Access Database Templates:
Inventory Software Access Templates
Inventory Systems. Review our custom Inventory Software. Barcode Asset Tracking & Control Microsoft Access database.
Interior Design Project Access Software Template
Management Access Templates
Construction Project Management Access Template
Lease Contract Management Software
Livestock Feed Inventory Database
Relationship Management Access Templates
Order Management Database Software for Customer Orders
Processing Pre-built Software Template
PM/Preventive Maintenance Access Template
Estate Marketing Template Database
Reservations Management Access Template Database
Asbestos Survey Project Management Access Templates
Process Management Access Templates
Student Loan/Grant Management Access Templates
Personnel Agency Access Template Database
Rx/Prescription Assistance Plan Management Database Template
Subscription Order Management Database Template
Document Management Access Templates
CRM Database Template
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 custom CRM database template.
We were asked to create a complete custom CRM software solution and business support database to include the following tasks:
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 menu.
Normally this design might slow down a database however; we use recordset and form
programming techniques which prevents any slowness in the CRM database.
The CRM Software main control panel for maintaining customer membership lists is
shown below. 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
The Access 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 checks 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 software 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 Visual Basic - there are no macros in this
one of our Microsoft Access developers today to see what we can do for your
CRM software needs.
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