Versys Corporation

Minimize Change, Maximize Results

Designed for Outlook and SQL Server

Marketing CRM for Law Firms and Professional Groups

415 693-1700 ext. 32

info@versys.com

 

 
  Data Steward Review
 
Be confident in the accuracy of shared contact information

Quality and consistency of central contact information is assured with a human review step. Firm options allow which contact data fields are shared and which require review before updating the central database (and the Outlook contact information for the same contact for other professionals). To speed up the process, color coding provides quick visual identification of changes, in blue, and omissions, in red.
 
After a professional adds a contact to their folder, the data steward is automatically shown a list of contacts with similar names during the review process. The data steward can then link the incoming information to an existing contact, avoiding the creation of a duplicate central contact record.
 

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

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