Since relationship details are so important to your practice, don’t leave that information behind when you step out of the office … especially for a meeting with clients and prospects. Stay productive, connected and informed wherever you are with an InterAction® Mobility® solution.
For on-the-go users, an InterAction Mobility approach is a very liberating capability. From any location, you’ve got access to all the relationship details you depend upon every day, and newfound abilities to capture Contact details, Notes and Activity information in real time while it’s all top of mind.
If you’ve got a few extra minutes before a meeting, do a quick review of pertinent information and relationships before it starts. If your meeting ends early, take advantage of being in a different location and identify other key contacts in the area for an impromptu session, even if they aren’t in Microsoft® Outlook®. Rework your schedule, appointments and logistics as needed to stay productive while traveling and away from support staff.
Mobility solutions work with popular web-based phones and devices, including Apple iPhone®, iPad®, Blackberry®, Android™ and Windows® equipment. There are no added security or data synchronization issues since relationship details are maintained on the InterAction platform, not your mobile device.