Improve Workflow and Alleviate End-User Adoption Challenges

InterAction® for Office 365® is an advanced, high-performing application that embeds CRM data into user workflows across Microsoft® Outlook, Excel, and Word.

Available for both desktop and subscription versions of Office, this application harnesses the power of a firm’s client relationship data, delivering it at the right time so professionals can update, access, and consume client relationship data within their natural workflow at their desk or on the go.

Leveraging a LexisNexis® patented technology, this application is delivered through a hybrid cloud model that enables a cloud-based application to securely access data (without storing it at rest) regardless of where it resides – on-premises behind a firewall, in a private cloud, or in a public cloud environment. This hybrid model combines the best aspects of SaaS with the control and choice clients demand. New innovation can be delivered seamlessly while enabling firms to manage and store the data where they prefer.

INCREASE USER ADOPTION

Embedded data puts the information where it is needed most — in Microsoft® Outlook, Excel and Word

SIMPLIFIED WORKFLOW

Surface contact details, perform CRM tasks, and hyperlink to VoIP, emails, and company information without leaving the application

DATA WHERE YOU NEED IT

Maximise the value and use of data by placing it in the hands of professionals when they need it most — on desktops and mobile devices

HYBRID CLOUD DELIVERY MODEL

Control sensitive data and relationships while benefiting from seamless application updates

Learn How to Maximise the Value of Your CRM Data

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Contact Us Now to Request A Demo or Speak to Your InterAction Account Manager