Soldato
- Joined
- 19 Nov 2011
- Posts
- 4,906
Hi Fellas,
Unsure if this is the right section for this, if it isn't please feel free to move it for me.
So, a bit of background.
I work for a company which is a training provider/Procurement firm. Currently we are using a database which is a little clunky at best, and would like to possibly weigh up some possible commercial options which are out there.
I'm aware there may well be an element of bespoking the software to our needs, which is fine.
Currently we use the database system to store Client data, courses they run and along with the pricings they run the course at. Now while this is all well and good, we as a supply team feel that our workflow can be much more improved by some management software which just works.
In terms of the functions, we are looking at the following:
I have been looking at packages like Financial Force, just to give you more of an idea.
Would any of you guys have any ideas on some of the packages which may well match the requirements i'm looking for?
Unsure if this is the right section for this, if it isn't please feel free to move it for me.
So, a bit of background.
I work for a company which is a training provider/Procurement firm. Currently we are using a database which is a little clunky at best, and would like to possibly weigh up some possible commercial options which are out there.
I'm aware there may well be an element of bespoking the software to our needs, which is fine.
Currently we use the database system to store Client data, courses they run and along with the pricings they run the course at. Now while this is all well and good, we as a supply team feel that our workflow can be much more improved by some management software which just works.
In terms of the functions, we are looking at the following:
- Store Client contact details
- Storing Client courses, along with a history of the courses they have requested
- Pricings for each of those courses
- Create quotes for Clients
- Store Supplier details
- History of what they have provided to us
- Comments/Feedback notes to determine any issues.
- On boarding process, along with notifications if actions/updates are required
- Ease of use
I have been looking at packages like Financial Force, just to give you more of an idea.
Would any of you guys have any ideas on some of the packages which may well match the requirements i'm looking for?