Sales Contracts Tracking
The "Sales Contracts Tracking" database is designed to manage and monitor sales contracts between a business and its customers. It ensures that important details regarding contract initiation, value, and expiration are recorded, allowing for easy tracking and management of contracts over time. This system helps sales teams stay on top of contract renewals, follow up with clients, and manage contract lifecycles efficiently.
Description
The Contracts table serves as the heart of this database. Each contract is identified by a unique Id and contains key information such as the Internal Contact e-mail for the person responsible within the company and the Customer Name along with the Customer Contact e-mail for the client. A Brief Summary provides an overview of the contract's purpose or terms, while the Value ('000) records the contract's financial worth.
The table also captures the Initiation Date when the contract begins, and the Expiration Date when it is due to end. To keep track of deadlines, the database includes a field for the Days to Expiration, ensuring timely action on renewals or extensions. A Contract File is stored for quick reference to the actual document, and fields for Record Owner, Created By, Date Created, and Last Modified By track the contract's administrative details, ensuring clear accountability and up-to-date records.
This database is an essential tool for sales and contract management teams to ensure smooth and organized contract handling.
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.