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Lead Management System

This is the project use for the interaction between company and the agent for there business requirements.

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Suman Reddy
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0% found this document useful (0 votes)
147 views5 pages

Lead Management System

This is the project use for the interaction between company and the agent for there business requirements.

Uploaded by

Suman Reddy
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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LEAD MANAGEMENT SYSTEM

INTRODUCTION:
Lead Management is a term used in general business practice to describe methodologies, systems, and practices designed to generate new potential business clientele, generally operated through a variety of marketing techniques. Lead management facilitates a business's connection between its outgoing consumer advertising and the responses to that advertising. These processes are designed for business-to-business and direct-to-consumer strategies. Lead management is in many cases a precursor to sales management and customer relationship management. LMS a complete end-to-end lead management web application LMS is a leading marketing management solution that integrates all aspects of enterprise marketing into a single easy-to-use platform. LMS gives you the ability to better manage the qualification, enrichment, maturation, distribution, and feedback loop on leadsleading to improved closure rates and increased marketing ROI. With LMS lead management solution, you can get higher-quality leads to the right people at the right time and get greater visibility into what happens afterward. LMS enables you to: Improve lead quality and conversion. Enhance lead distribution with automated lead routing based on defined business rules. Achieve timely follow-up with immediate alerts when a new lead is waiting, and automatic reassignment when a lead is not acted upon in a timely fashion. Get valuable feedback with real-time visibility into the distribution of leads, and follow-up on lead quality. Like all LMS marketing management software components, LMS is based on an open architecture that makes implementation easy and allows you to leverage your existing IT infrastructure and data.

SCOPE:
There are two basic users - Administrator, registered user. User-friendly Interface between organization and customers. Verification, re-verification of customer details and confirmation of conversion of simple customer to a lead for an organization.

PROBLEM IN EXISTING SYSTEM:


It is limited to a single system. It is less user-friendly. It is having lots of manual work (Manual system does not mean that you are working with pen and paper, it also include working on spread sheets and other simple software's). The present system is very less secure. It is unable to generate different kinds of report. LMS is providing many management solutions that integrate all aspects of enterprise marketing into a single easy-to-use platform. Drawbacks: Poor management may lead to reduce of sales efficiency and increases cost. It also widens up the gap between sales and marketing, that may contributes to a loss of productivity and a failure to reach critical objectives. SOLUTION OF THESE PROBLEMS : The development of the new system contains the following activities, which try to automate the entire process keeping in view of the database integration approach User friendliness is provided in the application with various controls. The system makes the overall project management much easier and flexible. It can be accessed over the Internet. Various classes have been used to provide file upload and mail features. There is no risk of data mismanagement at any level while the project development is under process. Report generation feature is provided using Crystal Reports to generate different kinds of reports like bar graphs, pie charts and table type charts etc. It provides high level of security using different protocols like https etc. Information alerts about different schemes launched by Organization. Updates information about the customers details. Online Registration. User-friendly Interface. Verification, re-verification of customer details and confirmation of conversion of simple customer to a lead for an organization.

Email alerts to customers related to their registration and any task performed by the customers on LMS. Easy intake of users need: Origin, Requirements, Dates, scheme-preferences. Simple interface for Terms & Conditions.

Functional components of the project: Following is a list of functionalities of the system:User Login, User Details, Stock Details, Reports, Help.
User Login: First to enter this system the users has to login to this system. Basically there are 2 types of users in this system.

Admin users - Has full access to all the modules of this system. Normal users Has restricted access. i.e., Normal users have access to some of
the modules only.First a login screen should be displayed to get the user details. The user has to enter the user-id and the password. The password has to be masked with character *.The user details should be verified against the details in the user tables and if he / she are valid user, they should be entered into the system. Once entered, based on the user type access to the different modules to be enabled / disabled. If user enters wrong password for continuously 5 times, the account should be locked. The information about the login and logout details should be stored in a separate table.

User Details: This module contains 2 parts. User maintenance and password
change. User maintenance is used to create a new user, modify the details of existing user or remove the existing user. Only the admin type user will have access to this part. Normal user wont have access to this. While storing into database the password should be encrypted and stored. The user can choose its own logic to encrypt the password. User password is used to change own password. Both admin and normal user will have access to this.

Stock Details: This module is used to maintain the various products available in
the store. Each product available in the store should be classified under a product

category. This module will be enabled only to the admin type of users.A separate screen should be provided to maintain the product category. It should provide a way to add, modify and delete the category details. If a new product is received it should be added to the system with the corresponding details like product information, quantity, category, etc. There should be a screen to maintain the vendor details. Vendor details should be stored in a separate table

Reports: This module is used to print various online reports. This module will be
enabled only to the admin type of users. User details report This contains various information about the users are available. User login details report This report takes the user ID and from / to date as input and generates the report containing the login date, login time and logout time, etc. Item category report This gives the different item categories. Item details report This gives the information about the various items available in the store along with the information like category, stock level, etc. Vendor details report This report gives the details about all the vendors.

Help: This module contains the following 2 things Help and About.
The Help menu should display the detail information about the system. It is like a typical help system available in any windows application. The About menu should give information about this software like developed by version and contact details.

3.1. HARDWARE REQUIREMENTS


The hardware used for the development of the project is: RAM PROCESSOR HARD DISK : : 1GB Intel Pentium IV(3.0 GHZ)and Upwards

: 120 GB and above

3.2. SOFTWARE REQUIREMENTS


The software used for the development of the project is:

OPERATING SYSTEM FRAMEWORK PROGRAMMING LANGUAGE : :

Win xp.sp3/win7 .Net Framework 4.0 C#.NET

SPECIFICATION WEBSERVER IDE TOOL DATABASE 2008/2005

: : : :

Asp.Net IIS Visual Studio 2010 SQL Server

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