A brief overview of the system
For managing customer-related information and activities, including the interaction between enterprises and customers in sales, marketing and services, so as to enhance its management, providing innovative personalized customer interaction processes and services to customers.
This is not just a software system, it is the methodology, software and IT capabilities integrated, commercial strategy.
其最终目标是吸引新客户、保留老客户以及将已有客户转为忠实客户。
System goals
The main frame and the insert used (separated front and rear ends)
- The framework uses mainly uses Spring + Spring MVC + Mybatis framework. . .
- Front end: vue + elementUI
- Permissions Filter: shiro frame (user password is encrypted using the encryption MD5)
- Database: MySQL
- Use the velocity template generation technique uses a plug-in ider EasyCode completed template generation
- Import and export Excel module uses EasyPOI framework
- Graphic report processing using EChart framework
Long time developers and development
Developer:
- Administrator (Project Manager) - 1 person
- Front end (vue + elementUI) -2 people
- Backend (Java Development) Serves 2-3
When developing long:
- 4 months
The project modules (six modules)
Marketing Management Module
Marketing Management module contains potential customer management and customer management development process.
可以直接使用客户表，然后通过额外添加的状态字段来区分是客户，还是潜在客户
Collect potential customers will generate revenue for the company, after the commissioner assigned to the market, potential customers can implement development plan, to convert potential customers to the official client.
Marketing Specialist assigned to their potential clients formulation development plan, and strive to win customers.
On the "Assigned" potential customers formulate development plans, the implementation of the development plan, and record the results. Customers will also be developed to create a new customer record.
Customer Management Module
Customer information is one component of the company's assets, and should be properly safeguarded fully utilized.
Each Market Commissioner has the responsibility to safeguard customer information own responsibility, to date. In this system, customer information will be fully shared, thereby maximize the value.
客户是由潜在客户升级变过来的，可以再客户表里面添加一个字段，不同字段代表不同状态的客户
Market Commissioner module collects detailed customer information for analyzing customer sources, preferences and other information, in order to better follow-up customers.
Collect customer data is a long process, through customer follow every detail of the collection of information under the module records.
Company management, as marketing manager, according to the actual situation, forcing the customer to another market commissioner from the hands of a Marketing Specialist.
In the company, employees hold customer information, it may be related to performance, so modify the client Marketing Specialist to add controls to record the reasons for the transfer details.
This operation can be handed over in a separate transfer module can quickly transfer the customer interface
修改客户的状态字段，客户就被放到资源池
Here customers can be seen as a resource recycle bin.
The market will be able to put some subjective unable to follow up customers into the resource pool.
Other marketers, can be found here other people can not follow up, the saying goes, "Charity begins at fields", the module to ensure the effective use of customer resources
Order Contract Management Module
Order Management - Business Overview
After customers pay a deposit, you need to sign (deposit) Order
Contract Management - Business Overview
There is a button inside the order page, you can generate a contract, you need to insert the information part of the order which the contract
customers signed (deposit) order, if it is determined to buy the company's products, need to sign a purchase contract
Aftermarket management module
Warranty Management - Business Overview
Company to purchase the product quality of the user warranty. Automatically generated by the completion of the contract.
Save time contract, automatically generate a one-year warranty
Responsible for the module
System Management Module
Tenant management (Saas mode) - Business Overview
- To the operator, provide a default super tenant for system settings: for example, set the price and package permissions. Given all the system privileges, operators also have employees and departments
- Tenant registration, pay for packages
- Tenants are processed to create the role and authority of the staff, and given to employees
- After the tenant employees log on, according to package rights purchased, depending on the role the display menu, business operations (not afraid not authorized resources are malicious user input to access the page, because the authorization of the shiro permissions, based on this login employees, authorized only he has authority.)
Package table (set of permissions) - Business Overview
Tenants at the time of registration, should choose the price package. A package corresponding to the plurality of privileges, rights corresponding to a plurality of packages
Staff Management - Business Overview
Data consists of real corporate staff, the staff (that is, users of the system) is the basic unit can log into the system. You can participate in the operation of various business modules
Third-party account binding - Business Overview
Many sites need to register in order to log in, but registered their own system, the user may be required to fill in a lot of information, it requires a certain technology. Many large social software (micro-channel, qq, microblogging, etc.) there are many user groups, we can use the account the platform to access their system:
Pros: These systems are very user groups; there are these big platforms endorsement, the user reception and recognition of degrees better; log in directly, avoiding the tedious process of user registration and login.
In this way, they can better promote their sites and users stick
Business Overview - Sector Management
Administrators maintain the corporate sector
System Resource Manager - Business Overview
In the system, all can be accessed in the browser function, the system can be called (URL) resources.
The automatic scanning function data generated by the system (controller) resources, generate.
Rights Management System - Business Overview
In the resource base, resources need to add permissions control, access control.
Use Shiro authority framework assigned to different user roles login
System Role Management - Business Overview
Of packaged privileges.
Data Dictionary - Business Overview
Each module in the system, there will be a lot of extremely simple and requires maintenance of the company's own customer information.
To simplify the maintenance of such information, based on the extracted design tables, set up a data dictionary module.
System Menu - Business Overview
After the system platform to build up, can be dynamic management platform leftmost menu tree through the menu system management module.
System Log - Business Overview
System Log feature using Spring AOP technology to record all users of the system in operation during logon for the administrator to use the logged-on user behavior analysis.
`
Solve problems encountered in the project
