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Comprehensive CRM SQL Project Overview

This intermediate presentation summarizes the proposed CRM system. The existing system only allows for basic customer and service management and reporting. The proposed system combines customer, service, and accessory stock management, and allows staff details and allocations to be managed effectively. It can be used as a complete service center management software. The project will develop a Windows application using .NET and SQL Server to manage customer information, service records, spare parts stock, billing, and comprehensive reporting. Modules include administration, customer, service, and reports functions.

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Rejy M Sebastian
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51 views36 pages

Comprehensive CRM SQL Project Overview

This intermediate presentation summarizes the proposed CRM system. The existing system only allows for basic customer and service management and reporting. The proposed system combines customer, service, and accessory stock management, and allows staff details and allocations to be managed effectively. It can be used as a complete service center management software. The project will develop a Windows application using .NET and SQL Server to manage customer information, service records, spare parts stock, billing, and comprehensive reporting. Modules include administration, customer, service, and reports functions.

Uploaded by

Rejy M Sebastian
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd

INTERMEDIATE PRESENTATION OF

CRM

CRM
Customer Relationship Management
Coordinator Project Guide : Smt. Haripriya : Sri. Ansar H

Group Members : Jiddu J Pradeep Rejy M S Sarathkumar. J Sreekumar.N

Existing System
Existing CRM consist of customer and service management with general reporting only.

It cannot be used as an all in one application for an


authorized service center

Proposed System
Proposed system is a combination of customer

and service management with Accessories stock


management. Also staff details and allocations are managed in an effective manner. Overall it can be used as a complete service centre management software.

SPECIFIC REQUIREMENTS
Hardware Specifications
Processor: P4 or Later RAM: 512 MB or more Hard drive: 340 MB or more free space

Software Specifications
Operating System: Windows XP or advanced Database: Microsoft SQL server Platform: .NET 3.5 using C# Browser: Internet explorer 7, Firefox, Chrome

Abstract
The project CRM aims in developing a windows

application capable of executing the routine jobs as well as


data management like a multi purpose equipment. The project will manage the customer information and records service details of the computers computer spare parts stock management billing options and complete report management.

abstract
The system will be developed using the .NET

Technology in Visual Studio 2008 or later with MS SQL as its backend thereby providing a secure and efficient

database management.

MODULE DETAILS

Admin Module Create and edit Users Manage Application Settings Manage Stock Details

Customer Module Register a new customer Manage customer details

Service Module New service registration Service personnel allocation After-service report entry

Report Module Daily report

Monthly report
Annually report Accounting reports

SYSTEM ANALYSIS AND DESIGN

DATA FLOW DIAGRAM

The data flow diagram is a way of expressing system requirements in a graphical form .This led to the modular design. A DFD is also known as bubble sort has the purpose of clarifying system requirements and identifying system requirements and identifying major transformation that will become program in the system design.

Level 0 DFD

User

CRM

End User

Level 1 DFD
Admin Level
AccountTB

Admin

A. Staff Details

StaffTB

Login Process

Login Success

CRM

B. Product Details

ProductTB

Level 1 DFD
User Level (Staff)
AccountTB

User

A. Service Management

Login Process

Login Success

CRM

ServiceRegisterTB

B. Report Generation

Level 2 DFD
Admin Level
Staff Details
A.1. Add Staff

Admin

A. Staff Details

A.2. Delete Staff

StaffTB

A.3. Update Staff

Product Details
B.1. Add Product

Admin

B. Product Details

B.2. Delete Product

ProductTB
Pid, Category

B.3. Update Product

ProductTypeTB

Level 2 DFD
User Level
Service Management
A.1. Add New Registration

User

A. Service Management

A.2. Service Personal Allocation

ServiceRegisterTB

A.3. After Service Report Entry

Report Generation
B.1. Daily Report

User

B. Report Generation

B.2. Monthly Report

ServiceRegisterTB

B.3. Annually Report

ENTITY RELATIONSHIP DIAGRAM

Interpretation
Entity

Exactly 1 (Mandatory One)

Entity

1 or more (Mandatory Many)

Entity

0 or 1 (Optional One)

Entity

0 or more (Optional Many)

CRM [1:1] Products Management [1:M] Assign Category [M:M] Product Type

Admin

Products

Creating Staff Details [1:M]

Staff

Service Management [1:M]

Service Register

[1:M] Generate Reports

Reports

SCREEN SHOTS.

Login Form

Home Page

Add User Form

View User Page

Add Product Details Form

Component Billing Form

Change Password Form

New Service Registration Form

Service Registration Allocation Form

After Service Report Form

Master Page Form

Thank you

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