InterAction SAM

Client teams are the engine of growth in a law firm. The Strategic Account Management module in InterAction helps them to work more efficiently. With it, teams can capture, track and streamline tasks and communications across offices and locations, strengthening collaboration and clearly linking activities to goals. 

InterAction Strategic Account Management key features:

• Team Workplace and User Home Page for team/firm collaboration
• .NET architecture provides compatibility with SharePoint
• Revenue goal tracking for effective reporting
• Record objectives critical to success such as market share goals
• Task management and action plans to track progress
• Set and manage goals by revenue targets, relationship and customer satisfaction
• Broadcast to the entire team, wherever they are
• Share client issues and competitor data
• Leverage all the data stored in InterAction