In an industry built on relationships, a firm’s ability to successfully retain and win new business is dependent on the careful management of its reputation. Learn how to incorporate our CRM tool into the business development and marketing processes that already work for your firm.
Your client data is the foundation of your firm.
Without the right strategy for managing the validity and accuracy of your data, you risk erosion of internal trust in the data. Or, even worse, you risk damaging the client’s experience, and with it, your firm’s reputation.
Fuel your firm’s growth by rethinking your business development strategy with InterAction. Through step-by-step guides available directly within InterAction, our education team will help support your team as they identify objectives, plan initiatives, and manage opportunities.