- Regular automated email of Watch List content
- Enhanced content compared to web client view
- Include Message Center items and forthcoming Reminders
- Very simple to install and configure, low maintenance
- Flexible formatting options, including specific support for mobile devices including Blackberry
Take a big step towards delivering the real value of CRM and encouraging greater fee-earner adoption by choosing Contact Alerts, our latest product for InterAction. The concept behind Contact Alerts is simple - it delivers the content from each user's InterAction Watch List to them in a regular, automated email that they can access wherever they are. From a fee-earner's perspective, the Watch List is one of the most valuable features of InterAction, because it shows them recent activities involving their contacts from across the whole firm (including items such as business development activities and job title changes they may not otherwise hear about). But until now it's only been accessible through the InterAction web client, so users have had to remember to visit the web client to see this valuable content - and for busy fee-earners that's often been a step too far.
Contact Alerts is a server based product that is extremely simple to implement and manage, requires no new hardware, and will deliver immediate and visible benefits to your professional users. Email is widely used to deliver updates from other contact networks such as LinkedIn, so your users will quickly accept and value it as a standard part of their workflow.
Contact Alerts can deliver not only an enhanced version of Watch List content, but also notification of other items such as new contacts that should be submitted to the firm list.
Contact Alerts is very flexible. A set of standard email formats is provided, but the content and appearance of the emails can be easily customised if required, as can the schedule on which the emails are sent. Professional users or their assistants can manage their settings for themselves via a simple web page, or this can be managed centrally. Users can also get a Contact Alerts email sent to them on demand at any time with just one click. The server based software delivers immediate and visible benefits to end users, with no changes to InterAction required - and you could have it up and running in just a few hours.
Pricing is on a straightforward low annual subscription cost per user, so there is no long term commitment or high initial outlay - and with full support for InterAction proxies, you only need to license your professional users. Contact Alerts works with all versions of InterAction from v5.5SP3 on.
Contact us today to arrange a demonstration or request pricing information.