A database schema includes entities and the relationship among them. roles - a user can be either a Sales Rep or a ManagerĪ database schema is the structure that represents the logical view such as tables, views, or primary and foreign keys of the entire database.todo_desc - description of a task such as Follow Up Email, Phone Call, and Conference etc.todo_type - a type of task either Task or Meeting.user_status - a sale person can be Active or Inactive.task_status - the task status can be either Pending or Completed.Each indicates a different stage in a typical sales cycle contact_status - contains contact status such as Lead and Opportunity.Users can also have roles, such as Sales or Manager.Īll other tables are lookup tables to join to the three main relational database tables. The Users table holds login information about users of the system such as usernames and passwords. The Notes table stores all sales activity information such as meetings and phone calls. The Contact table contains basic customer information including names, company addresses, project information, and so forth. notes - holds information collection from Contact by sales people.
We will start by creating our custom CRM database. Managers have access to reports and sales pipeline information. Login: Salespeople and managers have different roles in the system.They should deliver key information at a glance and provide links to drill down for more details. Dashboard: CRM dashboards are much more than just eye candy.Activities: Tasks, meetings, phone calls, emails and any other activities that allow you to interact with customers.Contact: Information about the people you know and work with.Accounts: Information about the companies you do business with.Here is a list of the essential components of the CRM: We’ll be creating a simple CRM system for salespeople to:ĭownload Demo Files Building Blocks of a CRM In this tutorial, we are going to build a custom CRM in PHP, which a sales team can use to track customers through the entire sales cycle.
By Richard Build yourself a simple CRM from scratch in PHP and MySQL Photo by Mike Kononov on UnsplashĬustomer Relationship Management (CRM) is a system that manages customer interactions and data throughout the customer life-cycle between the customer and the company across different channels.
0 kommentar(er)
