Software Needed?

E

Excl

Member
Joined
Sep 9, 2009
Messages
10
Reaction score
0
Hi guys, Im hoping someone can help me. Im looking for software or someone who can design software for my company. Almost like a database where clients who call in and we put their name or number into the computer and it recognizes that client and pulls all their info onto the screen like when they last bought from us their adress etc etc. Can anyone help with this?
 
Simple MS Access database will do the trick, try the Contact Management db from the online template, modify where necessary.
 
Last edited:
Currently using VtigerCRM(opensource) which does exactly what you want and a lot more - for an entry level CRM, it rocks! Been using it for a while and its helped my company keep track of customers and what's occured with their accounts.
 
Took a look at crm's but not what I had in mind.Let me give a more detailed explination:

what I need is a system where a client calls and we make appointment with client putting in all their information being adress,tel number,date they coming to see us, from what time to what time, their consultant, email etc. Then I want a proceed button or go button and it will then go straight to my office calendar and at the same time goes to my clients email as a confirmation. Hope this helps.
 
Get over yourself dequadin. Go now go tell someone who cares..go...go little man
 
If you use MS access as I said before (with a little additional VBA) you can achieve what you need. There is a potential hiccup. MS Outlook has a security feature that pops up a confirm send "Yes" button when an email is pushed via VBA automatically. You will need to work around that, there are various ways. Secondly are you referring to your calender in outlook or a seperate application?
 
Hi IRG

Very informative. Yes I am referring to outlook calender. So you recon it would work?
 
IRG said:
Simple MS Access database will do the trick, try the Contact Management db from the online template, modify where necessary.
Click to expand...

*throws salt over IRG's "advice" and lights it up with some lighter fluid* let it buuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuurn

Excl, first off, which systems do you have in place currently that shows last sales etc. You're looking for a CRM system. There are many out there with many different flavors, some even write to your outlook calendar (like you require) and send out confirmation emails (like you require)

Obviously you have specific needs of what this needs to do for you and your company. I feel any kind of CRM system is *custom* to a company's needs. So nothing out there might suit you as it might have too many (or too little) features.

So if you can explain your setup. Do you have a network. A Server. What type of PABX do you run. Who do you require to fill in the CRM. Are you going to want to run sales reports. Do you need to capture in leads. Would you like to have a sales funnel graph to help predict how many leads you'd need to get however many sales... etc etc etc
 
IRG said:
If you use MS access as I said before (with a little additional VBA) you can achieve what you need. There is a potential hiccup. MS Outlook has a security feature that pops up a confirm send "Yes" button when an email is pushed via VBA automatically. You will need to work around that, there are various ways. Secondly are you referring to your calender in outlook or a seperate application?
Click to expand...

MS Access crashes and goes corrupt at a flap of a butterfly's wings. Especially if you'd want to take your application to multiple users on your network. Most people don't even bother backing up their MS Access files. Then... what happens when you have a corrupt or lost or deleted or screwed up MS Access database?

MS Access is the *worst* suggestion you could make to this guy. Especially for running business critical information systems. And ESPECIALLY for something that might need to grow WITH his business.
 
vtiger(better outlook integration) or sugarcrm will do exactly what you are trying to do
 
Heres eg of the way we do it now on excel:

This is very ruff but it is more or less like this, all needs to be formatted properly plus must have dropping windows plus a button to click on once all criterias have been filled in and automatically sent to client and also inserted in our calendar


ONE WAY
RETURN

CONSULTANT: REF#
DATE

COMPANY NAME:
TEL:
CONTACT PERSON:
FAX:
E-MAIL:


CLIENT NAME:
TEL:
PHYSICALL ADDRESS:
CELL:
EMAIL:
FAX:


POSTAL ADDRESS:



DEPARTURE DATE
DESTINATION
STOPS
PASSENGERS


RETURN DATE:
DEPARTURE
DESTINATION:
STOPS:
PASSENGERS:
 
You must log in or register to reply here.
Back
Top
Sign up to the MyBroadband newsletter
X