CRM is an acronym for Customer Relationships Management. CRM software encompasses all aspects of
communication an organization has with its customers, including sales, service and marketing.
Computers have changed the way organizations approach Customer Relationships Management strategies. With each new advance in technological innovation more of the company's relationships are
managed through electronic means. Companies are continually seeking ways to automate and at the same time personalize
communications with their customers.
Developers at Blue Claw Database Design were contacted
early in the business development phase of USRider to create a customer relationships management software system.
We were asked to create a complete custom CRM software solution and business support database
to include the following tasks:
Customer relationships management (CRM)
Manage membership including automatic and manual renewal
Maintain associate membership within main memberships
Analyze source of membership statistics
Member incident satisfaction index analysis
Available veterinarians by zip code
Stabling locations by zip code
Manage development of prospective members
Incident reporting statistics
Automatic display of scanned customer survey forms
Membership payment transaction processing
Marketing material distribution management
Interface to membership card DB
20 reports for data analysis
All of these functions were created with an elegant yet
simple user interface in a tabbed layout. This interface is the most
efficient from a user's point of view. With the standard switchboard
interface users quickly become frustrated because of the continuous popup of
sub menus and data forms. Note on the customer relationships management
data form that all
data, including transactions and associate members are visible on one form
using an organized neat display. Below are 4 examples of the 7 primary
screens, click on an image to see the full size example.
Key to a complex customer management database is the user interface. Below we show our classic tabbed interface for our custom
CRM database designs. All functions are accessible from a single main menu. There are no subordinate popup menus to get lost
in or to have to navigate backwardly to return to the main main.
Normally this design might slow down an Access database however,
we use recordset and form techniques which prevents any slowness in the CRM database.
Below is the main control panel for maintaining customer membership lists. This form
includes main member records and
subordinate associate member records. Included are payments and payment statuses, incidents statistics, and periodic
notification milestones. Additionally, this data is automatically coordinated with an SQL Server database running on the web
site.
Part of this customer relationship management database is to track roadside breakdown incidents. Included as a part of
customer incident response is a measure of response time and customer satisfaction. All customer incident statistics are updated
immediately and are available on the screen or in report format.
The CRM database design includes the capability to track prospective customers. The database tracks status of prospective customers and generates labels and
letter for marketing material. During new member entry, the database automatically check the new customer against the list of
prospects and loads all stored data into the members table. The CRM customers and prospects are kept in separate table for
efficiency of processing.
Our Access developers' efficient table design allows all CRM data for
thousands of customers to be managed in less than 5 megabytes of disk storage.
The entire application, including data can be zipped and placed on a diskette.
All coding is done using Access Visual Basic - there are no macros in this
database.
Contact
one of our Microsoft Access developers today to see what we can do for your
CRM/customer relationships management software needs.
