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Five Useful Things You Can DoIn Outlook With InterAction,[object Object],Technology Demo,[object Object]
What Is InterAction,[object Object],InterAction is the firm’s primary tool for client relationship management (CRM). It helps the firm gather what we know about our clients and prospective clients, and allows us to transform who and what we know into client development opportunities,[object Object],Allows everyone (Accounting, HR, Marketing, etc.) to benefit from the firm’s collective intelligence,[object Object],Integrated with Outlook for easy access,[object Object]
# 1 - Finding A Contact,[object Object]
1.  From Outlook, type the contact ’s name in the Search InterAction text box, and press Enter.,[object Object],You can also search by telephone number and email address. ,[object Object]
2.  If the contact exists in InterAction, the contact details will appear.,[object Object]
3.  If the contact does not exist in InterAction, you will see a message.,[object Object],No matching results?  Try  searching again using different criteria.,[object Object]
# 2 - Finding A Client,[object Object]
1.  From Outlook, type the client’s name in the Search InterAction text box, and press Enter.  ,[object Object]
2.  You can also select the Advanced button to narrow your search.  In this example, we will search for one of our Top Billed Clients in Raleigh.,[object Object]
3.  Enter or select the criteria, and click Search.,[object Object]
4.  When the search results are returned, select the client.  Then, click View.,[object Object]
5.  The client details should now be visible.,[object Object]
6.  Select the Profiles tab to see more detailed information such as the CRA, Working Attorneys, Billing Profile, and more.,[object Object]
# 3 - Finding Out Who Knows Who,[object Object]
1.  After you perform a search for a contact or client in InterAction, select the Related Contacts tab to view the relationship with others in the firm.,[object Object]
2.  As you can see, this contact has a connection to one of our Clients and also has a Strong Relationship with Tina Jackson.,[object Object]
# 4 – Adding A Contact To InterAction,[object Object]
1.  From Outlook, select the New InterAction Contact button.,[object Object],You should always check to make sure the contact doesn’t already exist in InterAction before adding it.,[object Object]
2.  All items in red must be completed.  Enter the Contact Information, and click Next.,[object Object]
3.  Select any matching contacts in InterAction.  If there are none, click Next.,[object Object]
4.  Fill in the remaining contact details.   Check any items that you want to remain Private.,[object Object]
5.  You can also choose how you want to handle any updates.   Click Next to continue.,[object Object]
6.  Enter any relationship details or notes.,[object Object]
7.  You can also add the contact to any marketing lists.  Click Finish.,[object Object]
8.  The contact will be added simultaneously to Outlook and InterAction.,[object Object]
# 5 – Finding Recent News About A Contact,[object Object]
1.  After you perform a search for the contact in InterAction, click the Profiles tab to view more detailed information.,[object Object]
2.  Click the Recent News link or Recent News (Company)  link to retrieve news from LexisNexis News & Business.,[object Object]
Best Practices,[object Object],When you return from a meeting or business venture with a new business card, make sure you hand that card to your secretary so that she can add it to InterAction.,[object Object],The database is only as good as you make it.  When you receive an update for one of your business contacts, make sure you update the same contact information in InterAction.  This will help to reduce the amount of “dirty data” in the database.,[object Object]
Getting Help in InterAction,[object Object],You can find help in InterAction by searching the Alpha Index on Womblenet for Quick References – Training.  You can also look under Departments > InterAction Education.,[object Object],If you need additional assistance with any of these features,  please contact the Help Desk or your trainer.,[object Object]

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Notas del editor

  1. Short Introduction to InterAction
  2. Don’t forget to mention that currently, (as of 09/10) there are over 150,000 people contacts and 200,000 company contacts which include all of the firm’s clients and prospects.
  3. Point out the name and address and linked in information
  4. Based on who created the contact. You can also create a relationship with a contact after it’s created
  5. Discuss Outlook Contacts (user contacts) and My Contacts
  6. Test. Will the none option automatically uncheck if there is a match?