterAction Web Client, Windows Client, Application Administrator, and desktop integration tools.
Prerequisites
None
Duration
Three hours
Fees
$350 per person
Course Objectives
- Understand the InterAction fundamental concepts
- Understand how the different InterAction clients are used
- Understand InterAction components and how they work together
- Understand Critical Success Factors with the deployment of InterAction
- Be knowledgeable of available resources
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
- Interface Software Support Center Web Site
- InterAction Product Documentation
- InterAction Implementation Checklist
- Interface Software Technical Support
- InterAction Help available in InterAction Windows Client, Web Client, and Administrator software
- InterAction Training Classes
- InterAction Professional Services
| Date(s) | Days | Time | Location | Version | Fee | Open Seats |
Register |
|---|---|---|---|---|---|---|---|
| Dec 6, 2008 | 1 | 10:00 a.m. to 1:00 p.m. CDT | Web-Based | 5.6 | $350 | 15 |
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