Customer relationship management system and method
View Patent ↗A software-based customer relationship management system and method.
1. A customer relationship management system, comprising:
a client;
a database containing a plurality of pieces of information;
one or more modules that access the database to pull pieces of information from the database based on a request from the client and display a user interface to the user containing the requested information;
one or more controllers that control access by the client to the one or more modules and the database;
a sugarbean class wherein each module further comprises a subclass of the sugarbean class; and
wherein the one or more modules further comprises a forecasts module that generates a forecasts home page to set, manage and update quotas and forecasts.
2. The system of claim 1 , wherein the forecasts home page further comprises means for assigning quotas to a sales representative for a predetermined time period.
3. The system of claim 1 , wherein the forecasts home page further comprises means for analyzing historical quota and forecasts.
4. The system of claim 1 , wherein the forecasts time periods are configurable and multiple hierarchical and/or overlapping time periods are supported for quotas and forecasts.