This sales information system for intense customer relationship management in the construction sector supports field staff, supervisors and the sales management department.
Supplement
The application logic is implemented in C#. The PTA components common/error handling, tree view and DB access were used. The application is installed on every user notebook and accesses a local MSDE instance. An SQL server replication supplies the local databases with data from head office. The replication is configured so that every user receives a specifically tailored database (especially their own customers). The data from the existing SAP system take precedence. The SAP LIS is used for interface control. In a workshop, the customer is trained to use the setup independently. The transfer to the SQL server is performed via a text file export from SAP followed by a reconciliation of the data via T-SQL procedures. Furthermore, the sales data (around 4 million individual records centrally, and around 100,000 decentrally at ADM) from SAP are made available with a preconfigured Excel report as cube and query in the sales system.
Subject description
The sales information system covers the following functions: Customer information for the field service employee on meeting preparation and implementation, functions for aggregation and evaluation of the entered ADM information, functions and data for planning and management of the field service, data for analyses, data for market development , data for risk management (customer insolvency), data import