Cold Call tracking

Cold Call tracking

Closed - This job posting has been filled and work has been completed.

Job Description

I have another thing i need designed, and unfortunately i do not have a big budget for this.

The secretary of state in VT publishes exports of the status of corporations in VT. They publish a few separate databases as you can see here : http://www.sec.state.vt.us/seek/download.htm

Each database is published i think weekly. I need all of the databases except for UCC, trade names and Telemarketers.


Here is what i have in mind. I need to be able to do cold calling and be able to keep track of information about a call (such as lead status, contact name, call details, phone number and so forth).

What i need is for a system based on SQL (either Mysql if a separate app will be made, or MSSQL if Access will be used as the front end) that will automaticly download the databases, import them into a table ()one table for each type) which will add new records and update existing records.

I then need a front end system that will allow multiple people (at-least Me + 1 more guy) to go in and basically make reports of calls to make. We need to be able to narrow down our call list based on one or more search patterns (Status of the corporation, last call status, City, Zip code, Parts of a phone number (the PH field may need to be made), Rather is is a domestic or Foreign entity, and a search string for business description), Corporation Type (LLC, corp, LLP, etc.), Corp record #, etc.

From here once we give search information we need to be able to get information about the corporate in a fairly easy to read format. We will go through one screen at a time (aka one company a a time) and call the customer. We may need to search for a phone number manually to add to the database. Once we clal the customer we need to be able to put information in about the call. Some things we may want to put in is what merchant type they are (Retail, wireless, MOTO, Internet), The lead status ( Blank, Left Message, Declined, appointment, Dead, closed, etc..). We will need to also be able to add call notes for each time we call so we can keep track the discussions and any questions to be asked.


Basically i am looking for a very on the cheap system that is used for to keep track of cold calling and auto import the records. I am happy to use any frontend needed and like i said, i can have a MYSQL or MSSQL server available depending on how it is to be made.

If something other than access is used, i need to have a basic security login model point in place with two access levels (admin ]can add and delete users and do everything], user [can do everything but manage the users]). I am not looking for any coding to be in a funky language o need to special compile to modify such as ASP or C.

Please send me your offer.

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Skills: import