How do I create a telemarketing/existing client database?

R

Rachel

I work for a very archaic company which DOES NOT use CRM software and thus I
need to create a list of my clients in order to more effectively manage them.
I will need to include: client name, annual/monthely contract value,
contract start date, contract end date, contacts within the company and
contact telephone number/email addresses etc, any subcontracts and their
relevant start dates and end dates too. Any ideas?....
 
J

John Vinson

I work for a very archaic company which DOES NOT use CRM software and thus I
need to create a list of my clients in order to more effectively manage them.
I will need to include: client name, annual/monthely contract value,
contract start date, contract end date, contacts within the company and
contact telephone number/email addresses etc, any subcontracts and their
relevant start dates and end dates too. Any ideas?....
Click to expand...

This should be pretty straightforward to set up yourself as an Access
database. Identify the "Entities" - real-life people, things, or
events; each kind of entity will get a Table. Tables I can see from
your description are Companies, Contacts (people), Contracts (which
might include subcontracts as a special case of contracts), Phones,
perhaps some others.

The Contacts database template which comes with Access may be a good
starting point.

John W. Vinson[MVP]
 
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