system built: General Electric "Power Buyer Service" (PBS)
The PBS system automates tracking & follow-up of the following:
- customers
- complaints
- contacts
- credit references
- backgrounds
- referral leads
- principle property owners
- properties
- products
- quotes
The following reports are generated at the click of a button ...
- Sales by Background
- Complaints by Customer
- Contacts by Property & Customer
- Credit References by Property & Customer
- Principal Owners by Property & Customer
- Properties by Customer
- Referrals by Property & Customer
system features:
- consistent look and feel throughout
- PBS User Guide documentation for system use and management
- buttons to open and synchronize table record id s automatically for the system operator
- Every form and report is formatted for printing and prints without showing system operator controls and buttons etc. which are relegated to the footers.
- Repetitive customer input is handled by lookup combo boxes.
- "Tickler" (action items) system to follow-up from any system-operator-specified date for action items, complaints, contacts, leads, products or quotes.
- Many-to-one relationship lookups between tables is handled automatically for the system operator via a double-click of the counter id s in the form headers.
Client needed table design and data entry capability within two weeks; this was provided within two days. After a multi-million dollar, unrelated and politically visible system-development debacle, the client manager was delighted with delivery of this PBS system within six weeks for ~$8,000 and lauded the IS manager in the GE company newspaper - for bringing in "a true professional" .
If you can't afford to do it over and over, get it right - the first time - by calling Data-based-Systems.com