InterAction Train-the-Trainer (05/14/2014-05/16/2014)

Seats Available: 6

  • Class: InterAction Train-the-Trainer (05/14/2014-05/16/2014)
  • Date: 05/14/2014-05/16/2014
  • Time: 9:00am EST- 12:00pm EST
  • Class Type: Virtual Training
  • Registration End: 05/09/2014
  • Rating:Rating


InterAction -  Frequently Asked Questions

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.

AfterClass 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 end-user tasks in the Web Client
• Complete InterAction end-user tasks using desktop integration
• Understand tips for teaching end-users
• Understand the framework of developing end-user InterAction courses

Course Outline

·         InterAction Overview 
       Fundamental Concepts Review
                Organizational Goals for InterAction 
                Training Practices - Yours and Ours
                Prioritizing Topics for Training 

·         InterAction for Microsoft Outlook (IMO) 
                Overview of InterAction for Microsoft Outlook (IMO) 
                Preparing for a Client Visit
                Using the IMO Pane 
                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 

·         Microsoft Word Integration 
Overview of Microsoft Word Integration 
                Mail Merges with MS Word
                Prioritizing Topics for Training 

·         Creating Your Training Plan
InterAction Training Best Practices 
                InterAction Support Center 
                Create the Training Outline


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 










  • 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 three-day virtual course prepares trainers to educate attorneys and administrative assistants about InterAction.

Onsite Training