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Universal Marketing Group

Call Center Integrates FileMaker Pro

Universal Marketing Group

‘We needed a new system and we risked losing some of our biggest clients if we couldn’t get our new database running within days. DB Services immediately came to the rescue and managed the project that provided us the entire custom database in only 17 DAYS. This achievement made an immediate positive impact to our business.’

Steven Horst, Managing Partner

The Challenge

Faced with client integration deadlines, they needed their FileMaker Pro database integrated with their PBX. UMG had three weeks to integrate the system or risk it all.

The challenge was daunting: DB Services was to lead the project team to fix a vast database being used 24 hours a day.

The Solution

Working on-site with a team of developers, DB Services helped integrate FileMaker with their PBX system and programmed FileMaker to gather call information in real-time. This means the inbound phone calls were now handled by FileMaker to gather each caller’s information. We also consolidated 20 databases down into one file.

Most importantly, the system was delivered on time and is set up for future growth.

The Results

The new system allows them to glean powerful information from reports much faster and with less effort. They also didn’t lose any clients.


Need help integrating FileMaker with another system? Whether it's another internal system or a 3rd party system, contact DB Services and we'll help you integrate quickly and effectively. 

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"We were actually able to add more features than we thought would be possible within our budget. We always experienced a ‘can do’ attitude and DB Services was incredibly patient and easy to work with."
Courtney Hartman
Art Director
"The new FileMaker custom website interface is very user-friendly and easy to follow for our clients. In addition, it is much faster than the old Instant Web Publishing (IWP) interface. Thank you and all the others who have helped us out at DB Services. I am very grateful for the excellent service you provide us. Its nice to know we can call you for help if we have an issue."
Wayne Capek
President
"We needed a solution that would simplify the administration of our responsibilities under our contract with the State of Indiana. We have seen a dramatic increase across the state in the number of potential foster and adoptive parents that have begun the preparation and training process. This increase has resulted in a significant opportunity for children available for adoption. That’s a big win for everyone! And it’s all because we can refer potential parents to the proper state contacts efficiently and quickly."
Chris Morrison
Executive Director
"Thank you for all of your expertise and valuable help. I am so grateful to have found DB Services."
Linda Findlay
Owner
"Thank you for our new database system. We transitioned from a carbon copy paper based system to a digital database. The software has saved us time and money. We used to archive all our jobs in cabinets, now we can look up a job in seconds from anywhere. The software allows us to easily email estimates to our customers in pdf format. In a year there was a return on investment just from eliminating the purchasing of our carbon forms."
Todd Cartmel
Owner
"The new system allows us to create and track jobs for customers along with inventory, something we had been doing with separate word and spreadsheet files. Because it’s now so intuitive, new staff members are able to begin using the database immediately without our usual training session and ‘cheat sheets’ for getting around within the file."
Tom Andrews
President