InterAction Opportunities

The ability to accurately predict future revenues and manage prospective engagements and deals as they flow through the development pipeline is becoming increasingly important in a competitive landscape. InterAction Opportunities is an optional module that is designed for accounting, management consulting, legal and financial services firms that need an effective method for managing prospective business transactions.

• Empowers you to manage new opportunities and deals through firm-defined sales stages to closure with a complete and comprehensive view of your clients and prospects
• Profile investment opportunities, track investment referrals, rate investments and track progress and activities with investment analysts
• Combine intelligence on opportunities with other InterAction information on people, companies and relationships providing a comprehensive perspective on potential engagement and deal revenues
• Reduces misallocation of resources and provides the firm with the ability to make appropriate and timely business decisions.

By combining intelligence on opportunities with other InterAction information on people, companies and relationships, InterAction Opportunities not only provides management with a comprehensive perspective on potential engagement and deal revenues, it also gives them the ability to determine the people and companies who are playing key roles in a firm’s profitability, and those that are not contributing to the bottom line.