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Call center application for sales planning and progress monitoring

Project duration: 7 months

Brief description

Development of an application that can be used to plan systematic contacting of the sold-to party’s customers in order to sell reagents for analysis devices and for which sales progress can be monitored. To enable this, a series of customers is assigned to every sales agent. The sales agent then assigns these to the sales options application. The customer data are taken from an already-implemented CMS system. The sales options created in the application and the data collected over time are also saved there.

Supplement

The application is implemented as a Windows client with WPF (Windows Presentation Foundation) in C#. Microsoft SQL Server is used as the database system. It uses an expanded and existing ProClarity database to which some inside-sales-specific columns and tables have been added. A WCF service providing a few generic methods is created for communication between the client and the database. The database itself is accessed using Linq to SQL.

Subject description

Among other things, the sold-to party operates a series of larger analysis devices that are capable of simultaneously performing a whole series of analyses in parallel. The objective is to utilize the device capacity to the greatest possible extent, as this is also associated with corresponding sales of reagents. To enable this, the utilization level (number of open channels) is determined for a customer’s analysis devices and the customer can then target the unused channels. This process takes into account known information on existing devices that the customer has (including competitor devices) and on devices that the customer has already purchased but has not yet installed. The progress of a sales option is determined using freely-definable comments and different status values.

Overview

Project period01.07.2009 - 31.01.2010

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