CRM - Scheduling contacts

[bkaufman]

I have a basic CRM system built in Access. It has a main table with name,
address, etc and a related table with contact history. These contacts are
made via postal mail.

When a new lead gets added to the system an initial contact record is added
to the contact history and that lead gets mailed a letter. If we don't hear
back from that lead in 30 days, we want to mail them a follow-up letter.

What I need help with is creating a process that identifies the leads who
have been mailed the initial letter but have not responded in 30 days and
automatically add a new Follow-Up contact record.

I do keep track of witch contact records have been mailed.

Please let me know if more detail is needed.

Thanks,
Barry

 

[pietlinden]

I have a basic CRM system built in Access. It has a main table with name,
address, etc and a related table with contact history. These contacts are
made via postal mail.

When a new lead gets added to the system an initial contact record is added
to the contact history and that lead gets mailed a letter. If we don't hear
back from that lead in 30 days, we want to mail them a follow-up letter.

What I need help with is creating a process that identifies the leads who
have been mailed the initial letter but have not responded in 30 days and
automatically add a new Follow-Up contact record.

I do keep track of witch contact records have been mailed.

Please let me know if more detail is needed.

Thanks,
Barry

There are several ways of doing this, but here's one. Assuming you
have the following tables

Contact(ContactID, Address Info...)
Correspondence(CorrespondenceID, ToContactID, DateSent,
DateResponseReceived,...)

You could check to see if you have any correspondence due...
filter for

WHERE DateAdd("d",30,[DateSent])<Date()
AND DateResponseReceived IS NULL

and that would give you all overdue mailings that haven't gotten a
response. WHen your database opens, you could run that query and get
a record count. IF it's zero, you don't need to do anything, but if
not, you could show a message or start a mail merge or... or or...
(whatever solves the business problem... establishing contact with
that customer).