Centralize Contact Administration

Businesswoman talking on phoneYour practice management application will be home base.

By Roman H. Kepczyk
Quantum of Paperless

Many firms today maintain contact information within multiple applications such as practice management, Outlook, tax systems, and other marketing and CRM (customer relationship management) programs.

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Too often, a significant amount of time is wasted in firms pulling contact information together, reconciling and verifying lists for mailings, invitations, and even organizers. It is critical that firms centralize the updating of contact information for consistency.