John Sroka, chief technology officer of Duane Morris, a $200 million Philadelphia law firm, was in a fix. He needed a CRM package to help his marketing team execute on a new business strategy. "We needed a solution quickly, and we were going through a major technology overhaul, so we wanted to implement CRM as part of that upgrade," Sroka explains. Chief marketing officer Ed Schecter's goal was to leverage the knowledge and clients of the firm's 75 lawyers to sell new services to clients.

Sroka chose Interface Software Inc.'s InterAction more for the vendor than the product's features, which are fairly common across the CRM-law niche. He chose Interface "because of their expertise in the area; the depth of the organization, and the size of their existing client-base," he says.

Interface plans to release the next iteration of InterAction in September. The new release is designed to give users more control over the data that they share with co-workers. Instead of having the system automatically pull data together, users will be able to keep some data private. In addition, a new user interface will let users view all of the software features on one dashboard.