What do you guys use for customer management? I've been pondering writing a complete database system for our customer management.
Currently when someone calls their name is written on paper and doesnt get into the computer until we write the proposal in Word, then doesn't go into a database until the job is completed.
My idea, like big comanies do it, is like this:
Customer calls, the person answering the phone fills in the blanks on their computer screen. The info is now in the database.
The sales rep calls back to set appt. and asks further info filling in more blanks on the screen, which is kept in the database.
Details about the job, such as material color, start and completion dates and mroe can all be kept in the database.
It's my belief that all companies should work this way. If a customer calls and asks a question all the info is right there in front of you. This database can even be made web accessible for tele-comuters.
What are your thoughts? Should I make this complicated program, which I have the ability to do, or should I look into buying one?