Versys Corporation

Minimize Change, Maximize Results

Designed for Outlook and SQL Server

Marketing CRM for Law Firms and Other Professional Organizations

Versys Corporation is a Constant Contact Partner

415 693-1700 ext. 32

info@versys.com

 

 
 

  IntelliPad Data Flow
  Detail View
 
IntelliPad data flow detail

The above graphic presents the primary ways that data is handled on a day-to-day basis with the IntelliPad CRM system. Based on policies set by the firm, some data fields are reviewed before updating and some are not. There are optional Data Cleansing Rules that can be set by the firm and enforced by the application.
 
All changes to shared contacts (in specified data fields) update the central database and all other attorneys that share the same contact. The result is a level of consistency and accuracy for contact information that is not available from Outlook alone.
 

Versys Corporation logo


© Copyright 2005-2013 by Versys Corporation