Ready access to customer intelligence and insight without leaving your email, calendar and contacts

InterAction for Microsoft Outlook makes it even easier to maximise the value of your firm's relationships.

The dynamic integration between InterAction and Microsoft Outlook offers everything that a busy, relationship-focused professional needs to work with clients, prospect for new customers, and support the business development efforts that keep the firm growing.

More visibility and control over all your important relationship touch points

InterAction for Microsoft Outlook makes it even easier to maximise the value of your firm's relationships.

The dynamic integration between InterAction and Microsoft Outlook offers everything that a busy, relationship-focused professional needs to work with clients, prospect for new customers, and support the business development efforts that keep the firm growing.

Leverage relationship intelligence to win new business

With powerful "who knows whom" capabilities and connection information, InterAction reveals relationships already underway in your firm involving clients of interest to you. InterAction can even uncover intermediary connections, perhaps a firm contact who used to work with your prospect, or someone who sits on the same charitable board with that individual. By revealing these kinds of strategic relationships, InterAction removes one of the more frustrating barriers that professionals face in leveraging internal networks to win new business.

Users stay 'in-the-know' with easy feature access and automatic updates

  • Receive Alerts when information changes for key contacts
  • Search for firm-wide contacts without leaving your inbox
  • Run a contact briefing report to prepare for a meeting
  • View data for people in an email: contact details; mutual connections; upcoming meetings; firm interactions; recent changes to their information; and associated personal and firm notes
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