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
 

 
Product Views   The Modified Outlook Form

IntelliPad Summary

The Professional's View

Modified Outlook Form

Contact-Specific Marketing Information

ContactLink - Search and Download

ContactLink - Update Events and Mailing Lists

Change Approval - by Primary Professional

The Marketing View

Keeping Contact Data Clean and Consistent

Contact Information

Contact Company Information

Events and Mailing Lists

Linking Architecture

User-defined Views and Reports

Mailing Wizard - Summary

Mailing Wizard - Recipient Selection

Integration with Mail Communicator

Email Tracking

More Product Information

Company Information

Comments and Observations

Data Flow - Summary

Data Flow - Details

IntelliPad NewsLetters

Outlook IntelliTab

 

January 2009 Release (PDF)

  
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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 IntelliPad CRM is a client relationship management system for professional services groups, law firms, and other professional organizations to integrate Microsoft Outlook contact information into a shared SQL Server database. Features include sharing, exporting and backing up contacts, mass mailing, and other enhanced tools and functionality for Outlook.
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