Hi!
I have been assigned to develop a CRM (Customer Relationship Management) Web application using the following: Visual Studio 2005, C# 2.0, ASP .NET 2.0, and SQL Server 2005.
What are the dos and don’ts with respect to making the application a truly enterprise-wide system?
Here’s a brief synopsis of the application:
Customer Relationship Management (CRM) is an enterprise-wide software application that allows companies to manage every aspect of their relationship with a customer. The aim of this system is to assist in building lasting customer relationships. Customer information acquired from sales, marketing, customer service, and support is captured and stored in a centralized database. The system may provide data-mining facilities that support an opportunity management system. It may also be integrated with other systems such as accounting and manufacturing for a truly enterprise-wide system with thousands of users.
Upon startup of CRM's GUI is Logon Dialog, which allows you to set initial CRM preferences and enter authentication information to log onto the local database or remote server.
Opportunity Dialog appears after logging on, showing the opportunities that are valid for the sales person, offering a way to enter a new opportunity into CRM, which is used to populate the Main Window whose menu bar include Opportunity Tab Panel, Activities Tab Panel, Forecast Tab Panel, Customer Tab Panel, Quotes Tab Panel, Order Tab Panel, and Contacts Tab Panel.
Customer Admin Dialog allows you to define and maintain Customer information.
Group Admin Dialog lets you to define and maintain User Groups.
User Admin Dialog enables you to maintain the list of Users or Sales People in CRM and change a User's password.
Sync Dialog is to synchronize the desktop and the remote CRM server.
Sales Funnel Dialog shows the status of all of the Opportunities.
Chat Client lets you see currently online CRM users to strike up an online conversation.
Help Dialog will allow users to view CRM information in an online mechanism.