WinForm Development Customer Relationship Management System (CRM) Summary 1 interface function display

All along, we want to integrate a customer-centric platform, there are two aspects of consideration: one is to achieve customer data, customer relations, customer management and other aspects of integration, in order to better utilize the relevant resources of customers, to play the greatest marketing benefits; the second is to integrate all the modules and technologies of my development framework at present, including authority management and Control, dictionary management module, pagination control, common class library, automatic Update module, attachment management module, message notification module, workflow module, and Caller ID module, mass mailing marketing module, calendar management module and so on. This essay series is mainly introduced in the development of my CRM system in the various scenarios of the problem solving ideas, and related functions to achieve, in order to gradually improve the CRM system module process, introduce my current based on my WinForm development box Rack Kits and Database2sharp code generation tool CRM system development process and experience summary, hope to record the dribs and drabs, to themselves, to peer have a certain reference, the role of references, but also hope to absorb more criticism guidance, and gradually improve their entire The depth and breadth of WinForm development framework system.

1) The reference and design of CRM system function

At the beginning of the actual development of a long time, are very concerned about the CRM system information, including from the Huajun, Sky Web site to download some good CRM system, as well as a number of eager to B/s online CRM system, absorbing some of the ideas and functions, but also in Google, Baidu Search for someone else to design a document or introduce a document to understand the modules and associated relationships that the entire CRM system might contain.

The main functional modules include: Customer management, service management, merchandise and sales, report data and so on a few chunks.

The contents of customer management include: Customer management, customer follow-up, contact management, customer documentation, contract Documents, maintenance records, after-sales service, customer complaints, customer activities, sales opportunities, product quotes, sales records, customer visits, customer calls, invoice records, customer groupings, contact groups, etc. Basically, customer-centric management of related data. Of course, the following can be extended to add, customer correspondence, customer messages, and customer-related data. For example, the following is the overall interface of the customer contacts I designed, including everything and customer-related module show, the main interface from my "WinForm development framework" layout effect, integration of the main frame of the content, in the main interface, but also integrate the WinForm paging control to achieve the reasonable and efficient display of data, and And by splitting the interface into a number of adjustable parts, making it more user-friendly.

2 Customer classification Management