I'm running an online business and our sales team need an effective database that they can use when cold/warm calling our clients made with MS Access.
I want two databases essentially
1. A client database
2. A call register database for marketing
The client database needs to be very user friendly
1. An area to 'add new clients'
2. Lookup clients (through phone/email/username/etc)
3. A register that we can use to log all incoming/outbound calls
4. An accounting area so we can register monthly transactions and add information to show our client has paid or not.
5. Information on what plan they are on and how much they are paying.
6. A reporting tool for most of the above.
The call register database
1. A register list of phone numbers, emails and company names that we have tried to contact (ideal if option was available to import data from a .csv)
2. An area where they can log a call and add information about the company, names, phones numbers, who they spoke to, include which sales rep took the call, time of call, etc.
3. Needs an easy to use call register that can log what phone calls or emails were sent out and a description on what happened during the call.
4. Follow-up date button. User can choose a follow up date that they can make another attempt.
5. Sales Employee user section with their relevant details.
6. Searchable function to lookup phone numbers/company names/email
7. Need to be able to run daily/weekly/monthly reports on each individuals work.
Our database needs to be used by simultaneous people at once using dropbox preferably or sharepoint as a secondary option.
11 freelance font une offre moyenne de $284 pour ce travail
Hello. I am an MS Access expert with a UK BSc. Computing degree, and over eight years of professional IT work experience. Please refer to my private message for further information. Thank you. Kind regards.
Dear Concerned , I am having more than seven years of experience in developing web applications using various technologies.I could present your requirement in a very effective and user friendly manner. Looking forw Plus
Have you thinked in using a CRM solution for this purpose? With this budget we can help you installing a Totally WEB CRM solution and this will cover all your expressed needs and more. People will be able to share th Plus
Hi, We are Pune (India) based firm working since 1996. We will complete your work in time. We provide online support for software and customer satisfaction is our goal. Please see the private message box. Regards
i can do this in just 3 days. let me know if you want me to work on it. i can add a log in feature for you so when they do the call logs it will registered who and even what computer they used. i can also make it that Plus
I have over 28 years' as a technical writer, developer, and CIO. I have created complex, menu-driven MS Access apps for large clients like AT&T, Cox Communications, shipping companies, and others. These are totally me Plus