Contact Management
The "Contact Management" database is designed to facilitate efficient management of contacts, activities, and related documents within an organization. It serves as a centralized system for storing and organizing information about contacts, companies, activities, and associated documents, enhancing communication and collaboration efforts.
Description
The "Activities" table tracks various interactions or activities with contacts or companies. It includes fields such as reference number, contact and company names, activity type, outcome, date of activity, and additional details. This table helps in documenting and analyzing interactions, ensuring follow-up actions are taken, and maintaining a comprehensive history of engagements with contacts and companies.
The "Contacts" table stores detailed information about individual contacts within companies. It captures data such as name, job title, department, status, email address, work phone, cell/mobile phone, fax number, website, address, and other relevant details. This table serves as a repository for contact information, facilitating effective communication, relationship management, and targeted marketing efforts.
The "Companies" table maintains records of companies or organizations associated with the contacts. It includes fields like company name, date of becoming a customer, and other pertinent details. This table enables the organization to manage relationships with corporate entities, track customer status, and store additional company-specific information for strategic planning and business development.
The "Documents" table stores attachments and links to documents associated with contacts or companies. It includes fields for document name, type, actual document file, related contact, and contact name. This table provides a secure repository for storing essential documents such as contracts, agreements, and correspondence, ensuring easy access and centralized management.
The "Contact Management" database aims to streamline contact handling processes, improve organizational efficiency in managing interactions and engagements, and support informed decision-making through comprehensive data storage and retrieval capabilities. By leveraging this database, organizations can enhance customer relationship management, optimize sales and marketing efforts, and foster stronger partnerships with contacts and companies alike.
Screenshots
To help you make the system work for your needs, we have developed the following service program:
- Discuss your needs with our staff.
- We’ll determine and confirm the workflow logic of your database.
- We’ll create a ready-to-use database to fit your exact business model.
- You’ll get a solution designed especially for your needs.
Any support materials, such as spreadsheets and real-life work samples would be very helpful as they would help us better understand your business process.
We offer free system configuration assistance
(up to 4 hours of consulting work).
If you decide that our database is not exactly what you need - you owe nothing.