Professional CRM system Intellipad - Outlook integrated CRM with the benefit of an included data review steward process

Clean and consistent contact information is the first priority of any good CRM solution. The IntelliPad Data Steward process insures quality and consistency. The acceptance of both new contacts and contact changes can be automated in various ways, with "human review" available (as shown in sample screen). Automated data cleansing rules can be defined; for example, changing State names to the two letter postal codes.

Firms can decide which Outlook contact data fields to monitor for changes, and which of these fields require a review before updating the central database and other Outlook users who share the contact. To streamline the optional human review, changes are marked in red (as shown below). The human review page includes a variety of helpful tools, for example: Researching the contact name/company name, seeing all addresses for a company, and analyzing the results of accepting a change.

Data steward browser-based view and edit of changes made in Outlook before they go the Microsoft SQL Server database or update the same shared contact for other professionals

		IntelliPad CRM is a customer relationship management system for professional services groups and law firms. Features include sharing, exporting and backing up contacts, mass mailing, and other enhanced tools and functionality for Outlook. IntelliPad Outlook allows for improved management and filtering of customer information through the implementation of automated and human data steward processes.

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