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3 ARC needed this repository for all of its possible sales leads in order to develop new marketing and sales initiatives that would better suit the needs of its customer base. The inherent need for a central repository of potential customers, along with the fact that sales people are not always working out of a single office, reinforced the need for a Web-based CRM solution. Barriers and/or issues: During the research, design and implementation of this project this author encountered the following barriers and issues: 1. Time Management: The coordination of ample time to meet with management of ARC to work out design specifics of the application, as well as finding suitable time to work, code, research and write this paper. 2. Commitment: This project took the commitment of both this author as well as the staff of ARC. There were many parts of the CRM application that required testing and feedback. If ARC were not able to commit to providing the proper staff to aide in the testing and debugging of the application then it would not have been successful. 3. Research skills of the author: This author has limited experience in authoring a research publication of this magnitude and in this format. To overcome this barrier it was necessary to incorporate the use of the Internet as well as the knowledge and experience of colleagues.
4 Research questions to be answered: Upon reviewing the research literature used for this project the following questions were answered: 1. Can a viable Web-based solution be created with the technology currently in use at ARC? 2. Is it feasible to use the Internet as a suitable backbone for accessing this application? 3. Can ARC’s sales be expected to increase by providing the sales staff with a tool they can all use? 4. Will this application allow ARC to collect the data they need so marketing and sales events can be steered towards the needs of the customers? 5. Is a custom built Web-based application a better solution than an off the shelf product? Limitations and scope of the project: The scope of this project was limited to providing ARC a company-wide solution for tracking and assigning sales leads. The application was designed specifically for ARC and was by no means meant to be used as an off the shelf product, due to the fact that the needs of ARC were unique in terms of the information they wanted to collect and the business model they used. This application’s design was based on the specifications given to this author, and both tested and accepted by ARC’s employees.
Page 1 and 2: Regis University School for Profess
Page 3 and 4: Regis University School for Profess
Page 8 and 9: An Abstract of a Project/Practicum
Page 10 and 11: Table of Contents Chapter 1 - Intro
Page 12 and 13: List of Figures Figure 1 - Web Appl
Page 14 and 15: 1 Chapter 1 - Introduction Statemen
Page 18 and 19: 5 Summary: Affordable Residential C
Page 20 and 21: 7 Chapter 2 - Review of Literature
Page 22 and 23: 9 management capabilities (Chen and
Page 24 and 25: 11 administration (Beynon-Davies, 2
Page 26 and 27: 13 successful which relate to the s
Page 28 and 29: 15 Developer’s Guide”, n.d.). D
Page 30 and 31: 17 subsystems that were previously
Page 32 and 33: 19 incorporated into a collection o
Page 34 and 35: 21 with Web-based applications in m
Page 36 and 37: 23 making sure their servers, espec
Page 38 and 39: 25 Research methods to be used: The
Page 40 and 41: 27 concerning the security of their
Page 42 and 43: 29 Chapter 3 - Methodology Life Cyc
Page 44 and 45: 31 was the custom built application
Page 46 and 47: 33 Lead Assignment: The procedure A
Page 48 and 49: 35 Review of deliverables: The deli
Page 50 and 51: 37 When the project began ColdFusio
Page 52 and 53: 39 MX licenses, as well as the othe
Page 54 and 55: 41 Figure 7 - Required Lead Informa
Page 56 and 57: 43 ColdFusion for their internal in
Page 58 and 59: 45 All of the tables were created w
Page 60 and 61: 47 After numerous revisions the own
Page 62 and 63: 49 If a user forgets their password
Page 64 and 65: 51 Figure 18 - Create Profile Page
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53 want to delete. When the profile
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55 Figure 25 - Show Leads Page (Dar
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57 Figure 28 - Lead Documents Page
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59 When the user closes a lead they
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61 Since certain users are allowed
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63 FORGOT_PWD table. In addition, n
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65 in a module or changes to a modu
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67 stored procedure would parse the
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69 Using the Internet site of ARC a
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71 hesitant to use the application
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73 management. There was not any da
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75 Summary of results: This project
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77 Chapter 5 - Lessons Learned and
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79 What would have been done differ
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81 logic that is currently in the f
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83 Although the project met initial
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85 Liao, Shu-Hsien (2005). Expert s
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Appendix A 87
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89 Appendix C Design and Implementa
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91 The Internet as a Portal Can be
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93 Components of a Database backed
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95 Web Methodologies Web applicati
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97 Project History Application Req
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99 ARC’s Design Idea Final Design
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101 Application Features Automatic
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103 Next Evolution of the Project
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105 Annotated Bibliography .NET Fra
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107 design; and specific logical de
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109 This website defines a relation
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111 Standing, Craig (2002). Methodo
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