Company:

A Fortune 500 company having a large salesforce working at different locations across the country.

Problem:

The company wanted to provide its sales-force with an application to manage the leads, opportunities and sales information from its internal ERP system. Also whenever a particular sales Officer is transferred out of a department or moves out of the organization, the complete knowledge of customers and/or leads was lost. This made it necessary for the organization to put a system in place to capture this information and pass it on to the next person in the organization. The records that had to be handled had millions of rows and it was a challenge to present it in the web interface to a customer.

Solution:

CNPL's used its web-based eCRM software, ez-sales in order to provide the right solution for this company. The software was customized to the needs of organization and integrated with JD Edwards ERP solution for data requirements. This ensured that there was no data duplication and the application leveraged the benefits of both, the ERP system and the CRM system. All the standard forms that were being used by the sales executives to save information were created and made available. Also, the application had a component that gave administrators the ability to generate dynamic online forms. This made it extremely simple for the administrator to extend the application and insured it for future needs. In order to provide the sales figures and analysis to the team, Materialized views were created with data fetched from backend ERP. The software was seamlessly integrated with the ERP system for data that had to be accessed in the application.

Platform:

The application was built on Windows platform with IIS as the web server, ASP as the middle-tier application language and Oracle9i as the backend database.