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

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

		Intellipad Outlook integrated CRM system allows for improved management and filtering of customer information through the implementation of a data steward review process.

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