InterAction Train-the-Trainer (03/31/2014-04/02/2014)

Seats Available: 7

  • Class: InterAction Train-the-Trainer (03/31/2014-04/02/2014)
  • Date: 03/31/2014-04/02/2014
  • Time: 1:00pm EST- 4:00pm EST
  • Class Type: Virtual Training
  • Registration End: 03/27/2014
  • Rating:Rating


One of the biggest challenges to implementing or redeploying any software program is getting your users trained. Time, content, technology, and user willingness are often your biggest obstacles toward a successful rollout. The Train the Trainer session will give you the knowledge, tools and support needed to train your staff on all the essential functions of the InterAction product. From the integration with Microsoft Outlook, using the web client, and desktop integration, to helping you create your training plan using field tested best practices, this session will provide you with invaluable resources and lessons to educate your end users. The class also focuses on already developed resources in the InterAction Education Toolkit such as hand-outs, PowerPoint presentations, and business procedures to help you develop a customized InterAction education program that specifically meets the needs of your firm. This live, instructor led session also encourages a cross-firm dialogue regarding tips and tricks and other best practices that trainers in your industry have used to train their users efficiently and effectively.
 After Class Training Resources: As part of your training purchase, participants will receive follow up communications from our trainers. These periodic emails will provide valuable and new best practice tips to keep InterAction skills sharp and efficient.
Course Objectives
• Understand the InterAction fundamental concepts
• Complete InterAction end-user tasks using IMO
• Complete end-user tasks in the Web Client
• Learn tips and tricks for teaching end-users
• Understand the framework of developing end-user InterAction courses
Course Outline
 InterAction Overview
              Fundamental Concepts
              Communicating InterAction Fundamentals
Creating Your Training Plan
               Organizational Goals for InterAction 
               Best Practices for Training Development 
               Course Design
               Scenario Mapping
InterAction for Microsoft Outlook (IMO) 
               Overview of InterAction for Microsoft Outlook (IMO) 
               Preparing for a Client Visit
               Following up after a Meeting 
               On-going Contact Management
               Prioritizing Topics for Training
               Tips for Training
InterAction Web Client 
               Overview of the InterAction Web Client 
               Preparing for a Client Visit 
               Following Up After a Meeting 
               On-going Contact Management 
               Working Lists
               Prioritizing Topics for Training
Prerequisites: None
Audience: Trainers who will be educating end users on the InterAction Web Client and Desktop Integration Tools. Help desk personnel who will be supporting end users who use the Web Client and Desktop Integration Tools. InterAction implementation leaders who want to learn about the InterAction Web Client and Desktop Integration Tools 

State Accreditation


  • Rating  Extremely valuable in preparing training curriculum tailored to our specific needs and priorities.
  • Rating  Great course. Well taught.~~~~Who knew contact data could be this much fun?!
  • Rating  Trainer was outstanding and her knowledge of the product was very indept.
  • Rating  Class exceeded our expectations and managed to cover just about every topic (and challenge) we could think of.
  • Rating  Outstanding class. Thanks!
  • Rating  raining aids were excellent and so was the presentation.
Price: $1400.00

Class Information

    This two-day virtual course is a comprehensive, hands-on overview focused on preparing trainers to educate attorneys and administrative assistants to use the InterAction Web Client and InterAction for Microsoft Outlook (IMO) tools correctly and efficiently.

Onsite Training