1 Reply Latest reply on Jan 20, 2009 12:01 PM by TSGal

    Setting up CRM (Customer relationship management) app with Filemaker

    Guilherme

      Title

      Setting up CRM (Customer relationship management) app with Filemaker

      Post

      Hello, I am interesting in setting up a CRM app. Within File Maker. I still do not own a FM copy and I am not a database specialist, so although I consider myself a fast learner, it would be best to have a template to work with. Or at least to start from.

       

      My needs are to manage all my customer projects, linking to incoming and outgoing emails related to specific projects, linking to the customer information all its contacts... Having option to set up the following actions or activities within each project:

       

      - Customer Inquiry (with begin and end date to follow up in iCal - Also to import and export e-mails to mail.app)

      - Supplier Inquiry ( " " )

      - Supplier Offer ( " " )

      - Customer Offer ( " " )

      - Negotiation emails

      - Order Information

      - Order Confirmation (from Supplier with shipping information)

      - Shipping Documents

      - Commission follow up information.

       

      I want to be able to retrieve open offer reports by customer / by region, etc...

       

      This is a general view of my needs, of course I could work with something simpler, but this is my final objective.

      Can anyone give me indication if FM is the right way to do this tasks? Can anyone give any tips on how to do this? Is there any template I can work with?

       

      I am a one person Company and I want to keep historical information in a digital way instead of working around with several papers and part in spreadsheets...

       

      I see I can share the information online which is very important to me. I could have my supplier to see the order online this way (I suppose)...

       

      I appreciate any comment or tips on how to do this..

       

      Guilherme.

        • 1. Re: Setting up CRM (Customer relationship management) app with Filemaker
          TSGal

          Guilherme:

           

          Thank you for your post.

           

          This can definitely be set up in FileMaker Pro, but it will take some time.  You can definitely link tasks to customers, suppliers, and set up emails and automatic sending of emails.  Inventory can definitely be done.

           

          FileMaker Pro will not link to iCal unless you purchase a additional third-party plug-in.

           

          There are sample templates that deal with Inventory, email management, Contact management, event management, Purchase Orders, Task Management, and several others.  Some of these would be a good starting point.

           

          I would download a free 30-day trial from our web site (www.filemaker.com), create a new table based on these templates and begin working from there.  This should give you a good start to see if FileMaker works for you.

           

          TSGal

          FileMaker, Inc.