The Design And Implementation Of CRM For Bank

The banks have been pay close attention to The financial product sales as one of the main business of the bank. the main ways is to maintain customer resources, customer and optional the sales process, provide good service experience to the customer to improve the competitiveness of the sales department. While a large number of sales and customer service information must be support by CRM, customer information flow in order.The main functions of the system include:(1) customer management. The main basic customer information maintenance, documentary records, customer transfer system, customer statistics, high seas, type of customer, customer reservation, recently linked functions;(2) OA. The main news release, internal documents, resources sharing, file cabinets, mail list, personal calendar function;(3) system. Implement the menu settings, staff, the Department set up, set level settings, log management, login log, database settings.I have finished the following work:(1) responsible for the completion of the system demand analysis, the data flow diagram, use case diagram, activity diagram, ER diagram tool for functional analysis;(2) responsible for the design of CRM, the software function decomposition, designed the project framework, database structure, activity diagram, the design flow chart of the program;(3) to participate in the completion of the customer management module coding work;(4) responsible for the completion of the test program, the comprehensive utilization of equivalence partitioning method, the case design method, error inference methods of boundary value.System development using Asp.net4.0, uses the.Netframwork4.0construction. Database is SQL Server2005. Windows2003Server, Web server is IIS7.0; development tools is Visual studio2010.After the trial showed that the sales staff can better maintain customer information, grasp the progress of communication with customers, to achieve the orderly transfer of customer information in the sales team, to achieve the orderly management of customer information, to avoid the potential harm of employee turnover on enterprise customer resources, enhance the quality of customer service, the competition ability of the enterprise to improve, safeguard the interests of enterprises.