Master of Science
Soon-Ok Park, Ph.D.
Alex Liu, M.S.
Do Young Park, Ph.D.
In this portal, we are designing a website for company’s sales management. There are members like staff, clients and manager working in this portal. Firstly, we create a home page for the website, where the existing staff members and managers can Login to the page. It asks whether the user is a client or a prospect. If the user is not existing, then we give an option to add a new client. The new client’s information redirects the page to client’s information page, where it enters the client’s information into a pipeline by keeping log of contacts and activities, opportunities and proposals, and projects. We provide a search engine where staff can find clients by names, either on complete or partial search. In addition, staff have a new feature of creating time sheets.
We provide a page for manager, where Managers can create user accounts, view and update entries, leave comments on entries, and send messages to staff. The new feature that we are adding for manager part is approving the time sheets. In manager’s page, Managers are also being able to run various reports such as lists of prospects, reports of opportunities or proposals by dates, sales projections by month or by salesperson, project tracking.
Gorantla, Sruthilaya; Kodali, Raviteja; Kondapaneni, Sujana; and Shaik, Afrin, "Sales Management Portal" (2016). All Capstone Projects. 259.