System Requirement Specification For Crm 1e5l3a

“Customer Relationship and Data Management” System Requirement Specification

Customer Relationship and Data Management – SRS

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Project Overview Project Name “Customer Relationship and Data Management”

Stakeholders Organization: Upvan Enterprise, Vadodara. Client: Jignesh Patel Email: [email protected] Team Hardik Sawalsa Tejas Patel Pankaj Vaishnav

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Project Description •

Upvan Enterprise is a dealer of ing software like Tally, TDS etc. They are currently using book keeping system for Customer Relationship Management. The existing system is inefficient and cumbersome. The necessary for making successful of this project is to have a new system that will be capable of running electronically and record the data in database for each year.

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This project is designed to replace a manual book keeping system with a software Customer Relationship Management system. This project will help operators manage information received from calls.

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The customer is given AMC (Annual Maintenance Contract) of either 24 hrs or 12 visits. A schedule will be maintained to visit and solve customers’ problem.

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There will be a single computer to act as the server, as well as several others to act as clients. These computers must be connected to each other through a network.

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The system is also including backup utilities with time scheduling.

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It uses cryptography – encryption and decryption for security.

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The system s data on FTP after compression. There is a facility to coping file at Network.

Modules 1. Customer Relationship Management 1.1. Client’s call entry When a customer got any problem in the software –delivered, ed by the company, he informs to the company. The details of customers are checked whether he is company’s customer or not. This detail is filled in the database.

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1.2. AMC The customers’ AMC is checked, how many visits and hours are left. The validity of AMC is also checked. If AMC is available, one of the engineers of the company goes to visit the client. 1.3. Scheduling The clients problems (for specific software) which are complicated are add to schedule- that is to be visited. A complain no is created to refer the client’s complain later. It reminds the total day to day visits of an engineer. 1.4. Visiting The customers who are scheduled are visited by engineers. The departure and arrival time of engineer is calculated and this time is subtracted for customers’ AMC hours and visits. The solution of customers’ problem is noticed. If the problem is not solved, it is added in the further schedule.

2. Data Management 2.1. Cryptography Here data in encrypted for security purpose. This encrypted data will flow over the network. When the data is needed, it will be decrypted to view the original content. 2.2. Compression The data is compressed before send at FTP Server or Network copying. 2.3. Log file It notifies the data ed, copied over network or compressed in a text file. 2.4. FTP This module is setup on client’s computer. It s backup of their system’s database on the server of Upvan Enterprise. 2.5. Network copying This module is setup on client’s computer. It will also copy their backup data on their own network by pre planed scheduling. 2.6. Timer

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There is a background process which back up the data that is scheduled by . It runs silently in background.

Functional Requirements: That’s why it is necessary to have a clear understanding of the detail requirements which we have tried to find out in below. The new system should be able to:  This software can be run only in Windows XP sp2 and above.  Software to be design to get more detail report for AMC / / Engineer’s ability to solve problem and more on Records of Software License – Version – Type of Software – Graphical view of Area wise Visit etc.  The data of client should be ed on the server of Upvan enterprise for backup purpose.  A secure database will be designed to store the data where only the can add, remove or update. Only the will have the right to create or delete any . The can be a part of group or a regular .

Features

 This application is run on multiple systems in the company.  It is centralized system that the database is at server and applications are at client’s computer.  If a record of a customer is being used by any , it can not be edit or delete by any other .  System can mail to all of their customers by “Mass Mailing”.  A new can be added and his rights can be given dynamically by System .

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