Turning Relationships into Real Results

InterAction helps your firm turn dispersed or poorly maintained contact data into an indispensable resource for generating new business.

With InterAction as your CRM solution, you'll have a centralised database of current contact information that everyone can access. The solution's Who Knows Whom™ and IQ functionality shows who knows a contact and the nature of the relationship, and provides a score based on recent engagements. With these insights to hand, you can focus on the people and opportunities that offer the best chance of success.

CRM software for accounting firms

InterAction provides an in-depth, real time view of your firm's opportunity pipeline so that you can identify the right prospects sooner and move them to closure faster.

Leveraging Microsoft Power BI data analysis and dashboarding allows you to make business development more proactive, efficient and consistent. These refinements to pipeline management help your client-facing teams engage with prospects in a more focused way — and give you greater insight into which pieces of business are worth pitching for.

Benefits of Embedded Data
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NO CHANGE TO HOW YOU WORK

Data is embedded into user workflows across Microsoft® Outlook, Excel and Word so that professionals can consume CRM information without changing their working practices.

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DATA WHERE IT'S NEEDED

Professionals can access and update CRM data from their mobile devices — so they're always connected, informed and productive, no matter where they are.

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IMPROVED DATA QUALITY

Automated mining of incoming email signature blocks keeps contact data clean, current and complete in return for little effort.

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SIMPLIFIED DATA GOVERNANCE

Data quality tools and change management rules help maintain contact data accuracy and integrity supporting your compliance with the EU GDPR.

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Learn how to Turn Relationships into Real Results

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