The first thing we did was to create a custom form that allows the creation of new ‘Ship To:’ sites to current accounts, as well as the creation and update of account contacts. Courtesy Products, our business which provides innovative in-room coffee service to hotels and motels, sends many samples to new prospects in order to generate new business. By creating the Sites Form, we were able to save valuable time for the salespeople. They can now enter a new site in as little as five minutes. Additionally, the contacts for the accounts in the hotel industry change frequently.
Secondly, we sought out third-party solutions to help us create and update data in the Customer Standard. Fortunately, we discovered the Customer Wizard from More4apps. This tool works with a Microsoft Excel front end and is easily configurable to only use the required fields. Data can be easily downloaded for a single customer or many customers. Changes are then made in the spreadsheet and uploaded back into Oracle. We have been able to download customer lists and data for a specific salesperson, have them make all of the changes all at once. This saves a lot of time in cleansing the data.
Keefe Corporation, another TKC company, has four different lines of business. It is possible for a customer to be a customer for multiple lines of business, however, they need a separate account for each one. We use More4apps Customer Wizard to download a current account, edit the needed data and then upload in order to create a new account for the new line of business. We can literally create a new customer in less than five minutes.