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Access Demo

Using Access database as a contact management system for sales initiative

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Access Demo

  1. 1. MA UST Access Database Using an Access database as a CRM to create a query, form and report for use in a sales initiative
  2. 2. Data: Create cold call list for the Sales Team.
  3. 3. Run query to combine information from 3 separate tables: • Facilities Table: Facility name, address, phone, contact name, contact address and contact phone number. • Owners Table: Owner name, address and phone number. • Tanks Table: Status – for this project we need only the tanks that are in use or temporarily out of use. Owners Facilities Tanks
  4. 4. Design view of Query Relationship Table Criteria used to display facilities with tanks in use or temporarily out of use
  5. 5. Completed Query
  6. 6. Action: Create form to display comprehensive facility data for each site and allow input of sales activity by sales staff.
  7. 7. Create Form, tabbed form and Subform • • • Create standardized form to be used by sales staff to record all contact with potential customers. Organize form to show multiple points of pertinent data in a concise, easy to read format. Form must allow for transparency of sales activity to allow for effective reporting on sales initiative. Customer Sales Rep. Actionable information
  8. 8. The form organizes information based on a specific site. As more information is gathered, additional tabs can be added without cluttering the form.
  9. 9. Tabbed Form The facility remains constant
  10. 10. Reporting: Display results of sales initiative.
  11. 11. Create report showing all sales activity by facility Assemble Data Sales Activities Results Reporting

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