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.
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
AfterClass Training Resources:
Your registration includes valuable access to our InterAction Eductation team.
· Follow up communications with tips-n-tricks and the InterAction Training Quarterly Newsletter
· 2 hours of web-based, private Buy A Trainer in your InterAction environment Valued at $1000 for no additional charge!
· 10% discount on additional Buy A Trainer sessions
*AfterClass resources are available only to registered class participant. Buy A Trainer must be completed within 12 months of original class date.
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
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