We are a software company selling software products on our website.
And we want to have a CRM system to maintenance all information about
the customers(such as the name, address, phone, email address) and
their orders(such as order ID, tracking ID, purchase method, etc.).
The detailed requirements are:
1. Has a web-based interface for the administrator, the staff members
and the customers.
2. Has a background database, such as MySQL database, contains all the
information about the customers and their orders. And we can add
additional fields according to different requirements.
3. The administrator can login via the web interface and perform all
the administration tasks, including add/update/remove/search customer
records, add/remove staff members and set their privileges which
define the operations they can do on the CRM system.
4. The staff members can login via the web interface and perform the
tasks according to their privileges set by the administrator.
5. The customer can login via the web interface, which is called
"Customer Area" or "Member Area", where he can review or update his
profile(personal information, such as name, address, phone, email,
etc.), review his order information, re-download the software product
he has purchased in the past, access the customer-only technical
support service, renew his subscription to technical support service,
and purchase an upgrade of the software product if he want.
6. Can add customer data to the background database automatically via
a form or GET/POST methods.
7. Support to import customer data in XML format.
Does anyone know a CRM system support all these features? Thanks.
On Dec 30, 4:59*am, chongwei.c...@gmail.com wrote:
Hi,
Since you are asking on the Microsoft CRM group, I'll assume you are
asking about Microsoft CRM.
CRM out of the box can do sections 1-4.
You can build a customer portal who will interact with CRM, by
using .net programming. that will take care if 5 and 6.
about 7, CRM support for import data in CSV format, but you can easily
create a program to import form XML file.
My advice would be to contact a Microsoft partner who specialised in
Microsoft CRM.
Good luck,
Chen Hirsh
