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

 

 
  The Modified Outlook Form
 
Professionals continue to work in Outlook, which increases acceptance and minimizes training

Small changes to the standard Outlook contact form results in significant additional functionality. On the main page, there is a new "Salutation" field, a "ContactLink" button, a "Public Notes" field, and a "Marketing Database" checkbox.  Unless the Marketing Database checkbox is checked by the user, the contact is not shared to the firm-wide database.  An Outlook "Marketing" page shows additional information about this contact.
 
The Outlook ContactLink button opens a browser view of firm-wide shared contacts, the ability to search for contacts by company name or person name and to optionally download selected contacts into Outlook. ContactLink also offers a very efficient way for attorneys and other professionals to see and change which of their contacts participate in marketing events and mailing lists.
 

Contacts are selectively shared to the Microsoft SQL Server database.  The Outlook contact form is slightly modified to track additional information.

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