Perhaps, like many businesses, you use separate applications for different tasks — Word for letters, quotations and mail shots; Excel for financial workings, VAT returns, production work tickets and so on. You then need to bring elements of all that data together as a separate operation in a spreadsheet or Calculator application to support management and accounting procedures and to get a complete picture of the business.

 

Not so with Filemaker Pro databasing.

 

This essential business tool integrates your data into a tailored management capability, giving you a view of all your critical business information — and the ability to exploit it in a wide variety of ways. Suddenly you can run instant searches on customers, automate quotes and invoices and get an accurate picture of how your business is actually performing.

 

Within the system you can include features such as:

 

• A client database — comprehensive information on all your customers, their business sectors, locations and purchasing history, whether they’ve bought through web contact or a mail shot response, and whether they’ve signed up for inclusion in your monthly mailings.

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• A quotation system — just select the customer and up comes a standard quotation document. You only need to add the relevant items and the system will automatically add the costings. Save, then email the quote to the customer. Simple as that.

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• Job management — the quote’s accepted and now you can manage the order process right through to delivery. You can interrogate the system at any time to check on the status of the order.

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• Invoicing — the password protected system has access to all job details, enabling invoices and credit notes to be issued automatically in suitable format for VAT returns.

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• Information sharing — files can be shared across the system, by anyone with authorisation, even accessible by internet for filed or remote users. Talk to us about how we can provide essential Filemaker Pro databasing functionality to your business systems.

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Talk to us about how we can provide essential Filemaker Pro databasing functionality to your business systems.