Hello everyone!
I am a Sales Manager for a small team of industrial sales(inside & outside). I'm new to programming and software development(I know essentially zero) and I'd like to gauge the time frame to make a program from scratch.
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TL;DR – I'm playing with the idea of developing a "All in one" suite of sales tools for my company. CRM, Quotes, PO's, Automatic Forms, Inventory tracking etc. etc. Similar to QuickBooks or InfoFlo but with more options and the ability to customize and add more features later on. I've got about 2-3 years until we would need it up and running and I'm curious if that is a realistic time frame for someone with a little programming experience, and practically zero software developing experience to create something like this. Initially it would be for internal use only so it wouldn't need to be publishing ready or secure for anything like that.
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The company is growing fast and I am looking to the future on how I will be managing the team.
Currently I utilize a lot of Google Docs for our sales tools but as we keep expanding I'm going to run into the issue where we can't all be on the same form at the same time. With some self teaching and help from r/googlesheets I've been able to create some quality of life Google Sheets for my team that has increased our efficiency.
The first form I made was a shared "PO Form" Google Sheet that uses Data Validation drop down list to pull saved data from three other sheets(Billing, Shipping & Vendor). My accounting department requires this form to be filled out when we send them PO's and it has customer info, where it's shipping to, vendors we are using and their individual shipping instructions etc. Previously they had sent out a excel sheet with fields to fill out. We process multiple PO's a day so after the first month I was tired of re-entering information I'd had just entered the week prior. So I created the Google Doc that allows you to save customer/vendor info for repeat use.
The other day to day document that we use, is what I call "Task & Reports". Again it is a shared Google Sheet that lets my sales team enter quotes, POs or miscellaneous task they are working on with information like customer(data validation that pulls from our current customer list so the names are uniform), quote number, priority level and notes. I've also set it up so that when the date they start a task on and the priority level is entered, a SWITCH formula automatically tells them when this task should be completed by depending on the priority level chosen. They've got check boxes to mark completion. If a task is a PO then new fields appear for them to enter the sales data(cost/sale/margin etc) which is then sent to another sheet via IMPORTRANGE so I can track our sales. Accounting can do the same but they often look at BILLED vs BOOKED sales and I just want to see it quickly at a glance without asking them to run a report from their QuickBooks.
So these Google Sheets aren't just shared excels. I've set them up as functional sales tools for my team but I can see it becoming an issue as we grow. Currently I have up to 5 people accessing these at the same time. On top of that I'm constantly working on multiple new tools. We just took inventory and I plan on having a Google Sheet that everyone can view but only the Warehouse can edit. It will be simple but going forward when I've got 10+ people trying to access, edit or run complex formulas I don't want our productivity slowed because our systems can't handle the amount of people.
The only stand alone program we use currently is QuickBooks Desktop for quotes, part numbers and storing customer info. My accounting & HR departments also use their own Quickbooks on a separate server and they really utilize all the features of QuickBooks. Where myself and the sales team just use if primarily for building quotes. I mention this because I would eventually like to add in features that Accounting or HR could use but for now they are fine with QuickBooks and it does a lot of stuff they need, but my sales team doesn't.
I would like to create a suite of tools that my team could use. I'm essentially looking to develop a program that they open every morning and has all of the above mentioned tools, and then some, at their fingertips. Similar to how QuickBooks works for my accounting department, but more sales oriented. I recently ran across InfoFlo and I'll probably test it out to see if it meets all my needs. But honestly I also like the idea of creating something like this that way I can customize and add on features/tools later. My grand design would be that when anyone in the company logs on, the program determines which department they are in and they see a different set of tools/forms etc. But this can be much later. In a 2-3 year time span, I would like to develop an internal use program with all the sale tools my team needs with the ability to add more later. Is this kind of thing realistic?
Just a little relevant background; I have some programming experience. I would classify myself a novice. I've recently started on Free-Code Camp but prior to that my only "coding" experience would be simple things like Google Sheets. I did take Computer Programming in high school and I think the most complicated thing I made was a cannon that shot a projectile at a target and then made a noise and changed the targets color(all in 2D). As far as software development. I would say I have zero experience.
Alternatively, are their any template programs out there that I could use to create a program like this?
Looking forward to any feedback.
Thanks for your time.
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