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| A CLIENT ACCOUNT MANAGEMENT SYSTEM |
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| Organizations with a large customer
base often face problems in manually updating their clients’
records and keeping a track of their accounts. Customers require
a client account management system to organize their enormous
information database - a solution to streamline and manage customer
details, produce on-the-fly client information and a one stop
point-of-reference for their sales and administration department.
After an in dept analysis of all the requirements Icreon came
up with a web enabled account management and
invoicing system, scalable towards a CRM implementation. The solution
was initially conceived to manage clients account information
but with the passage of time and an increasing demand for plug-in
functionalities, we modified the application and added new features
to it. |
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| Business
Requirement |
| A pressing need to organize the ever increasing
clients’ database and to systematize the entire procedure
of their account management led us to look for a comprehensive
solution that would manage: |
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Business leads |
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Client and vendor accounts |
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Invoices |
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Payment processes |
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| Icreon recognized the following potential
areas of development: |
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A customer’s need for a solution
that could offer an online solution to help sales and
administration departments in organizing and keeping a
check on all client-centric processes. |
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A single, unified Administration console to authorize
module level permissions. |
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| Client Account Management |
| The solution was aimed at providing a customized
client account management experience for sales and administration
departments by simplifying the entire process of keeping a tab
on all the processes related with client dealings. It was so
desired that there should be a single administration console
to authorize module level access for higher levels of security.
To implement all the desired functionalities in the solution
Icreon came up with a solution with the following features: |
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The application is based on an n-tier architecture |
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This web based application is powered by a content
management system. It enables site administrators and
sales managers to dynamically manage customer information. |
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A multi-level administrator user management system
has been integrated in this application. It empowers various
sales managers with essential tools to execute their unique
responsibilities and manage their respective workflows. |
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| Access levels: |
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Super Administrator:
has the complete authority to manage the application as
well as authenticate access to lower level managers |
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Sales Managers: they have access
to their client’s account only |
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The implementation of Lead Management
Module enables sales personnel to keep a track of their
own business leads, relating to actual or virtual inquiries
and negotiations, and subsequently, associate all contract
related information and documents to their own area of
operations/access. |
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Incorporation of Client/Vendor
management system enables the super administrator to holistically
manage existing client and vendor accounts. |
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The Contract management module has
been deployed to manage actual contract files. Sales managers
are empowered to create new contracts, using this particular
module. This is a password protected module and only managers
with permission levels can access it. Access levels are
secure. For example, sales personnel A can view contractual
information and guidelines for sales personnel B, although
not edit the same. This feature enables a fluid enablement
of cross-functional client-account information sharing
without compromising on its secure elements. |
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Incorporation of Invoice module
provides automatic invoice generation at the stipulated
time. This module has been deployed with the facility
of adding services and their related amounts so as to
generate final invoices. The invoices generated through
this module can be exported to PDF files with Invoice
numbers (generated automatically). |
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Deployment of a Payment Management
module enables sales personnel to keep a track of the
number and amount of payment received from clients. An
automatic reminder feature has also been provided under
the module which serves to provide timely reminders and
updates to a super administrator (or the concerned functional
head for this purpose) regarding pending payments that
are to be received from a customer. |
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The application generates various
customizable and extensible MIS reports for statistical
and financial purposes. The report generation feature
is scalable, that is, further customized reports can be
added at will. |
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The application has a Control Panel
implemented in it with the following features: |
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Service Manager: It manages a list
of all the services that are being provided to clients. |
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Wire manager: It manages the payment transfers
to the preset company accounts. |
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E-mail settings: It manages the valid email addresses
for correspondence with our clients. |
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System Users: It is managed by the Super Administrator
and through this module he can authenticate access
levels to the users. |
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| Technologies used in developing this
application are: |
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| Summary |
| Within a single framework a customizable
solution to manage customer centric information and details,
has been conceived at Icreon. The development process of the
solution was completed in many phases as new features were implemented
as and when their requirements surfaced. This solution has been
developed with a futuristic approach towards client database
management process. The deployment of solution has
provided an online platform for organizing the entire procedure
of managing a client’s database from the time of lead
generation till the time of project completion. |
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