This document describes a proposed CRM system for Sree Raj Mahal Jewelers. The system would track customer information like contact details and purchase history. It would also include a call register to log interactions with customers and allow commenting on pending tasks. The proposed system aims to provide a more user-friendly and secure way to manage customer relationships compared to the current manual process. It would be developed using technologies like Visual Studio, SQL Server, and Crystal Reports and include modules like customer profiles, call logs, loyalty programs, and reporting.

1. Project Title
CRM of Sree Raj Mahal Jewelers
By shilpica sinha

2. Purpose of the Project
This system (CRM of Sree Raj Mahal Jewelers
) is useful to the organization, it maintains the
information about the customers.
it also contains the necessary information of the
customer and their phone Numbers, their
services also with loyalty scheme.
It also maintains the footfall record of the
customer.

3. Contd………
• It also contains salesman or customers
comments( feedback).
• It has the telephonic basic records with proper
comments (by date/mode)
• It may also includes the loyalty schemes as well
(points earn /burn by both branches and points
waiting to get burned ).
• It must be able to have facility of call register on
special or CRM manager defined occasions.

4. Introduction
This system is an integrated package of
software used in “Sree Raj Mahal
jewelers" internal operations, and
elsewhere, to monitor the quantity of
shopping done, a log with call register and
pending task having sales man and
customers feedback, and status of
customers as well, usage.

5. Problem Identification
• The existing system is a system having
only basic details of customers. Here so
the employees needs a system must have
call register having pending task and
telephonic record as well with commenting
facility.

6. Contd………
• It’s an official system and users friendly.
• The manual system gives us very less
security for saving data; some data may
be lost due to mismanagement.
• It must have loyalty scheme for
customers.

7. Contd….
• Searching of particular information is very
simple but don’t support CRM very
efficiently.

8. Providing solution for the problem
A call recording facility here will act as a
centralized office used for the purpose
of receiving and transmitting a large
volume of request by telephone. it is
operated by company administer (CRM
manager) for the incoming product
support or information inquires to/from
consumers.

9. Contd…….
Distribution to calls:
• 1. Occasions :birthday/anniversary
• 2: CRM manager: user defined title->
festival wishes or any special occasion.
• Pending reminder (task)

10. Contd………….
Outgoing calls for telemarketing, clientele,
product services, and debt collection are
also made. In addition to a call center,
collective handling of loyalty scheme,
footfall, points earn/burn on respective
centers and e-mails at one location to
known as a contact center

11. Preferred Technologies
• Windows 7 Operating System
• Microsoft Visual Studio-2012
• Microsoft SQL Server-2008
• Microsoft crystal report

12. Hard Ware Requirements
• Pentium IV System with 2.8 GHZ Processor
• 1 GB RAM
• 40 GB Hard Disk

13. Software Requirement Specification
SDLC Methodologies
Spiral Model Explanation
N-tier Architecture

14. Number of Modules
Type Your Modules Here
For Example
1.Serial number
2.Name of user
3.Customer's mobile no.
4.Last call date
5.Last Reports/ comments details

15. Contd……
6.New comments
7.To-do ( work done/re call/)
8.Total visit record
9.Calling at special occasions or CRM
manager defined occasions
10.old/new cust

16. CRM manager
Caller 1 Caller 2 Caller 3
Login login Login….
Call Register :

17. Pending calls CRM manager Occasion Pending reminder
Sn
o
name phn Last call
date
Last
comme
nt
old/new
cust
Total visit recall/feedback salesman
1 Romu
sehgal
8976
1221
2
1st dec
1012
unavail
able
old 11 recall Raj patil
Call Date 21-Apr-2014 Time
Caller Name
√
9:30 AM
Munmun sen
Connected Line busy
Cust comment/Feedback Yes they are interested: kindly get back
Call close Schedule √
Schedule:
Fixed call date:
Date: 21st
mar 2014 Time: 9 PM
Caller:
Script Category:
Hello sir,
Good morning
to you as our machine
mentioned its your birthday
….
………….
Hello sir,
As per your demand
We would
Like to……..
..
Respected sir
As per your complaint
……..

18. Thank you!