Publication Date

Fall 2016

Document Type

Project Summary

Degree Name

Master of Science

Department

Computer Science

First Advisor

Xueqing Tang, Ph.D.

Second Advisor

Do Young Park, Ph.D.

Third Advisor

Alex Liu, M.S.

Abstract

This is a web application which is used to bring both customers and management on to single platform.

Sales management is attainment of an organization’s sales goals in an effective and efficient manner through planning, staffing, training & controlling resources. It is a sales pipeline database portal where it can track all the logs of contacts and activities, opportunities, proposals and sometimes projects too. This application tracks all the activities taking place in the pipeline database and also involves in communicating with the staff and other employees. This application has the facility to accept or reject proposals if they do not meet the business needs. We can view the list of prospects and clients in this application. It tracks all the details of each and every transaction occurred and helps in generating reports.

Description:

This application helps to work in an easy and effective way for both management and staff. In this portal, we can add new employees, make announcements to the employees, accept or reject proposals, generate reports .The main aim of this application is employee add a new prospect (i.e) once all the details related to the prospects are filled and submitted to the manager, he decides to accept or reject based on the information provided. Once if the prospect is accepted then it is added to the clients list and project is stated as approved, if not a new prospect has to be developed and resubmitted to the manager.

In this application, there are two different roles which have their own functionalities and privileges. They are:

  • Manager
  • Employee

Manager:

Managers has the access to add new employees into the database. They can also make announcements for the employees and can generate reports related to recent transactions. Manager has an additional access like once if an employee adds a new prospect into the database only manager can accept or reject the proposals. He views all the information provided related to the prospects and then decides whether to accept or reject. Once the prospects are accepted, then they are approved as clients and are displayed in the clients list. All the lists of the employees and data related to them are available in manager module. Both manager and employees can add clients but only manager has an access to accept or reject. He generates reports and downloads them in PDF format for any future purpose.

Employee:

Employee module also works the same but he does not have access to accept or reject any proposal. He can add clients similar to manager and can view the announcements made by the manager. He can search for required clients and can filter based on clients or prospects. Employee follows the guidelines of the manager and works accordingly. All the details filled by the employee related to the client’s information must be specific and clear so manager can easily decide whether to accept or reject any proposals.

Technical Requirements :

Operating System : Windows, Linux

Technology : Java

Software : Eclipse

Database : Oracle 11g

Web Server : Tomcat v7 or V8

Client Side Technologies :

HTML/HTML5

  • CSS/CSS3
  • Java script
  • Ajax
  • J query

Comments

Author's names are in alphabetical order.

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