InterAction® Strategic Account Management

Strengthen your client teams’ relationships with clients while enhancing productivity and streamlining communications.

Improve marketing team collaboration, efficiency and effectiveness. View recent activity, open opportunities and strategic initiatives simultaneously from the client team workplace. Track progress and manage action plans by team members against delegated tasks.

  • Gain an integrated 360° view of your clients
  • Post and view plans, reports, contact lists and other data
  • Record and share objectives
  • Assign tasks to team members
  • Leverage existing InterAction relationship intelligence
  • Keep your teams on top of client challenges

  • Gain an integrated 360° view of your clients
    Gain greater insight into the challenges facing your customers to strengthen your relationship with them and increase opportunities to sell additional services.
  • Improve communication by posting and viewing plans, reports and contact lists
    Strengthen strategic relationships, earn more business and improve communication with your firm. Reap the benefits of an enterprise solution designed specifically to support your client teams.
  • Promote client satisfaction with shared objectives
    Focus on client satisfaction, market share and more. Develop a plan to strengthen relationships.
  • Manage assigned tasks effectively
    Track progress at the tactical level based on firm standards. Receive task notifications and report on the outcomes.
  • Leverage existing InterAction relationship intelligence
    Optimize your strategic initiatives with a clear, unified view of activities, appointments, matters, opportunities, engagements and more.
  • Keep your teams on top of client challenges
    Foster collaborative solutions with improved communication.
  • Get an integrated 360° view of your clients
    Gain greater insight into the challenges facing your customers to strengthen your relationship with them and increase opportunities to sell additional services.
  • Post and view plans, reports, contact lists and other data
    Strengthen strategic relationships, earn more business and improve communication with your firm. Reap the benefits of an enterprise solution designed specifically to support your client teams.
  • Record and share objectives
    Focus on client satisfaction, market share and more. Develop a plan to strengthen relationships.
  • Assign tasks to team members
    Track progress at the tactical level based on firm standards. Receive task notifications and report on the outcomes.
  • Leverage existing InterAction relationship intelligence
    Optimize your strategic initiatives with a clear, unified view of activities, appointments, matters, opportunities, engagements and more.
  • Keep your teams on top of client challenges
    Foster collaborative solutions with improved communication.

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1.888.AT.LEXIS

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