CRM system.......................

Herewith some more information that will assist you in a better understanding towards the app I have in mind:

[url removed, login to view] app is of a business nature with very limited flash

[url removed, login to view] core is a CRM system with added benefits aimed at specific users

[url removed, login to view] CRM system will contain a timesheet factor initiated by the sales rep

[url removed, login to view] will be android based and focused more towards tablets than phones

[url removed, login to view] system must be able to handle data being added to it on a daily basis.

[url removed, login to view] customer record is broken into 3 different parts. Part 1 is basic data of the customer with feedback on visits. Part 2 is where the rep will capture a more detailed analysis of customers business. The system will then have to make rudimentary calculations. Part 3 is captured when a prospect is converted and again the data from 2 is used to assist in forecasting etc.

[url removed, login to view] record must be transferred to a master account, where reporting will be done.

8.I have allowed for a number of drop down answers, to make live easier on the sales reps. These are pre-programmed

9.A logbook will be derived by usage of this app

[url removed, login to view] CRM system will be split into 2 portions with very similar layouts:

[url removed, login to view] clients

[url removed, login to view]

[url removed, login to view] app must be available for offline capturing and will report, transfer data when wi-fi is available

I have developed Excel spreadsheets to get a better understanding of what needs to be captured, calculated, extracted. This is currently being tested in a real world environment by one of my clients at whom this product is aimed at.

Attached DRC

This is a screen print of the timesheet as is. The rep will perform their planning for the next day When he actually visits a customer the start time will be activated and at the end of the visit the end time. I then use all the data derived from this timesheet to calculate a number of reports

Currently this data is extracted and sent to the sales manager for inspection

Attached CRM

I’m targeting the lubrication industry, as can be seen from this ‘discovery sheet’.

Pg1 is the Prospect page for the CRM, but the existing customer will have a similar layout. In here we address certain questions, again with dropdowns where possible, that will help with the reporting

Pg. 2 is some calculations, while pg. 3 kicks in after prospect is converted. A hit rate is then calculated and certain products are advised. Here again dropdowns are available

Now you’ve seen some of my handiwork. All yellow cells are data cells that needs to be completed and everyone of them are used. I have deleted the unnecessary data which is nice to have and just kept the ones that can influence reporting and decision making. Orange cells are calculated cells.

I unfortunately hid some of the fields at this point in time. On pg. 1 there is about 48 fields to be completed, Pg. 2 +-25 and pg. 3 +-25. Pg. 2 & 3 are dependent on certain factors and thus must be able to expand, similar when you add a line to a document

Reporting

This is actually my forte as I love to examine data and compile useful reports to assist in decision making

I see the app as a living document, growing with the customer and expanding as new fields are added or drop downs become available. I thus need the app to have the ability to be upgraded with regular intervals.

On the reporting side I will need a Master consolidated app.

Thanks

Franco Olivier

安卓 客户关系管理 数据输入 软件构架

项目ID： #6220462

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