Hi. We have an old CRM system that is currently local to only a single location and we are looking to transition it to a more modern system with network capability and would appreciate any advice about the best way to go about it.
Basically, we currently have a fairly simple Microsoft Access (2007) database system, into which customer information and updates are added and from which regular reports are generated based on that data.It is a fairly simple system with only two main tables: A customer info table and a transaction table with a one-to-many relationship between the two. There are other tables but they are mostly lookup tables used by the input forms in order to standardize input values.
The problem is that currently this database is only accessible from the main office location. We have four other branch offices in different locations across the state, and the process in the past has been for those branch offices to fax daily customer updates to the main office where the data is collected and then added to the database.
However, we want to decentralize this process by moving the data entry and reporting out of the central office to the individual branch offices instead, allowing each branch to track and record their own customer details, but we want those offices to share a central database repository between them.
What I'm trying to figure out is how to migrate the currently out-dated system -- which is limited to a single physical location -- to a new system that can be shared and accessed from these geographically separated offices.
I have looked at certain Full-stack CMS solutions like Joomla or Drupal to create this system, but I'm beginning to think going that way might be overkill for what I'm trying to do.
Basically, I need a browser frontend that can be used for data entry from the branch locations, a central data repository (I'm thinking MySQL) where all data is stored, network code to communicate between the two across the internet (probably PHP?), and a reporting functionality that would allow us to run aggregate reports on the data inputted.
We are a fairly small company, and I am the only tech-resource, so I am trying to scope out this project and dcide what technologies would be best to use to accomplish it.
Any advice, links I can look at or comments on things I should keep in mind would be greatly appreciated!
Thanks in advance --eric
Free Guide: Managing storage for virtual environments
Complete a brief survey to get a complimentary 70-page whitepaper featuring the best methods and solutions for your virtual environment, as well as hypervisor-specific management advice from TechTarget experts. Don’t miss out on this exclusive content!