Versys Corporation

Minimize Change, Maximize Results

Designed for Outlook and SQL Server

Marketing CRM for Law Firms and Other Professional Groups

415 693-1700 ext. 32

info@versys.com

 

 
  Keeping Contact Data Clean and Consistent
 
Be confident in the accuracy of shared contact information with IntelliPad data steward features

Clean and consistent contact information is the first priority of any good CRM solution. The powerful IntelliPad Data Steward process insures quality and consistency. In addition to automated data cleansing rules that can be designed by the firm, human reviews can be accomplished when needed.
 
Professional service organizations can decide which data fields require review before updating the central database and Outlook users with the same contact. For speed and accuracy in the optional human review step, changes are marked in blue and omissions in red (as shown in the example below).
 

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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