Database Solution
Discussion
First post on Pistonheads and I decided to do it in the Computer Forum! I’ve been a silent reader for a while
Just to fill you in I’m the I.T manager/consultant for a small family business (Financial Consulting)
Basically I’m a bit stuck on a simple spreadsheet type database solution.
Once a month an employee compiles an Excel spreadsheet (from scratch) which contains information on various companies , the spreadsheet contains; the company name, the contact details, notes about them etc. It is all qualitative data that is listed, as opposed to quantitative data and we don’t make any graphs etc from it. In total there are about 180 companies that take up around 55 A4 pages. The spreadsheet is then printed to a PDF and emailed to several important clients.
This seems to be creating so much hassle and is prone to both human and technical errors, companies seem to “disappear” every time the spreadsheet is saved and im not a fan of Excel at all. I also think that excel is not the best program to use to list hordes of qualitative data and was only used in the first place as a previous employee had an excel fetish
Sorry about the waffle, I’m just hoping someone might be able to point me in the direction for finding a replacement program/solution, or should I just stick with the current setup and try streamlining it down.
Cheers in advance guys…
Just to fill you in I’m the I.T manager/consultant for a small family business (Financial Consulting)
Basically I’m a bit stuck on a simple spreadsheet type database solution.
Once a month an employee compiles an Excel spreadsheet (from scratch) which contains information on various companies , the spreadsheet contains; the company name, the contact details, notes about them etc. It is all qualitative data that is listed, as opposed to quantitative data and we don’t make any graphs etc from it. In total there are about 180 companies that take up around 55 A4 pages. The spreadsheet is then printed to a PDF and emailed to several important clients.
This seems to be creating so much hassle and is prone to both human and technical errors, companies seem to “disappear” every time the spreadsheet is saved and im not a fan of Excel at all. I also think that excel is not the best program to use to list hordes of qualitative data and was only used in the first place as a previous employee had an excel fetish
Sorry about the waffle, I’m just hoping someone might be able to point me in the direction for finding a replacement program/solution, or should I just stick with the current setup and try streamlining it down.
Cheers in advance guys…
Our company grew out of spreadsheets and now uses Salesforce
Originally bought in by the sales team as it allows the sales team to share contact information across the whole team; both internal and external. The road warriors love it as they can access and maintain customer info while they are on the road, even from their mobile phones.
It's recently been expanded.
The support team now use it to log their support calls and this info is tied into the account.
The consultants now use it so they know the situation before walking on site; also follow-on sales know what service the customer has had in the previous year.
It's pricey but worth it.
It's an indispensable part of the way our company now works.
www.commercedecisions.com
Originally bought in by the sales team as it allows the sales team to share contact information across the whole team; both internal and external. The road warriors love it as they can access and maintain customer info while they are on the road, even from their mobile phones.
It's recently been expanded.
The support team now use it to log their support calls and this info is tied into the account.
The consultants now use it so they know the situation before walking on site; also follow-on sales know what service the customer has had in the previous year.
It's pricey but worth it.
It's an indispensable part of the way our company now works.
www.commercedecisions.com
I rate FileMaker Pro hugely.
Way better than access, especially good for handling large text fields. Very intuitive reporting and layout tools and a direct PDF save fuction, sounds like just what you're after.
get a trial here www.filemaker.co.uk
Way better than access, especially good for handling large text fields. Very intuitive reporting and layout tools and a direct PDF save fuction, sounds like just what you're after.
get a trial here www.filemaker.co.uk
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