Improve Workflow and Alleviate End-User Adoption Challenges
Available for both desktop and subscription versions of Microsoft® Office, this application harnesses the power of your firm’s client relationship data, delivering it at the right time so professionals can update, access, and consume client relationship data within their natural workflow at their desk or on the go.
- Professionals derive value from the data within their natural workflow at their desk or on the go, improving workflow and eliminating unnecessary efforts
- Marketing and business development professionals get better data, improving the success of their growth efforts
- The IT team gains a simplified experience for maintaining an application









Increase User Adoption


SIMPLIFIED WORKFLOW


DATA WHERE YOU NEED IT


HYBRID CLOUD DELIVERY MODEL
We Listened. Your Feedback Helped Us Develop InterAction for Office 365!
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User Interface Pane | Greatly simplifies how to log emails and add contacts and activities with a redesigned pane that shows high-level contact data and key information across three tabs: Activities, Relationships, and Lists. |
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Contacts | One click to identify if an email sender (plus anyone in CC) is an InterAction contact, and display relevant contact information.
Two clicks to add any contact not in CRM to your InterAction database. |
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Alerts | Alerts shown under a single Activities tab include employment change and job title change. |
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Activities | Past and future activities are displayed in a single, easy-to-read pane with a blue dot indicating future activities and appointments.
Past activities displayed include attended events, RSVPs, phone calls, and meetings. Log an email as an activity with just one touch. |
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Relationships | Reveals co-workers who know a selected contact as a way to facilitate an introduction from a colleague. |
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Lists | Displays both marketing (with and without sponsorship) or working lists in just one click. You can sponsor, un-sponsor, and remove a contact from a list. |
Contact Us Now to Request A Demo or Speak to Your InterAction Account Manager