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A sales database is a software program used to store information about prospects and customers. Thanks to these databases, there are many opportunities for businesses to optimize their sales relationships and reach more success. But in order to see results from your sales database, you must have a reliable platform that is easy to use. 

Thankfully, Microsoft Access offers various templates for sales databases. You can choose from one of them or request a database company to build one for you. Even though this is more expensive than using a built-in template from Access, you can ensure your database has everything you need. 

Let’s learn more about the benefits of having a sales database and how to start a new one using MS Access. 

Benefits of Having a Sales Database 

Sales databases can store past, present and future information on customers. This information may include things like addresses, phone numbers and emails, as well as personal notes regarding each person’s preferences. Here are some benefits of having this type of database: 

  • Retain customer details. Take notes after each interaction with your customer. This way, you’ll have key information about their wants and needs, allowing you to deliver a higher quality of service. 
  • Schedule meetings. Sales databases let you set up schedules for your customers. You can make note of the meeting times and schedule reminders for new meetings. This helps you keep in contact with your customers. 
  • Target customers. With a sales database, you can turn customer contact profiles into direct-mail or email campaigns. Your customers can be put into your communication cycles so they receive regular contact from your business. 
  • Increase sales. Having a database allows you to record customer data and access it whenever you need. This ultimately leads to optimized sales and profitability. Plus, you can track purchases to recommend new products or upgrades. 

How to Get Started with a Sales Database 

If you have Microsoft Access, you can get started with a sales database right away. Choose from one of the pre-existing templates or have a database built for you by a database expert like Arkware. If you do choose to create your own sales database, here are some tips to follow: 

  • Open Access, scroll down to the right side and review the prebuilt templates. If you’ve already been using Access, choose File – New to create a new database. 
  • Choose your template. There are paid and free versions available. You may need to pay for a template to get the features you need. 
  • Name your database and choose the folder you want to store it in. 
  • Hit create and start customizing your database to your needs. 

Certainly, this is a very broad description of how to create a sales database, but it gives you an idea of the steps to take. Whether you need assistance or you want to have a database built for you, contact Arkware for a consultation.