Sep 22 2017

Constructing Custom CRMs with Microsoft VBA

Constructing Custom CRMs with Microsoft Excel VBA


This Excel hint gives you a glimpse of developing a custom CRM using Microsoft Excel, and Excel VBA. The full post, not a hint, covers using many of the Microsoft desktop productivity tools, listed below, to build custom CRMs. All of those include VBA. To read the full post, click here.


The Microsoft applications below can be used to build a CRM application:


  1. Access (Our first choice)
  2. Excel (Our second preference)
  3. SQL Server
  4. Power BI
  5. Dynamics


You can build a custom CRM in Microsoft Excel in your own.

If you know how to build a model in Excel, and if you know how to write VBA, you don’t need to buy an expensive off the shelf CRM, rather, build your own. Sure, it is a of of work, but what does that have to do with it.

A side product of building your won CRM in Microsoft Excel is this, you will actually imporove your Excel modeling skills along the way.

If you want to get free help with your Excel vba questions we are here to help. Visit our sister site, VBAExpress.Com, and go to the Excel help forum, and we will ask the questions you post, to help you to make your custom CRM a success.


What is a CRM?


Wikipedia says, “One important aspect of the Customer relationship management, processes implemented to manage a company’s interactions with customers and prospects approach is the systems of CRM that compile data from a range of different communication channels, including a company’s website, telephone, email, live chat, marketing materials, and more recently, social media.[2] Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs. However, adopting the CRM approach may also occasionally lead to favoritism within an audience of consumers, resulting in dissatisfaction among customers and defeating the purpose of CRM.”


If you would like a free Excel CRM, please read below.


Free Excel CRM Template – Analyze Your Business Relationship

If you’re a business owner or manager facing difficulties managing your company’s relationships and interactions with your potential and current customers, then you should consider using an Excel template for customer relationship management. With this type of Excel template, you can efficiently gather customer data from various sources, both within and outside your business, to measure the effectiveness of your customer communication with the aim of improving your marketing and sales performance, says Excel Quant, Excel Quant – Make your business easy with excel.


If you would like to read the full post, please click here.


Could Your Company Benefit from a Custom CRM?

Are you ready to be rid of repetitive data entry? Do you want to learn more about VBA macros? Are you interested in a custom CRM designed by our dedicated team? Contact Excel Consultant today! We offer a wide array of Microsoft consulting, programming, training and Power BI services.





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