question that may be more theory at this point

by jmidas
4 replies
Hi all, I am wondering if there would be a solution for this problem:

I have a company that sends business/leads to one of my sales people. The company enters the customer's info into their database on line (not sure what the data base is yet). Then they want to pass the same exact info to my sales person - who needs to enter into her database - on totally different servers.

Is there any kind of solution/script that would allow the company to enter the info into their system and for that info to be populated/sent into her database? Right now, they send the info via email to her and she needs to manually enter the info into her database. Just wondering if there is anything that could automate some or all of this.

Any ideas out there? Right now I am just looking to see if it can even be done, and if so, what questions I need to ask to make it work. If it can be done, then we'll want to outsource this to someone.

Thanks.
#point #question #theory
  • Profile picture of the author n7 Studios
    Yes, there are a few ways you can do this.

    1. Populate both databases at the point of customer info data entry online.
    2. Obtain read access to the specific part of the company database and have a script duplicate the data to your salesperson's database.
    3. Run a script that parses incoming emails with customer data and stores it into your salesperson's database.

    (1) and (2) require co-operation with the company, and security considerations are a must - such as database access, sensitive data and cross server connections

    (3) doesn't require as much co-operation and security consideration, but is probably more difficult to do, because emails aren't structured in their data within the body text.

    When you come to do this project, your brief will need to have researched what database software yourself and the company are using, along with tech details (at a minimum). This will allow people you outsource to the ability to understand the system and provide the solution.
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    • Profile picture of the author jmidas
      Thanks N7 Studios.

      I would think that the option 3 is the way we would need to do this.

      If we need to go this route, would you be a source for us to have it done?
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  • Profile picture of the author n7 Studios
    You could also consider seeing if the company would fill out a short form instead of sending an email, or perhaps they have an option from their system to export their data as a CSV (comma seperated values) or tab deliminated file.

    I may be able to help, but it depends when you're looking to have the work done - I have a few projects lined up already.
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    • Profile picture of the author jmidas
      I think the solution - if any - will involve the company doing as little as possible. My first thought was just to get them to fill out some form we give them, but they seem resistant to anything that involves extra effort on their part.

      I am not sure of the time line - not for a little while I think. I would guess not for 3-4 weeks at the earliest.

      Thansk.
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