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Resolved Question

Business Intelligence

by BostonDan / June 10, 2014 4:22 AM PDT

Hi - I'm looking for some help identifying a solution that will provide the best means of entering and tracking business intelligence. I've used SugarCRM, vTiger, and currently use Dolibarr as my CRM system. All of these are great systems, but I'm looking to track more detailed information and utilize it for creating strategic account plans. For each company, I want to track:
Management Hierarchy
Company Products
Company Markets
Company Identified Large Customers
Company revenue, segmented by market, products, geography, etc.
Sales Channels (distributors, manufacturer reps, etc.)
Strategic Suppliers
Strategic Partners
My other goals are to find something that is hosted, affordable, and either doesn't require customization or is straight forward to customize.
In advance, thanks for your recommendations.

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All Answers

Best Answer chosen by BostonDan

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To do that.
by R. Proffitt Forum moderator / June 10, 2014 4:28 AM PDT
In reply to: Business Intelligence

Wouldn't that require a staff of researchers to fill this information in?

And given the state of AI, the BI is you. I'm still bumping into folk that think AI is better than a 6 year old.

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Business Intelligence - Limited Data
by BostonDan / June 10, 2014 6:41 AM PDT
In reply to: To do that.

While I do have some limited help, it is a very small list of companies I do this for. The information is part of the product(Sales Channel Development) I deliver customers. Often much of the background and raw data is provided by clients. Currently, this information is entered directly into a Microsoft Word document as part of Sales Business Plans and used to support recommended strategies. The information is updated on an ongoing basis. I'm hoping the database will enable me to segment and present the information in additional views.

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Re: database
by Kees_B Forum moderator / June 10, 2014 6:48 AM PDT

I don't think that you will be able such a database in the market. So you'll have to design and implement it yourself (or have it done). The full system would consist of:
- the database, containing all the data in well-structured design
- screens to fill the database with consistency checks
- analysis tools


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Database Design
by BostonDan / June 10, 2014 1:00 PM PDT
In reply to: Re: database

Thanks for responding Kees---I've 95% come to the conclusion that designing a custom database isn't worth the benefits. Although less efficient, I'm currently leaning towards staying with my current Microsoft Word method. Again - appreciate your help......BostonDan

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There's so much choice today, I can't choose this for you.
by R. Proffitt Forum moderator / June 10, 2014 6:49 AM PDT

I hear you loud and clear but for now I fear the old methods continue to be the best. That is, a colleague collects such in word documents, folders in their filing cabinets and because such information is precious has never thought of putting it into a database form.
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by BostonDan / June 10, 2014 8:08 AM PDT

Hi Bob - Thanks again very much for taking the time to respond and the link. I'm checking out the apps listed in the link you provided and will keep looking every so often, but I have a feeling your assessment is correct that there isn't yet a good solution for my needs. All the best from Boston - Dan

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Boston cheer.
by R. Proffitt Forum moderator / June 10, 2014 8:12 AM PDT
In reply to: Links

Howdy former neighbor. Marlborough, MA 2000 to 2010. Escaped to warmer climes.

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by BostonDan / June 10, 2014 1:10 PM PDT
In reply to: Boston cheer.

I'm actually from Canton, MA. For me, other than business travel, I don't think I'll ever escape MA. It's my center of the universe. Glad to hear you are enjoying warmer climate.

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My one New England joke.
by R. Proffitt Forum moderator / June 10, 2014 2:24 PM PDT
In reply to: Howdy

"Now I know why half the Pilgrams died."

The really odd coincidence is folk that we knew moved away around the same time frame. It was still quite the decade. Went to DC a few times, walked The Freedom Trail many times, JFK library and more.

Historic places all over.

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