Project title: Customer

relationship management
College: DIT school of Engineering
Greater noida

University: GAUTAM BUDH TECHNICAL

UNIVERSITY

Tools : operating system used is windows xp

,language used is vc#.net of visual studio2008

presented by:
Palak dhawan(0729113032)
Shruti Chauhan(0729113055)
Table of contents

 About our software (CRM)

 Who can use this?
 Our login page
 Administrative login
 Customer login
 Employee login
About our project…

Introduction……
Intro…
 It is a widely-implemented strategy for managing a
company’s interactions with customers, clients.
 CRM Software provides organizations with the
tools and solutions
they need to improve and strengthen relationships
with their customers.
 Our software will help organizations to maintain the
data of various customers and employees.
Who can use this?

Various users of this software

Various users of our software

users

administrator customer employee

Our login page
 User type helps you to
select a particular type
of user.
 Administrator,
customer or employee
can b chosen as user
type.
 By providing valid user
ID and password , one
can login to the
software.
Administrative login

Services handle by administrator

with the use of this software..
User type: Administrator
 Select administrator as
user type.
 Provide user ID and
password.
 On providing the valid
user ID and password
and clicking the login
button, we will reach at
the home page of
administrator.
Administrator home..
 This page provides
various administrative
options for
administrator.
 Like: submission of
tasks, service entry,
complaint entry,
admission of new
employee or various
updates.
Task assignment to various
employees by administrator
 Administrator can assign
various tasks to
employees.
 Administrator can select
a particular task from the
upper grid and assign it
to particular employee
from lower grid.
 Deadline can be decided
by the administrator.
 “Task assigned
successfully” message
appears on clicking the
submit task button.
Task details..
Administrator can check various details about various
task assignments by clicking on task details button.
Service entry by administrator
New service can be added to the database by the
administrator by clicking on submit button after
providing an appropriate name for the service and
price for the service.
Complaint entry...
Any type of complaint can be added by giving its
proper description by the administrator. An
appropriate message will appear after successful
submission.
Adding new employee

 Administrator can click

on add new employee
button from his home
page.
 Screen on right will
appear.
 Administrator is
required to fill the
form.
Adding new employee (cont.)

 After filling up the form

user can click on the
submit button.
 After the error free
submission an
appropriate message
box will appear.
Updating/deleting an
employee’s data

 By clicking on
update/delete
employee button user
will reach the screen
at right.
 Now , the user will
select an appropriate
employee ID.
Updating an employee’s data
(cont.)

 All the data of selected

ID will appear on
appropriate textboxes.
 In order to update any
of them, user will
simply make changes
in the values of
various textboxes.
 After making required
changes ,click on
update button.
 After error free update
a message box will
appear saying “record
updated”.
Deleting an employee’s data
(cont.)

 All the data of selected

ID will appear on
appropriate textboxes.
 Click on delete button
of update/delete
employees form.
 After error free update
a message box will
appear saying “the
employee is deleted”.
Admin logout
Just click on logout button in order to log out from
the account. The screen below will appear after
successful logout.
Customer login

Details of customer’s interaction

with the organization..
User type: customer

 Select customer as
user type.
 Provide user ID and
password or if the
customer is new
simply click on new
customer button.
Registration of new customer

 After clicking on new

customer button ,
screen at right will
appear.
 User is required to fill
the complete
information.
Registration of new customer
(cont.)

During registration if
some field is kept
empty and user click
on submit button ,an
error message will
appear as shown at
right.
Registration of new customer
(cont.)

On clicking the submit

button, if there is no
error in the values, a
message box will
appear as shown at
right.
Login to customer
 Select customer as
user type.
 Provide user ID and
password.
 On providing the valid
user ID and password
and clicking the login
button, we will reach at
the home page of
customer.
Customer home..
 This page will provide
the information
regarding the various
services offered to the
customers by the
organization.
 Customer can choose
various services.
 They can view their
shopping cart.
 They can also register
their complaints
regarding the different
services.
View of shopping cart
 After selecting the
services user can view its
shopping cart by clicking
on view shopping cart
button from the home
page of customer.
 Screen on the right will
appear.
 Here user can click an
add another service in
order to add more
services or simply click
on payment details.
Payment details
 On clicking the
payment details button
,the screen on upper
right will appear.
 User is required to fill
the accurate details.
 User can choose the
bank name from drop
down list as shown in
the screen on lower
right or click the others
button and filling the
bank name in textbox.
Payment details (cont.)

 Click on submit button ,after error free submission

of the payment details an appropriate message box
will appear as shown.
Complaint registration by
customer
 User can register a
complaint by clicking
on complaint
registration button
from the home page.
 A form will appear
asking about
complaint type and
description.
 Select the both from
the drop down list and
click submit.
 On error free
submission a message
box will appear.
Customer logout
Just click on logout button in order to log out from
the account. The screen below will appear after
successful logout.
Employee login
Employees of the organizations can
view their respective tasks using this
software.
User type: employee
 Select employee as
user type.
 Provide user ID and
password.
 On providing the valid
user ID and password
and clicking the login
button, we will reach at
the home page of
employee.
Employee home..
This page contains the information regarding the
tasks assigned by the administrator that employee
need to solve.
Updating the task status
 After the completion of task employee needs to
update the status of task from Assigned to Solve
and then click on update button, a message box will
appear.
Employee logout
Just click on logout button in order to log out from
the account. The screen below will appear after
successful logout.
 Thanks….
It was nice making this presentation as
well as the project under the guidance
of my worthy teachers.