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Having immediate answers, within
Outlook, to the questions like the ones below, allows
firm professionals to be more effective in building client
relationships.
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Who else knows a contact?
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Who else works at the same client company?
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Did a particular client or prospect attend a recent seminar?
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Who, in my Outlook contacts, was invited to last year’s golf tournament?
With confidence that the underlying
contact information is accurate, the focus can be on
creating successful marketing events and efficiently
utilizing mailing lists. Managing mailing and
marketing events is simplified with the included Mailing
Wizard.
IntelliPad is implemented with
an Outlook custom form and as a Web application. No
software installation is needed for the desktop. The
SQL Server database provides easy integration with existing Portals or other
applications as needed. IntelliPad works with both single and multiple Exchange server installations.
What if you could easily extend and integrate a CRM application to your unique internal requirements? A solution where you could add a project/matter tab to the Outlook Contact form to identify and relate all business activity and extended relationship information with a contact from IntelliPad SQL Server contact database. And, what if that could be done without the CRM product being customized, yet your extensions would fit into the CRM dataflow for new/changed contact information? And, best of all, what if you could complete these extensions in the web development language of your choice - for browser-based access to your own data? The Outlook IntelliTab provides all of these capabilities.
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