VetIndex Ltd, Bath UK
Claris FileMaker CRM & Sales Management Solution
VetIndex Ltd are specialist publishers serving the UK’s Veterinary sector with a range of services including Practice Newsletters, Online Continuous Professional Development Courses and the publication of the UK’s only A-Z directory of veterinary products, supplies and services. The entire operation is run on a centralised Claris FileMaker Pro ERP solution that we have been supporting for over a decade.
VetIndex often mail out information to veterinary practices stored on their Claris FileMaker CRM database. The problem was that the searches were taking too long as they required that Simon and his team laboriously research then build up the practice lists from a series of postcodes that more or less corresponded to the targetted area.
Our solution was to hook their Claris FileMaker CRM database into the GoogleMaps API and write code to automatically return the longitude and latitude of postcodes stored against all of the veterinary practices. This in turn enabled VetIndex to isolate practices that were located within the stipulated radius of a given postcode’s longitude and latitude. The code included an intuitive Wizard that prompted Simon and his team for the starting postcode and the size of the radius [in miles] out from that point.
OUTCOME The resulting map and list [as per example] clearly illustrates the relevant practices which once checked could be output as letters and/or emails directly from FileMaker or exported out as a .csv file for use in third party apps such as ‘MailChimp.’
Jargon Buster: CRM is short for ‘Customer Relationship Management’ and describes the process of managing interactions with past, current and potential customers. Claris FileMaker Server 19 file encryption meets GDPR requirements for secure storage of personal details in the cloud. [our commitment to GDPR]
ERP is short for ‘Enterprise Resource Planning’ and describes software solutions (apps) that are designed specifically to emulate an organisation’s business processes via screens that can be used to collect, store, manage, and interpret data. Our FileMaker ERP Template delivers a solid foundation onto which to build customer requirements. It is fully compliant with both WebDirect & FileMaker Pro and includes a basic CRM & document manager; User Audits; Administrative screens for managing user access and an elegant user interface.