Our Consulting Services team has unparalleled knowledge of InterAction and firm strategies that surround relationship management. We understand what it takes to achieve CRM success and help clients realize tangible CRM victories.

However, technology implementation is only part of the equation. With deep expertise in the CRM processes that InterAction supports, our consultants can analyze, develop and deliver measurable business solutions that move your firm forward.

We've developed service packages for the most common business challenges and offer custom engagements that align InterAction and your CRM strategies to meet firm-wide business objectives.

Strategic and Organizational Services
More and more of our clients tell us they need help aligning the CRM strategy with the firm's business strategy and facilitating the organization's adoption of CRM. We offer a structured and proven approach to help firms overcome each of these challenges:

• CRM Roadmap Service — Delivers a step-by-step approach to defining a comprehensive CRM strategy that leverages InterAction and a plan to implement it.
• Organizational Change Management Service — Supplies practical suggestions and hands-on guidance implementing changes necessary to ensure the success of CRM strategy and InterAction.

Planning Services
CRM projects are unique and touch so many areas of an organization. Having a solid plan that addresses strategic, technical, functional, and organizational aspects is critical:

• Detailed Project Planning — Provides holistic view of implementing InterAction. It comprises goal setting and project organization, introduces the consulting team and addresses cultural concerns and rollout of InterAction into your firm.
• Implementation Planning — Offers requirements gathering, common technology project planning and installation of InterAction in a test environment.
• Deployment Review — Furnishes concise feedback and actionable recommendations to optimize your firm's use of InterAction.
• Upgrade Planning — Delivers a standard plan—which can include server consolidation—in order to upgrade an existing implementation to a more current version of InterAction.

Quick Start Packages
In today's environment, organizations that implement CRM need to achieve ROI quickly. Our Quick Start Packages are designed for firms that are new to CRM and wish to quickly deploy basic functionality. Quick Start Packages focus primarily on the basic and technical aspects of an implementation for Marketing and Mailing List Management.

Data Services
Getting data into a CRM system and keeping it clean are among the greatest challenges that our clients face. Our Data Quality Services help clients rapidly address this challenge which sets the stage for a successful deployment.

Technology Solutions
Many clients have similar business processes and challenges, like providing a seamless view of CRM and financial data. For these common technical challenges, we have built reusable templates that support rapid, high-quality delivery. Services in this area include integration to the most commonly seen financial and human resource applications as well as custom integrations at the Web and desktop level.