Master of Science
Xueqing Tang, Ph.D.
Do Young Park, Ph.D.
Alex Liu, M.S.
In the organizations managing the sales and client’s information plays a key role so for managing that information we are going to develop a Sales Management Portal. Sales Management portal is used to manage all the products and the services sales details and customer details in the organization. By using this portal, the sales information in the organization can be managed easily and in a secured way. This web portal is very scalable which can be used for the small and also for the large organizations.
With this portal manager can see the employee’s progress and can also share the important messages with the employees by using announcements. This portal is also used by the employees to save and manage all the clients and prospects details. Employees can also manage the client’s general information, contact, opportunities, proposals and projects details.
When coming to the modules of this portal, it contains 3 main modules like Administrator, Manager and Employee.
In this module the administrator can add and authorize the manager for accessing the appropriate operations and he can also view the current projects, proposals, prospects and clients details. Administrator can also post any important information like the meeting timings.
In this module the manager can add and authorize the employees for doing necessary actions to store the clients and prospects general information, opportunities, proposals and projects details. By using this module, the manager can also track the employee’s progress and can also send the messages to the employees.
In this module the manager can also view and update prospects, opportunities and proposals details and the manager can also manage the project details.
In this module the employees can add and save the new clients and prospects details with their general information, contact information and their proposals, opportunities and projects information. The sales management employees can also update the clients and prospects information and they can also search the client or a prospect through their names or by using the client or prospect filters to search the appropriate details.
Katragadda, Haneesha; Katturoju, Shivakumar; Papineni, Anoop; and Ravipati, Vikram, "Sales Management Portal" (2016). All Capstone Projects. 273.