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The Things You Can Do in Access!
Brent Davis 
     
15 hours ago
If you can think it, Access can do it! Richard, I have heard you say this in some form or fashion many times. The DB I have been creating for 5 years or so, just for me, started out as a way to store data for quick reference with very little frills because I hadn't worked in Access for 20+ years. Over the 5 years, and with this sites help, it has evolved and aided in the success I have been able to achieve in my role as an account manager. Lately, I have wanted to automate as much as possible and one area I explored was the ability to use it to analyze an account quickly and then provide a sales briefing that I can view right before I make a sales call because I can't use Open AI per company policy. The analysis takes in multiple sales numbers(revenue, shipment count, weight, transit time, claims ratio, state to state numbers and yield), quote information, and call notes. The call briefing analyzes the analysis and gives an At A Glance for YOY & MOM for all of the sales numbers. Also, it provides win % on the quotes and can break them down by city state and zip(I work in the trucking business).  It also takes in the call notes and gives me an objective for the call, suggested talking points, and questions to ask based on the analysis all with a click of a button. IT IS SO COOL!! The best part is, I think of new things to add all the time and it can do it!!! I can't wait to see where it goes!

Thanks for what you are doing here Richard!  It is such a positive environment to learn and I am grateful I was able to stumble across it!
Brent Davis OP  @Reply  
     
15 hours ago
Oh, and the best part, it is practically free to use Access compared to all the mainstream CRM’s out there!! And you are not limited to a canned piece of software. You can make anyway you want!
Richard Rost  @Reply  
           
15 hours ago
That's awesome, Brent. You've built exactly the kind of thing I love to see: a database that started simple, solved real problems, and kept growing as you found new ways to make it useful.

And yep, that's the real advantage of Access over a canned CRM. You're not waiting for a vendor to decide whether a feature belongs on their roadmap. If you need something, you can build it around the way you actually work. Five years of incremental improvements adds up fast.

Keep thinking of those new ideas and adding them. That's how a personal database turns into a serious business tool.
Alkan Toykan  @Reply  
       
8 hours ago
For instance, also you can leverage the power of Excel to build a structure linked directly to your database, effectively overcoming Access's primary bottleneck, dashboard and chart generation. As a former CFO, I used to create a dedicated Excel file exclusively for dashboards within my own databases, incorporating KPIs, OPIs, pivot tables, filters, and more.
If you consider pairing Excel and Access in such an architecture, relying on these dynamic dashboards alone might even eliminate the need for separate presentation work. Many people remain unaware of this synergized capability provided by Microsoft or simply fail to give it the credit it deserves, yet its contribution to automation, reporting, and operational control is undeniable.
Kenneth A Thomas  @Reply  
       
5 hours ago
Well said, Brett.  I have found that Access and databases in general are a more efficient tool to use when storing and using data...far better than Word and Excel.  As I explain to people around me, word and Excel are 2 dimensional and Access is 3 dimensional.
Brent Davis OP  @Reply  
     
2 hours ago
Allan, thanks for the knowledge. I have created a dashboard with KPI’s and charts in access already that works extremely well using Richard’s alternative to tab controls by clicking the label to switch the source object to the particular form or chart for that KPI.
Brent Davis OP  @Reply  
     
2 hours ago
Alkan. Sorry, autocorrect.
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