Customer Relationship Management System Based On SharePoint

Customer relationship management system based on the SharePoint is SPCRM (SharePoint Customer Relationship Management) system is one kind of CRM (Customer Relationship Management) system .CRM is the abbreviation of Customer Relationship Management, Chinese meaning is "customer relationship management", it is one kind of new management mechanism which is for the purpose of improving relation between the enterprise and the customer , enhances the customer loyalty and the degree of satisfaction . The customer relationship management already from the most primitive direct-viewing understanding, has developed into today extremely clear CRM two big types - operational CRM and analytical CRM. The Management realization of the CRM manifests is the function of the CRM system, the CRM software basic function includes the customer management, the contact person management, the time management, the latent customer management, the sales management, the telephone marketing, the customer service and so on, some systems have also included the call center, the partner relationship management, the commercial intelligence, the knowledge management, the electronic commerce and so on. SPCRM should belong to the operational CRM, it has realized the customer management, the contact person management, the time management, the latent customer management, the sales management, the telephone marketing and the customer service and so on in the above function.SharePoint Portal Server is a portal server that is above Microsoft .NET the frame and WSS(Windows SharePoint Services) construction foundation, through the corresponding disposition and the expansion, may realize enterprise's portal characteristic well, conforms to popular standard WEB application three models. Based on Microsoft .NET frame the overhead construction, causes the enterprise portal' exploitation,the deployment, the integration allowed to complete under a unified application system programming model, and .NET frame provides the many kinds of languages to carry on the development of application system , enormously simplifies the application system exploitation and deployment.The SPCRM system innovation is one kind of new CRM system which realizes using the present extremely advanced SharePoint technology. The SPCRM system has realized the sales management, the financial management and the post-sale service management three subsystems, conveniently user divides the department to search the information related the customer, the product and the maintenance. The system may use in each kind major and medium small enterprise which have the sales service, the user may establish account and the contact method to the visit customer, and records this visit achievement, when the customer visit next time may very conveniently find with this customer correlation any information, like this realized the coordination to establish and a series of maintenance with between the customer as well as the commercial partner fruitful "one to one relationship", thus enabled the enterprise to provide quickly and the thorough high-quality service, enhance the customer degree of satisfaction, thus has achieved the goal of the customer relationship management system.The system server take Microsoft Windows Server 2003 as the operating system, to IIS6.0 provides the ASP.NET support, provides the formidable database administration with SQL Server 2000.System design uses the function formidable, object-oriented visible model language UML, uses the B/S design pattern, install quite conveniently, also is easy to promote.The user directly installs the system software on the server, through configuring database, IIS and the AD field controller installment may complete the system' deployment work, when user visit it, needn't install software in customer end , only simply opens the IE window, inputs the corresponding address to be allowed to visit the system. User may use divide into three subsystems independently, moreover can make among various subsystems' information throughout to maintain consistently, thismainly realizes through information carrier List and the WebPart technology in the SPS .List is most basic data unit of the SharePoint, the user may create neatly List, modify the field of List and manage List item and each establishment found kinds of template. In the website of the SharePoint Portal Server, the most basic application will create List deferring to needful the field structure, establish its jurisdiction, make the view, then the view will display in home page or other Web part page with WebPart. WebPart is a new introduction concept in SharePoint, view intuitionisticly, in website page of the SharePoint, the data demonstration, the data edition, all complete through one by one WebPart. Just as its name implies, WebPart is the Part composing the Web, each WebPart all is a relatively independent function module. Using these modules, may build assembly the page and the application which we need like building block. The pattern' merit is obvious: We may use in SharePoint some existing WebPart, or third party WebPart, or voluntarily developing WebPart which according to needs, assembling the page, making modification of the page style, the layout to be easier, also enabling the page to have the logic(each function distributes in different region of the page);Moreover importantly, using this kind of development pattern, enhances the code re-use quality consumedly, in the different page, may use identical WebPart, even on identical page, also may use identical WebPart, and complete the different function according to establishing the different parameter, these only may complete with needing simply tow and the attribute enactment, needn't compile specific code for each page again, reduced the heavy and unnecessary burden which developer need carry.System design establishes ten Lists to preserve the customer information, voluntarily exploit three WebPart according to the company's requirement, and to realize the system's three function modules respectively. System's realization makes use of the object model in the SharePoint to visit the data message in the system, and has realized class's method. Finally, system three WebPart deploy through (.CAB) method on the server, hassatisfied user's basic requirement, in using right now.The system's promotion strategy may consider using the Ajax technology which appears barely, it may construct more dynamic and sensitive Web application program, the key of this method consists JavaScript, DHTML of the browser end and with the server asynchronous communication combination, thus promote user's browsing experience.