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CRM BASED SALES PLANNING SYSTEM

INTRODUCTION

* TODAY'S MOST SUCCESSFUL SALES TEAMS


LEVERAGE THE POWER OF
CYCLES.

CRM SYSTEMS TO

ELIMINATE BOTTLENECKS WHILE CLOSING SALES

* CRM SOLUTIONS CAN IMPROVE YOUR SALES TACTICS, AUGMENT YOUR CUSTOMER SERVICE,
AND EDIFY MANAGERS IN REGARDS TO LEVERAGING THEIR RESOURCES.

DISADVANTAGES OF EXISTING SYSTEM :


require additional work inputting data dehumanize a process that should be personal

require continuous maintenance


information updating

system upgrading
costly and difficult to integrate with other management information systems.

PROPOSED SYSTEM:
CRM

is an ENTERPRISE WIDE CORPORATE STRATEGY for presenting a single face, sometimes called a unified marketing message, to the customer

It responds to issues relating to sharing customer data and providing a seamless contact and fulfillment experience for the customer

CRM SOLUTIONS FACILITATE (PROS) :

Efficient handling Effective responses to and convenient Searchable storage of these inquiries

CRM is an entity-wide implementation of a central data repository of customer information utilized by sales, marketing, customer service/support, accounting, etc

MODULE DESCRIPTION :
Quotation to the Company In this module the user can send his details along the product which he wants to buy for a quotation. Employee Enrollment In this module the sales person and the admin can get registered in order to get the authentication to use this application. Sales Person Schedule Report The sales Person can report the schedule status to the admin whether the schedule is completed or pending.

Admin Product Details Admin can add, edit and delete the product details of the company through this module. Employee Modules The employee details are managed under this module such as adding the new employee, deleting the existing employee and updating the employee information. Schedule Details The scheduling operations are carried down under this module that is allotting a schedule to the sales person, canceling the schedule and updating the schedule status.

DFD Level 0 :

Customer

CRM Based Sales

Customer and Sales Details

DFD Level 1 :

Customer

CRM Customer Details

Admin

Sales Allocation

Sales Person

Sales Details

Sales Report

DFD Level 1
View Product Details Product details Customer Details

Managing Product Details

Customer
Quotation

Ask for quotation Admin

Schedule Details

Employee Details View Company Details Managing Employee Details Sales Person
Meeting Customer Schedule Status Reporting

Managing Schedule detail

Scheduled Appointments

Sequence Diagrams : 1. Customer Sequence :-

CRM website Customer Visiting Website

Customer Details

Request Quotation

Admin Sequence :-

Admin

Sales Application Login

Sales Application

Manage information

Login

Get Authorised

Managing process

Not Authorised

Login Failed

HARDWARE ENVIRONMENT :
Processor Clock speed RAM HDD FDD CD Drive Pointing device Keyboard Peripherals

: Intel Pentium IV : 1.8 GHz : 256 MB : 80 GB : 1.44 MB : 52x Reader : Scroll Mouse : 101 Standard Key-board : Printer

SOFTWARE ENVIRONMENT
System

Architecture : Core Language : Operating System : Database : Web Server : information services 5.0

DOT NET ASP.NET,C# Windows Xp SQL Server 2000 Internet