Maxill, a Canadian company supplying dental and other medical products, wanted to migrate their desktop based back-end application (used to manage sales and customer activities) to a web based one. The solution was required to be synchronized with Sage Accpac, the accounting software being used at Maxill, in order to retrieve all customer and product information. Based on these requirements, Icreon delivered to Maxill a web based CRM system. The solution provides Maxill with the means to streamline all sales and customer related activities.
Customer Profile
Maxill is a Canada based company that supplies dental and other medial products directly to customers.
Business Requirements
Maxill were using a desktop based system to manage all sales and related activities. With the objective of upgrading the technology and to add new features, Maxill wanted to migrate their desktop application to a web based one. They were managing all product, orders and customer information a Sage Accpac application. This information was to be made available to the new application. Facilities to track the sales activities of the sales representatives were required. An extensive reporting engine was required enabling Maxill to track and monitor the performance of their sales representative and managers. The provision of storing and tracking all customer interactions was required to be built into the system. Google Maps was required to be integrated to enable customers to be located on the Map.
An online system to track & manage all sales & customer related activities
The solution, developed by Icreon on the PHP/Linux platform, provides Maxill with a framework to manage all their sales and customer related activities in an organized manner. The application has been synchronized with the Sage Accpac accounting system. All product and customer information is retrieved from the Sage Accpac into the application database.
Through the application Maxill can track the activities of all their sales representatives, managers etc. Each sales representative handles a specific territory serviced by Maxill. The sales representatives can use the application to plan their sales for the year, track their commission and bonus, and also manage their customers. Details of all interactions with the customers can be stored in the form of notes. Various types of notes, distinguishable on the basis of the type of customer interaction, are available in the system.
The managers, in turn, can use the application to monitor the sales representatives assigned to them. The application provides for the generation of a wide variety of reports enabling the company supervisors to keep track and monitor the performance of the sales representative, managers etc.
The solution includes various modules; access to each is based on user roles and permissions. The modules include:
Report Engine Driver (RED)
The RED module can be used to generate reports detailing the performance of sales representatives. The reports can be downloaded as Excel or PDF documents. Commission reports, Account Receivable, etc are some of the reports that can be generated.
SSS
Another reporting module, SSS, can be used to generate a variety of reports including: Sales planning and forecast, bonus reports, sales reports etc.
CRM
One of the most important modules, CRM can be used to track and manage all customer accounts. All customer information is retrieved from the Sage Accpac system. A detailed profile is available for each customer that includes general details such as name, address etc, order history, all documents pertaining to the customer, and all notes added for the customer.
Based on the need and situation, a sales person can add various types of notes to a customer. A note details interaction that the representative had with the customer. Follow-ups and reminders can be set for the notes. A history of all notes added for a customer and their statuses are available in a customer’s profiles.
The CRM module also includes a document repository wherein each user of the system can store his/her documents in the system and can also have access to the public documents available. A territory chart is also available, detailing the sales representatives, managers etc of each territory that the company services.
maxMap
The maxMap module can be used integrated with the module.
Administrator
This module can be used by the administrators to manage the application. They can create user accounts, manage roles permissions etc.
Technologies used in developing this application are:
