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CRM Srs

The existing system for client management is done manually through notes and calls, which wastes time and money. The proposed new system will allow clients to be notified of their status and meeting schedules via email and SMS. It will also allow clients to view their payment records and project details online. The new CRM system aims to develop long-term customer relationships and loyalty by determining prospects, converting prospects to customers, and turning customers into advocates for the company. It needs to have features like easy data import, intuitive use, flexibility, good reporting, and a positive impact on customer satisfaction. The required hardware is a server with at least an i3 processor, 50GB hard disk and 250MB RAM and the client side needs the same.

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akshay rathod
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178 views

CRM Srs

The existing system for client management is done manually through notes and calls, which wastes time and money. The proposed new system will allow clients to be notified of their status and meeting schedules via email and SMS. It will also allow clients to view their payment records and project details online. The new CRM system aims to develop long-term customer relationships and loyalty by determining prospects, converting prospects to customers, and turning customers into advocates for the company. It needs to have features like easy data import, intuitive use, flexibility, good reporting, and a positive impact on customer satisfaction. The required hardware is a server with at least an i3 processor, 50GB hard disk and 250MB RAM and the client side needs the same.

Uploaded by

akshay rathod
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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3.

1 EXISTING SYSTEM
There are not any existing systems for client side. So all the
work are handle manually and have to be noted down in some
register and also taking care of that documentation. They are
arranged meeting by call and if any update occurred then again call
the client and update meeting schedule, its wasting time and as well
as money also and also the disturb the valuable clients.

WHY THIS SYSTEM ?


To overcome over problems they are thinking to create such a
system for the client as well as Company use. In which we can silently
telling the customer about their status and meeting schedule by
mailing and sms. And they can also trace their payment and project
detail. By this system company having the lots of advantages by
having a bulk year records and all the data together.

3.2 PURPOSE OF THE SYSTEM


The CRM is a new technique in marketing and management
where the owner tries to develop long term relationship with the
clients and customers to develop them as life time customers. CRM
aims to make the customer climb up the ladder of loyalty.

The company first tries to determine who are likely prospects


i.e. the people who have a strong potential interest in the product and
ability to pay for it. The company hopes to convert many of its
qualified prospects into first time customers into lifetime clients. They
are those people who buy only from the company in the relevant
product categories. The next challenge for the company is to convert
this client into advocates. Advocates are those clients who praise the
company and encourage others to buy from it.
Our purpose is to fulfill the following activities:

Client Solutions
2. Project Management
3. Quotations
4. Suggestion
5. Lead time management
6. on line tracking for particular project
7. On line payment detail
8. Reports by daily Emails / sms with status

3.1.1 featuers of the new systems


1 INPUT

Administrator/ Business Developer:


User Login
Client Contact Detail
Client Profile
Meeting Detail
Lead Detail
Project Detail
Payment Detail
Target Detail Reports
Client:

Contact Detail
Profile Detail
Meeting Detail
5.2 OUTPUT

Administrator / Business Developer:


User Detail
Search options
Client Contact Detail
Client Profile Detail
Meeting Detail
Lead Detail
Project Detail
Payment Detail
Target Detail
Generate Reports

Client:
His Contact Detail
His Profile Detail
His Meeting Detail

3.1.2 user characteristics

1. Easy intergration
Your CRM of choice should not require you to put in a lot of work
upfront. A good CRM is a CRM which lets you quickly and easily
import data from existing databases. Instead of wasting time copying
info from various sources by hand, you should be able to get straight to
business and put you CRM to good use right off the bat.
2. Ease of use
Even the best CRM system is useless if your employees don't know how
to use it. When deciding between CRM solutions make sure that the one
you pick is easy to use, has an intuitive interface, ample documentation
and good user support. The time spent training your employees to use
your CRM should be as short as possible - after all, the whole point of
having a CRM is increasing efficiency, rather than wasting time.
3. Adaptability
If you're thinking about getting a CRM, you are also obviously planning
to grow your business. This is why you should make sure that whichever
CRM you choose is easily adaptable to your future needs. A good CRM
doesn't just fit your company's current needs, but also has the potential to
grow with you: it should include multiple modules, features and
possibilites for integration.
4. Positive impact on customer satisfaction
At the heart of every CRM, as the name obviously suggests, is
mantaining positive customer relationships. This is why a good CRM is
more than just a complicated address book - it should let you and your
employess see a comprehensive customer profile. A CRM should also
enable you to easily answer customer questions and offer them relevant
services. This way a CRM not only makes you appear more professional,
but also positively affects your revenue.
5. Easy reporting & overviews
Watching your buisness grow is not just fun, but also a key part of
planning for the future. A good CRM should let you analyze customer &
employee activites and use the information for the benefit of your
company. This is why the CRM you choose should have reporting and
tracking features.

3.1.3 hardware and software requirements

 Hardware requirements

Server side requirements


processor I3 or above
harddisk 50 gb or above
ram 250 mb
network Upto 1 mbps

Client side requirements


Processor I3 or above

Harddisk 50 gb or above

Ram 250 mb

Network Upto 1 mbps

 Software requirements
Operating system
User interface
Client side seripting
server side seripting
ide
database
Server deployment

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