Bus 155

Topics: Spreadsheet, Mail, Pivot table Pages: 2 (658 words) Published: February 26, 2013
2. Fact Pattern: Question 2:
You own your own small party supply and rental business. You maintain an Excel list of potential customers and clients who have rented or purchased from you in the past two years. The list includes both physical mailing addresses and e-mail addresses for each person listed. You have a “category“ code to show whether the contact is a client. If they have done business with you, they show a code of “CUST” for customer. If they are potential customers who have not yet purchased or rented from you, they are coded as “PROS” for prospect.  

You want to grow your business, and feel the best way to do this is to solicit business from customers who show a physical address in the same zip code as your business location. Respond fully to the following questions regarding this task:  

A - (TCO 4) Explain how you will use Excel to find in your list the people you are targeting for new business. Be specific.

Assuming that the excel list has a column labeled “Customer Category” and a column labeled “Zip Code”, I would first adjust the entire list so as to apply filters, using the “filter” function from the “Sort and Filter” category. I would then first apply in the “Customer Category” column to select on the values “PROS”. This would show only the potential customer list. I would then go to the “Zip Code” column, and apply a filter for the zip code choosing the specific zip code of interest, and this would give me the list of potential clients located within the stores location.

B - (TCO 8) You want to send a letter to each person on your list from Part A of this question. You have a nice form letter that you have used in the past. Explain how you might personalize the letter by adding your customer names.

If the list was of less than 10 potential clients, I would modify each letter individually, by adding the customers mailing information for each. But if it was a list of, say over 100, I would use the “Mail Merge” function in MSWord...
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