Customer relationship
sales management system
Student Krithika P
Guide Khanna Nehemaih
Abstraction
Customer relationship management (CRM) is a system for managing a company's interactions with current and
future customers.
It often involves using technology to organize, automate, and synchronize sales.
Company employee must keep track of current and future customers to synchronize sales.
Manually it is not possible for the employee to keep records of all the leads.
Customer Relationship Management System helps to keep track of number of leads converted by the employee.
This System helps to manage sales.
Abstraction continued...
The next generation CRM allows you to easily capture information during or after meetings and
carry your sales data with you everywhere you go.
Relationship management is a customer-oriented feature with service response based on
customer input, one-to-one solutions to customer’s requirements, direct online communications
with customer and customer service centers that help customers solve their issues.
By streamlining your contacts and sales into a simple, mobile workflow, Base CRM makes
growing your business easy.Manage your contacts, track sales, log calls or create tasks all from
your Android phone or tablet.
Abstraction continued...
CRM in developing and maintaining client relationships
Increasingly CRM is expanding outside of the core sales and
marketing areas and systems are available that incorporate
support and finance data also into the CRM view that a user
gets, enabling a wider holistic view of a customer from one
screen for a user.
Customer relationship management systems track and
measure marketing campaigns over multiple networks. These
systems can track customer analysis by customer clicks and
sales.
Existing System
Problem with current
scenario
Familiarity
Lack of Research Time
Existing Integrations
New Subscription or Software Costs
Data Migration
PROPOSED SYSTEM
Our best in class android CRM apps allow you to add tasks, view
contact details, log calls, or catch up on the status of a project from
anywhere. We have native mobile applications, as well a website
specifically designed for mobile devices
With access to recently viewed contacts, deals and upcoming
tasks, dashboard helps you increase sales and track, tag and
convert more leads. You can also change your app settings from the
dashboard
Manage Contacts
Access contact data exactly when you need it with the Android
CRM app. Add tags, change lead scores, write notes and check
tasks related to your contacts, directly from your mobile device.
Track Deals
Move relevant milestones, check ongoing deals, and get a clear,
real-time picture of your business process with your leads,
directly from the Android CRM app.
Employee may search company by area.
Employee may Email as well as SMS their contacts
OBJECTIVES AND SCOPE
OF PROPOSED WORK
To simplify marketing and sales process
To make sales executive more efficient in managing customer
To increase customer revenue and discover new customers
To provide better customer service
To cross sell product more effectively
This crm system can be used by both manager and employees of
organization who are involved with customer relationship can
be highly benefitted by this system which aides monitoring and
following up the sales at hand.
SOLUTION METHODOLOGY
Admin will add new employee by filling employee details and will provide identity number and password to
the employee to access the system.
Admin can edit employee details.
Admin can view number of leads converted by employee as well as profit and loss amount of the employee.
When employee login to the system he will get email about the meetings that is going to be held on next day
with the lead.
User will be redirected to dashboard where he will get to know about number of leads he had converted and
number of leads he had not converted.
User will also get to know about profit and loss amount in the dashboard, based on number of leads he had
converted.
User can register lead by filling the details of the customers.
User will be redirected to next page where he will convert the lead if the customer is going to be confirmed.
At final stage user will confirm the lead by clicking on yes or no button.
Employee can fix meeting with customer by specifying the meeting topic and description about the meeting.
User can view meeting that is going to be held. User can also view the topic and description about the
meeting.
User can send SMS and E-mail to the customers.
Hardware and Software Requirements
Hardware Components:
Processor – i3
Hard Disk – 5 GB
Memory – 1GB RAM
Android Phone
Software Requirements:
Windows and above.
Sql 2008
Visual studio 2010
Android Sdk
Database Tables
Admin Use case diagram
Use Case Diagram
Employee use case Diagram
Entity-Relationship Diagram
Context Level DFD
Admin Level DFD
User Level DFD
CONCLUSION AND FUTURE
WORK
This system ensures that all the interactions of the each sales personnel is monitored and at the same time facilitate the sales
executives to effectively manage their relationship by organizing their meetings and follow-ups with their prospective customer.
Since the system acts as a personal assistant in managing contacts and meetings, sales persons are effectively assisted to contact their
leads.
This system has a wide space to move further, many add-ons to the system like including more details of sales, adding more
functionality to groom the communications are quite possible. Automatic mail and sms to the customer on stipulated time and
recording the voice communications to the customers for quality purposes may provide more sophisticated processes to provide
solution to the changing shapes of business.
REFERENCES
[1]. Bohling, T., Bowman, D., LaVallc, S., Mittal, V., Narayandas, D.,
Ramani, G., & Varadarajan, R. (2006). CRM implementation: Effectiveness
issues and insights. Journal of Service Research, 9(2), 184–194.
[2]. Bose, R. (2002). Customer relationship management: Key components
for IT success. Industrial Management & Data Systems, 102, 89–97.
[3]. Jayachandran, S., Sharma, S., Kaufman, P., & Raman, P. (2005). The role
of relational information processes and technology use in customer
relationship management. Journal of Marketing, Vol. 69(4), 177–192.
[4]. Kumar, V., & Reinartz, W. J. (2006). Customer relationship
management A databased approach. nj: John Wiley & Sons.
Thank You!
