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Selection system for customer identification
Project duration: 8 months
Brief description
Selection system for identifying customers and carrying out customer campaigns. A database query module was developed to enable users without any knowledge of SQL to formulate their own queries. Data export of selected customer groups. Creation of new repeat tasks and repeat appointments for selected customer groups.
Supplement
The selection system is part of an existing agency system.
Subject description
Sales and distribution instruments for creating customer groups by means of specific characteristics (selection criteria) in order to contact those groups through campaigns such as form letters, meetings and tasks.
Overview
- Industries insurance
- Specialist tasks Customer Relationship Management (CRM), Reporting, sales support
- DV tasks customised software new development
- System environment Client/Server
- Procedure model OOA/OOD + SA/SD
- Databases Sybase SQL Anywhere
- Operating systems Windows 98
Project period01.03.2003 - 31.10.2003
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
Service
Industries
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