Databse for Client Management

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Eric - 18 May 2005 17:54 GMT

I'm looking for solutions to help manage my 146 (and growing) clients. Right
now using salesforce.com + MS Excel & Quickbooks. I'm really not able to
generate accurate reporting using this system and I'm becoming frustrated by
wasted time reconciling and re-reporting corrections month after month.

I envision a system where I can generate reports in Quickbooks and upload
that data into Access each month. I have not built a database in Acess
before, and I have quite a bit of data that will need to be transferred from
Excel.

My goal is to have accurate reporting on a monthly basis of: client count,
contract value, account status, start & end dates, products
purchased/delivered, etc.

Is Access a viable option for these needs? Any advice would be very much
appreciated. Please email to ericaloe@hotmail.com

Thanks
-Eric

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Rick B - 18 May 2005 20:09 GMT

Personally, I would try starting with one of the templates that comes with
Access. Click the NEW button and then a dialog box will pop up. On the
second tab are several canned databases. The Contact Management might be a
good place to start.

Obviously you will need to heavily modify any canned database, but they will
give you some nice functionality, a good place to start, and they typically
follow good database design rules.

Good Luck!

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Rick B

> I'm looking for solutions to help manage my 146 (and growing) clients. Right
> now using salesforce.com + MS Excel & Quickbooks. I'm really not able to
[quoted text clipped - 15 lines]
> Thanks
> -Eric

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