I have a two-page word document outlining all of the specifics, but here's the general idea:
I need a database that will allow me to track the marketing efforts to people getting married to sell them wedding announcements. All of the data that I get for the leads comes in the form of excel spreadsheets and many leads are duplicated as many brides attend several events where their contact information is collected.
Therefore, we require a system that allows us to import excel spreadsheets and combine them (or eliminate duplicates) so that we end up with a database that tracks each bride, her contact information, what wedding shows she has attended, whether or not we've sent her an email or a text, sent her a sample packet, etc.
The database also needs to communicate with our appointment calendar (preferably google calendar) to record whether or not each bride already has an appointment with us.
We will also require reporting capabilities based on various data points. For instance, we may want to pull a report of all brides who are getting married in August, who have received and email, a text and a sample packet, but have not yet scheduled an appointment with us. We need to be able to export that report into an excel spreadsheet.
Please see attached word document.