Accounting Firm William F. Gurrie & Co. Selects Interface Software's InterAction for CRM.OAK BROOK, Ill. -- Relationship Intelligence viewed as key to enhancing client service and development Interface Software announced today that the Chicago-based CPA (Computer Press Association, Landing, NJ) An earlier membership organization founded in 1983 that promoted excellence in computer journalism. Its annual awards honored outstanding examples in print, broadcast and electronic media. The CPA disbanded in 2000. firm, William F. Gurrie & Co. (Gurrie) has selected InterAction(R), the market-leading CRM (Customer Relationship Management) An integrated information system that is used to plan, schedule and control the presales and postsales activities in an organization. solution for professional services (job) professional services - A department of a supplier providing consultancy and programming manpower for the supplier's products. and similar relationship-based organizations, as the cornerstone cornerstone Ceremonial building block, dated or otherwise inscribed, usually placed in an outer wall of a building to commemorate its dedication. Often the stone is hollowed out to contain newspapers, photographs, or other documents reflecting current customs, with a view to of the firm's CRM strategy. The firm is deploying InterAction to bolster This article is about the pillow called a bolster. For other meanings of the word "bolster", see bolster (disambiguation). A bolster (etymology: Middle English, derived from Old English, and before that the Germanic word bulgstraz its business development and referral tracking abilities, ensure high quality and consistent communications amongst client team members and streamline its marketing and client communications programs Software that manages the transmission of data between computers, typically via modem and the serial port. Such programs were very popular for connecting to BBSs before the Internet took off. . "Ten years ago we sketched out features that we thought would be essential in a CRM solution, but it didn't exist at the time so we thought we'd have to build it ourselves," said Tim Cole, Gurrie's Managing Partner. "Fortunately we discovered InterAction, which was precisely the solution we were looking for Looking for In the context of general equities, this describing a buy interest in which a dealer is asked to offer stock, often involving a capital commitment. Antithesis of in touch with. ." Gurrie chose InterAction to solve specific challenges resulting from the firm's continued growth. First, as professionals become more mobile, communicating across client teams and keeping team members up to date has grown more difficult. "On occasion we'd have situations in which staff members who were meeting with clients were unaware of conversations that had taken place about the engagement," said Cole. "We needed to fix this before it became a significant problem." InterAction not only provides a single repository to store client information, but its My Watch List(TM) function also alerts team members when important activities occur to contacts they are watching. Gurrie uses this function to automatically notify team members when important emails, phone calls and meetings take place with clients. It also helps the client relationship manager know when important events are not occurring. "We're also using InterAction as a monitoring system," explained Cole. "For example, it will alert me if there hasn't been client contact in a period of time, which is something I need to know about." Gurrie is also employing InterAction to automate To turn a set of manual steps into an operation that goes by itself. See automation. its client communications and marketing functions. Lists used for client newsletters, mailings, seminars and other outreach Outreach is an effort by an organization or group to connect its ideas or practices to the efforts of other organizations, groups, specific audiences or the general public. will be centrally managed in InterAction. The firm will also deploy the system for campaign management, referral and lead tracking and analysis. "We try to take a systematic approach to marketing," commented Cole. "Communicating efficiently with our clients is key to delivering good service. If you can't do this, you're going to be left behind." "Gurrie understands the critical role that CRM technology plays in maintaining a competitive advantage and gaining market share," said Barry Solomon, Interface Software's executive vice president. "Their aggressive strategy illustrates how mid-size and small firms can also benefit from a centralized cen·tral·ize v. cen·tral·ized, cen·tral·iz·ing, cen·tral·iz·es v.tr. 1. To draw into or toward a center; consolidate. 2. Relationship Intelligence strategy." About Interface Software Interface Software is the leading provider of CRM solutions enabling professional services firms and similar relationship-based organizations to create the Relationship Intelligence they need to generate new business and enhance client service. Its flagship product A primary product of a company, which is typically why the company was founded and/or what made it well known. For example, MS-DOS, Windows and the Microsoft Office suite have been flagship products of Microsoft. CorelDRAW is a flagship product of Corel Corporation. , InterAction, is a flexible and uniquely designed platform that delivers this Relationship Intelligence throughout the organization, quickly, efficiently and cost-effectively. Relationship Intelligence is a firm-wide asset that reveals the unique and complex connections between people, companies, relationships, experience and expertise, empowering professionals to leverage who and what they know to uncover new revenue opportunities, differentiate themselves from the competition and enhance client service. InterAction is internet-enabled, allowing professionals to view information however they choose--through knowledge management platforms, corporate portals An internal Web site (intranet) that provides proprietary, enterprise-wide information to company employees as well as access to selected public Web sites and vertical-market Web sites (suppliers, vendors, etc.). , intranets, extranets and wireless devices. Interface Software has received numerous accolades, including the Inc 500, the Deloitte & Touche Technology Fast 50 for Greater Chicagoland, the Deloitte & Touche Technology Fast 500 and the Upside Upside The potential dollar amount by which the market or a stock could rise. Notes: This is basically an educated guess on how high a stock could go in the near future. See also: Bull, Downside Hot 100. For more information please visit Interface Software's website at www.interfacesoftware.com. About William F. Gurrie Established in 1934, William F. Gurrie & Co., Ltd., is a team of approximately 40 accounting and business advisors in the Chicagoland area and Washington, DC. The firm specializes in delivering comprehensive management solutions and practical financial advice. Gurrie got its start as a "friend" of Chicago area schools during the Great Depression. The firm now serves a large number of Chicago area governments and schools, select area businesses, and the Federal government. Gurrie is found on the Web at http://www.gurrie.com. InterAction, InterAction Opportunities, InterAction Matters, InterAction Engagements, Watch List, Who Knows Whom and Relationship Map are trademarks of Interface Software, Inc. and may be registered in certain jurisdictions. All other product and company names mentioned are the property of their respective owners and are mentioned for identification purposes only. |
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