We are a small but growing financial firm and we need help with our database, CRM, and network as we scale out. Currently we use Microsoft Access but we are having problems with it not meeting our needs by way of speed, functionality, and scalability. We would like to explore either improving the functionality of our current Access Database Table/Forms/Queries or look at moving to another CRM in the marketplace. We would also like to look at staying with Access but perhaps integrating with a CRM in the marketplace for specific sales functions or features not available through Access. As such, we need someone who is extremely familiar with Microsoft Access and knows how to work with its forms, queries and could potentially integrate with a 3rd party CRM.
Some issues we are having with Access are as follows:
1. We are maxed out with the 256 columns and need someone to either make more efficient use of our table's columns OR we need to some other solution
2. We have over 100,000 records in our database and its functions slowly which may be our network or it may be how we have set up Access
3. We have over 40 Queries and Tables and we are sure that the number could be reduced without giving up any functionality.
4. There are many parts to our sales functions which remain manual but that which could be automated through either improving our Access Database functionality or integrating with a CRM which can automate these functions. And so, we are looking at using another CRM in conjunction with Access and so may need someone to set up an export and import function for us to facilitate this.
Although this is a temporary position, we would not be surprised if it were to turn into a full time gig. We are offering $2,500 per month to start.
Please provide us your resume along with how you would approach our situation in terms of helping us with this integration or modification.