Download 19F-0994 19F-0948 SRE Vision Document 1

Vision Document
CS309-Object Oriented Analysis & Design
Course Instructor
Dr. Khubaib Amjad Alam
Lab Instructor
Submitted By
19F-0948 Umair Akram
19F-0994 Muhammad Rizwan
Date
Tuesday, December 8, 2020
Fall 2020
Department of Computer Science
FAST – National University of Computer & Emerging Sciences
Chiniot-Faisalabad Campus
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Table of Contents
1 Document Version ..................................................................................................................................... 3
2 Introduction ................................................................................................................................................ 4
2.1 Purpose................................................................................................................................................ 4
2.2 Purpose of system ............................................................................................................................... 4
2.3 Scope ................................................................................................................................................... 4
2.4 Definitions, Acronyms, and Abbreviations.......................................................................................... 4
2.5 Reference ............................................................................................................................................ 4
3 Business Opportunity ................................................................................................................................. 4
4 Problem Statement ..................................................................................................................................... 5
5 Summary of Features ................................................................................................................................. 5
5.1 Database .............................................................................................................................................. 5
5.2 Accounts ............................................................................................................................................. 5
5.3 System Features .................................................................................................................................. 6
5.3.1 Work Automation ........................................................................................................................ 6
5.3.2 Contact Management ................................................................................................................... 6
5.3.3 CRM Analytics ............................................................................................................................ 6
5.3.4 Reporting...................................................................................................................................... 6
5.3.5....................................................................................................................................................... 7
5.3.6....................................................................................................................................................... 7
5.3.7....................................................................................................................................................... 7
5.3.8....................................................................................................................................................... 7
5.3.9....................................................................................................................................................... 7
5.3.10..................................................................................................................................................... 7
5.3.11..................................................................................................................................................... 7
5.3.12 Leads .......................................................................................................................................... 7
6 Product Overview ...................................................................................................................................... 7
7 Dependencies and Constraints ................................................................................................................... 8
8 Cost and Pricing ......................................................................................................................................... 8
9 Licensing and Installation .......................................................................................................................... 9
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1 Document Version
Version
V1.0
V2.0
Date
\8-12-2020\
Description
Authors
Customer Relationship
Management system
Some details of features
…
19F-0994
19F-0948
Refined Vision
Document
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2 Introduction
2.1 Purpose
The purpose of this document is to collect, analyze, and define high-level needs and features of Customer
Relationship Management System. It focuses on the capabilities needed by the user and the stakeholders.
why these needs exist. The details of how the Customer Relationship Management System fulfils these
needs are detailed in the supplementary specifications.
2.2 Purpose of system
The purpose of this system to manage customer record. CRM most essential part is automatically creating
and update the customer records, import the customer list, collecting the feedback, appending critical
profile information. Information contains the contact information, transaction data, and communication
record. CRM contain the survey customers which shows the information about customer’s life cycle.
CRM is enabling the automated marketing campaigns.
2.3 Scope
This Vision Document applies to the Customer Relationship Management System which will be
developed by the infinity Development team. The infinity team will develop the Customer relationship
management system to interact the existing customer and new customer. The Customer Relationship
management system are widely using in Real Estate industry. It is also a good contribute to construction
industry, ecommerce industry and also in marketing. CRM widely used in small, medium, large industry.
2.4 Definitions, Acronyms, and Abbreviations
CRM - Customer Relationship Management System.
TBC- To be Continue
TBD- To be Determine.
2.5 Reference
What is CRM? | A Guide to Customer Relationship Management - Zoho CRM
https://play.google.com/store/apps/details?id=com.katans.leader
3 Business Opportunity
CRM is big source of marketing. A large company also used this application for the increase of sales and
Marketing. This application also profitable to enhance a good interaction between the customer and the
stakeholder. This application can conclude all the multiple media on one platform. Due to high need of
marketing and selling product this application makes a good business and a good income source in near
future. CRM application also increase the sale product up to 44% and it also increase the sales up to 37%.
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CRM also gather a large amount of information about the customer so it easy to understand the how the
customer feels and how it is satisfied. So, the company can overcome the identify gaps.
4 Problem Statement
The problem of
Affect
The impact of which
A successful solution
The relationship between the company and the customer are not well
because of bad interaction with customer. The company will not be able to
have the product that addresses the needs of the buyers due to lack of
legitimate customer relationship management.
1. loss of company is also gradually increase
2. less security
3. less rate of pipeline sale
4. No proper contact management
5. No optimized marketing
Customer satisfaction are not possible. A large amount of gambling is
receiving from the customer regarding to the product
Customer will be more satisfied retain with the company. It increases the
productivity, and it improves the customer knowledge. Data will be
managed in good way and secured.
5 Summary of Features
5.1 Database
All customer details, earnings or expectations including their names, email addresses, Skype addresses,
age, and titles etc. Leading sources: Depending on the point-of-contact from where the customer
contacted the company (website, social media, email campaign, etc.), CRM can automatically save the
lead source. All communication with the customer includes the last time you mentioned, the last time they
sent a response, the last time they asked to receive a newsletter etc. All purchase records for all
customers. Other information such as customer (or pet) children's names, hobbies, dream destinations or
other personal information that you believe can help you maintain a healthy, long-term relationship. Their
level of involvement, e.g. they last contacted the company or last visited the company's website.
5.2 Accounts
Every user can use the account after entering account details. Within the account page user can view
variety of information that can ultimately help close more leads. User can monitor all the customer
accounts, related contact and opportunities and developments form a shared database.
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5.3 System Features
5.3.1 Work Automation
1. System shall automatically direct the message to the sales representative while the customer completes
the contact form on your web.
2. System shall automatically send a pre-configured response message when a sales representative
receives a message.
5.3.2 Contact Management
1. The System shall allow the users to segment your contacts into groups to organize and better satisfy to
them. So, it easy to gather customer data and bolster your marketing strategies when introducing new
products.
5.3.3 CRM Analytics
1. System shall show the customer analytics (customer data), it helps you make better decision about the
types of product, services, marketing, and overall communications you distribute to your customers.
2. System shall show the clear profit and loss data (analytics).
3. System shall show the informative web analytics that illustrate the customer website use and behaviors.
5.3.4 Reporting
1. System shall be to bring the result of your sales and marketing efforts all together.
2. System sale shall generate during a certain amount of time.
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3. System shall also identify the sales agent which closed the sale at certain amount of time.
5.3.5
System shall add or update the customer records.
5.3.6
System shall mange the customer records.
5.3.7
System shall integrate through Gmail, outlook, Yahoo etc.
5.3.8
System shall be able to create the quotes or proposal to customers.
5.3.9
The Admin shall store the data of customer with its name, CNIC, gender, contact number,
address.
5.3.10
The Admin shall store the data of customer with its name, CNIC, gender, contact number,
address.
5.3.11
The system shall verify each end user by two step verification.
5.3.12 Leads
The system shall allow the user to check the information (telephone number, email, website) of a
person or a company who has potential to become customer.
System shall allow the user to add the leads manually.
System shall automatically record the customer emails and calls.
6 Product Overview
CRM (Customer Relationship Management) is software which provides structure to mange the business
and marketing and potential contacts. Firstly, every user can login through login id and password (Two
step verification option is also available for security of data). There is leads option which contains the
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information (emails, meetings, call, websites) of a person or company. The information come from a
business card collected at a conference, company websites, phone call coming to sales department. In
the centralize location all the data gather or save in database.
TBC….
7 Dependencies and Constraints
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The software work on any system, no hardware limitations.
This software use in English language. (update later).
The system depends on customer acquisition and customer details.
The system is web based.
Many users can use this system or software at a time. (update later)
User can generate the report is admin allow him.
TBC….
8 Cost and Pricing
TBD...
Item
Developers
Printer
No. of items
Cost
Total
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Others
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9 Licensing and Installation
TBD…