Crystal Clear Consulting

Excel and SQL solutions for Micros and SMEs.

Excel consultancy for Micros and SMEs. Ditch the paper with an accounting and invoicing spreadsheet or manage your stock or your clients more effectively with a bespoke Excel solution. Integrate with SQL databases, SAGE, or web based tools.

If you are facing a business challenge and you don't know the best way forward, a let me take a look and see if we can tech our way out of it. Stock management, production planning, CRM, job tracking and document production - you don't need to spend a fortune on bespoke software when you have Excel in house already.

 

 

About me

With over 18 years of experience working in technical, business analyst and project management roles in IT, I love to bridge the gap between tech and real people – translating your business needs into bespoke, low cost solutions using the power of MS Excel. With many years experience working with MS SQL, the ability to interrogate your existing databases is also at hand and this data can be brought into Excel and manipulated easily to provide you with the business intelligence you need. 

 

About you

I work primarily with micros and SMEs in Somerset and Dorset who are starting out or are keen to grow.

Are you looking to grow your business but without a significant outlay on a piece of off the shelf software? The sheer range of systems available online these days means many hours of analysis of infinite variations of similar functionality, and it can be hard to prioritise your requirements or reach a compromise with what is being offered.

 

Using a low cost solution using MS Office applications that you already own means no big outlay on software and a bespoke approach to your business means you get exactly the solution you need, which will be fully customisable into the future as your business continues to grow. 

Growing your business also means getting data together so you can understand what your strengths are and how to build on them. Together we can extract powerful data from your existing systems and use that to take your business to the next level.

Recent projects

DSD Tyres

Stock management system – Excel

  • Instant access to stock levels
  • Available offline and on the move
  • Fully maintainable product list
  • Ability to enter stock movements in or out
  • Fully automated calculations – no user interaction required
  • Scope for future reporting based on product or client

Arbonne

CRM system – Excel

  • Easy to use, small scale CRM tool
  • Recording of client contact details
  • Tracking client contacts and level of interest
  • Reporting on efficiency of contact methods

Go Demand

CRM Customisation

  • Customising ZOHO CRM modules to deliver bespoke experience for each client
  • Tailored HTML email templates to deliver lead information to clients
  • Integration with other systems
  • Reporting and Management Information

The Rustic Merchant

Product revamp, content refresh and SEO

  • Project to improve product sales
  • Analysis of existing clients and orders
  • Bulk updating product descriptions and meta data to improve google visibility
  • Refreshing web content
  • Consulting on new and alternative communication channels

Contact me

Everything I do is completely bespoke so I’d love to hear from you to find out more about the challenges your business is facing. With extensive IT experience and a great network of geek friends locally and nationally, if I can’t help you, chances are I know someone who can!