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 InterAction for Smartphone™ - Mobile CRM

"Increasingly, fee earners are relying upon Smartphones to communicate with their clients and contacts"

Need easy access to your InterAction data when out of the office?

With so much client and contact information residing in InterAction, think how valuable it would be if this essential information could be accessed via Smartphone - well it can with the InterAction for SmartphoneTM from Calvis.

InterAction for SmartphoneTM is cost effective, reliable and easy to implement - to date twenty five firms, across Europe, USA, Middle East and South East Asia, have acquired our solution. Here is a sample of our clients who have authorised a news release:

  • Benesch
  • Bowmark Capital
  • Cinven
  • Friday, Eldredge & Clark
  • Hill Dickinson
  • Phoenix Equity Partners
  • Silverfleet Capital
  • Trinogy
  • Walkers
  • Warburg Pincus

The application works on any mobile phone network; it uses the existing infrastructure and security settings to keep your data safe; it takes less than a day to deploy; and it adds as little as a couple of pounds per user/month to company phone bills*.

There is no need for training because it accesses your familiar InterAction screens.

Key Benefits:

  • Complete information anytime & anywhere
  • Better client service & retention
  • Tighter control over mandates
  • Faster business development
  • Higher productivity
  • Quicker InterAction adoption
  • Earlier return on CRM investment
  • Convenient, safe & secure
  • Easy to deploy & use

Features:

  • Search your company's entire contact list
  • Find all the people your colleagues know at the target company
  • View contact details including multiple addresses, phone numbers & emails
  • View activity summary (Watch List like) and drill down to details
  • Add useful contacts to My Contacts list
  • Use one-click dial or one-click email from the returned contact
  • Add activities on the go

InterAction for SmartphoneTM complements BlackBerry PIM synchronisation if you use it and provides an easy to use mobile contact database if you don’t.

While the standard BlackBerry InterAction PIM synchronisation gives access to individual Address Books, which on average hold a couple of hundred of contacts, InterAction for SmartphoneTM gives you access to all your Company contacts held in InterAction, which could run into thousands.

InterAction for SmartphoneTM gives you access to Phone Book style data plus “Contact Intelligence” information including activities, meetings and contacts that are known to your colleagues.

Why now?

Because it increases user adoption almost exponentially and thus repays your CRM investment earlier while growing revenue. Indeed we achieved a 100% growth in the use of InterAction CRM in-house after deploying InterAction for SmartphoneTM to all staff, and this reached 282% growth after InterAction Dashboards were deployed. The use of InterAction, initially a domain of the marketing and business development staff only, was quickly adopted by all members of staff, including partners and senior managers.

 


Requires InterAction v5.1 or later including the web client and a Microsoft Windows web server running ASP (preferably IIS v4 or later).
Supports all BlackBerry handsets with the BlackBerry Browser and Mobile Data Services enabled.

* based on subscription pricing per user per month above 300 users; exchange rates vary.

To discuss your requirements further with our expert team contact us.

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