This document discusses using an Access database to create tools for a sales initiative. It describes running a query to combine data from three tables on facilities, owners, and tanks. A form is then created to display comprehensive facility data and allow input of sales activities. Finally, a report is created to display the results of the sales initiative by facility, organizing data on sales activities and results.

1. MA UST Access Database
Using an Access database as a CRM to create a query, form and report
for use in a sales initiative

2. Data:
Create cold call list for the Sales Team.

3. Run query to combine information from 3 separate tables:
• Facilities Table: Facility name, address, phone, contact
name, contact address and contact phone number.
• Owners Table: Owner name, address and phone number.
• Tanks Table: Status – for this project we need only the tanks that
are in use or temporarily out of use.
Owners
Facilities
Tanks

4. Design view of Query
Relationship Table
Criteria used to display
facilities with tanks in
use or temporarily out of
use

5. Completed Query

6. Action:
Create form to display comprehensive facility data for each site and allow input of
sales activity by sales staff.

7. Create Form, tabbed form and Subform
•
•
•
Create standardized form to be used by sales staff to record all contact with potential customers.
Organize form to show multiple points of pertinent data in a concise, easy to read format.
Form must allow for transparency of sales activity to allow for effective reporting on sales initiative.
Customer
Sales Rep.
Actionable
information

8. The form organizes information based on a specific site. As more
information is gathered, additional tabs can be added without cluttering the
form.

9. Tabbed Form
The facility remains constant

10. Reporting:
Display results of sales initiative.

11. Create report showing all sales activity by facility
Assemble
Data
Sales
Activities
Results
Reporting