Analysis And Design Of CRM For Zhejiang Zhongda Futures

With the abrupt development of the Chinese future markets in recently years and the advent of various derivatives of financial futures, futures brokerage holding companies is rising rapidly. The focus of competition between domestic futures industries converted swiftly from the original communication links to the low commission rates. However, the most critical resource involved in the competition, "customer", has never changed. To jump out of the current competition mode and survive the quandary, the core competitive force should be gradually switched from low costs to customer services. Facing such challenge, Zhejiang Zhongda Futures CO., LTD is determined to integrate a variety of services that are essential for customer such as customer management, customer services, cooperative work, marketing management, payment management, and risk-control management. In addition, the company will enhance the function of the statistical analysis of the whole company and all customer. Through the implement of a unified CRM (Customer Relationship Management, CRM) system, the company will further improve the overall customer care, customer services and marketing level in brokerage, and eventually boost the company's core competitive power in the futures industry.This article will state the background information of the CRM project of Zhejiang Zhongda Futures CO., LTD and the current and prospective status of the CRM in the securities and futures industry at home and abroad. Because the underlying platforms used within the system are special, LiveBOS platform and SOA technical infrastructure will be explained as well. Moreover, the service architecture and system requirements of this company will be analyzed in detail here for a thorough understanding of the scope of the business, the business logic and the specific requirements for the CRM project in all levels of the company. Information from each stage is collected according to requirements, and sub modules associated with the whole CRM system are analyzed by use-case analysis of the system. Furthermore, specific use case documents are given by some typical cases. Besides functional requirements, the company also provides non-functional requirements that are crucial to the system operation based on the importance acquired after the launching of the CRM project.The whole system is designed after summing up all requirements. At this stage, the physical model of the CRM system is progressively established. First, technical problems of the CRM system that needs special attention are elaborated. Then, functional design conditions of the nine subsystems of the CRM system are introduced in great detail. In addition, the derivation of the system structure of Zhejiang Zhongda Futures CRM from traditional CRM system structure are shown here. Finally, the system design stage is completed by discussing the network topology and check login for the safety design of the system.After briefly introducing the operating environment of the system, the system implementation stage is developed. At this stage, the author focuses on several representative system UI interface designs and the importance of an excellent UI design to the user experience and the accomplishment of the project.Zhejiang Zhongda Futures CRM system centers on the management of customer relations. Throughout the project, the company manages customer relations by technological measures. By using such a business strategy, the company can improve customer services, enhance working efficiency, strengthen management ability and ultimately boost business performance.