Planner Application Based on Customer Relationship Management

International Research Journal of Engineering and Technology (IRJET) e ISSN: 2395 0056

Volume: 09 Issue: 07 | July 2022 www.irjet.net p ISSN: 2395 0072

Planner Application Based on Customer Relationship Management

Parakh Shah1, Sushmitha N2 1,2 Department of Information Science and Engineering, R V College of Engineering, Bangalore, India ***

Abstract This project involves building a calendar or planner like view for the managers. It should enable the management level staff to perform various everyday level tasks and improve productivity. The project aims to make day to day tasks like seeing a list of all to dos for their team easier. The aim is to aggregate data from multiple Customer Relationship Management (CRM) sub modules. This data needs to be shown and visualized in an easily digestible, calendar grid view. All tasks against a lead should be shown in an organized manner to improve viewability. Everyday tasks and dealership traffic should be visualized in the planner. There must be weekly, bi weekly, and monthly views available at the minimum. Various things need to be learned from the existing code. This will help in developing new modules and integrating them into existing systems. A learning based project with a similar tech stack was given to us and then the project CRM planner was developed.

Key Words: Customer Relationship Planner (CRM), Automotive Retail Cloud (ARC), Software as a Service (SaaS), User Interface

1. INTRODUCTION

The dealer module was already there when the initial project for the CRM module began. There were various sub modules for leads, tasks, and appointments in this CRM module. An employee must therefore examine each module to see his tasks. It was challenging for a manager to keep track of the responsibilities given to each employee who reported to him. To address the issues the staff members are experiencing and the managers, a decision was made to create a CRM planner. A tool called CRM (Customer Relationship Management) is used to control relationships with current and potential customers. The CRM module is designed specifically for autodealerstomanagetheirleadsandcustomers.

CRM users can view all of their tasks and appointments, including interacting with customers, in a calendar like view.TheCRMplannerconsistsofamonth view,aweekly view, and a three day view. The tasks that have been allocatedtotheusers will besimpler for themtosee. The responsibilities and appointments of the workers who report to him can be seen by the manager. Additionally, the boss will have the ability to plan his own and other employees'responsibilitiesandappointments.

Fig 1 PrototypeofPlannerUI

The objectives of Planner include building a planner/calendar for managers to keep track of appointments and tasks created for different services. It also focuses to develop a service for clients to schedule appointmentsandcompletethemthroughdifferentmeans like call, text, mail, and message and to schedule appointments and tasks at any given time and any given day, which can be managed by the different views in the applicationnamelyDayView,ThreeDayView,WeekView, MonthView,and,lastly,to makeiteasiertofinda certain activity by utilizing different criteria for both service appointmentsandsalesassignments.

The modernized form of CRM is partly a result of the increased use of technology in maintaining and maximizing the value of information. The planner also usesa technologystack specificallyrelatedtoinformation technology, which is used to build the project and use themasproductsforthefuture.

1.1 LITERATURE SURVEY

In paper [1], It is well acknowledged that there is a growing market for tools and apps that operate more quickly. JavaScript frameworks have several benefits, including ease of use and straightforward framework interaction. In [1], Vue.js and React.js are contrasted. In [2],ReactJSisapart basedlibrarythatisconveyedforthe advancementofintelligentUIs.Rightnow,itholdsthetitle of the most popular front end JS library. It integrates the view (V) layer of the M V C (Model View Controller) design.

International Research Journal of Engineering and Technology (IRJET) e ISSN: 2395 0056

Volume: 09 Issue: 07 | July 2022 www.irjet.net p ISSN: 2395 0072

It is supported by Facebook, Instagram, a network of independent designers, and several organizations. Respond fundamentally makes it possible to create complex, large scale online applications that can change theircontentwithoutnecessitatingnewpagerevivals.

It aims to provide improved customer experiences while blazingly quickly and powerfully developing online applications. ReactJS can likewise coordinate with other JavaScript libraries or structures in MVC, for example, AngularJS.

In paper [3] Individual aspects in web applications, such as typefaces, text weight, colors, backgrounds, width, and height,areallaffectedbythestyle.TheuseofCSSModules andCSSinJS,aswellashowtoincludeanduseCSSfilesin React,areallcoveredinthischapter.Thesimplestmethod for styling a React user interface is including one or more CSSfilesintheHTMLfilethatlaunchesReact.Whenusing traditional CSSstylesheets, CSSModulesoffersomeof the benefits of using JavaScript style objects. There are numerous third party libraries available for JS that implementCSS.

In [4] This senior thesis' major goal was to investigate a front endJavaScriptlibraryforcreatingonlineandmobile applications. Presently, there are numerous front end applicationdevelopmentframeworksandlibraries.Oneof them is the ReactJS library, one of the newest web technologies. It's been demonstrated to be the quickest renderinglibrary.Itfocusesontheviewcomponentofthe MVC paradigm and is extensively used for the creation of large scale applications. It was created by Facebook for internal use, and compared to other technologies, it has proventobeaquickandeffectivelibrary.

The primary objective of this chapter, as stated in paper [5], is to complete the React web application by adding URL routing and the remaining components before preparing to deploy the application in a container. The TypeScript compiler parameters used in this chapter are listed in Table 20 1 for your convenience. In this chapter, URL routing and the last few components needed to prepare React web applications for container deployment are added. The TypeScript compiler parameters used in thischapterarelistedinTable20 1foryourconvenience. Accordingtoa paper[6],themajorityofhighereducation institutions (HEIs) have silos of scattered procedures, which further exacerbates the ambiguity and conflict surrounding customer relationship management (CRM), wishes, expectations, and demands. (DEN). To maximize resourceeffectandreduceorganizationaldisruption,HEIs should practically map this DEN to existing processes, roles, events, activities, channels, and technologies (PRE ACTs) within the institution. The research also analyses the use of additional practical approaches that must be taken into account to ensure that strategic HEI CRM DEN

is properly captured and that the needs are adequately matchedtoactualHEIoperations.

Using reference in [8], it first relates to the CIDOC CRM standard, as well as the data model and description vocabularies. Knowledge graphs can be enabled by a variety of technologies, two examples being a graph database and an object graph mapping library. The case study is the Portuguese National Archives, Torre do Tombo, and the major goal is to develop a system for document description and retrieval that complies with CIDOC CRM and is accessible to both professionals and members of the general public. The Arch Onto ontology and its incorporation into the Arch Graph knowledge graph served as the primary data model for archive records when it was first designed. The creation of applications made possible by the graph and the translation of existing records to a richer representation will both contribute to the goal of a semantic archival informationsystem.

2. METHODOLOGY

Figure 1 shows a block diagram representing the entire flow of the proposed work. Figure 2 shows the high level design for the project. A system called customer relationship management (CRM) enables one to oversee all of one’s business's interactions and relationships with both present and potential clients. The goal is clear: to foster stronger business relationships. A CRM system helps organizations maintain relationships with customers,streamlineoperations,andboostprofitability.

Fig 2 SystemArchitecture HLD

The implementation of this project proceeds in different phases

International Research Journal of Engineering and Technology (IRJET) e ISSN: 2395 0056

Volume: 09 Issue: 07 | July 2022 www.irjet.net p ISSN: 2395 0072

1. To implement the first task, the tools used mainly include the Full Calendar Module:

● The project makes use of the Full Calendar packagetohelpbuildtheapplicationfluently.

● React JavaScript is elegantly integrated with Full Calendar.

● It provides a component that exactly matches the functionalityofFullCalendar’sstandardAPI.

● By instructing Full Calendar's core package to start rendering with React virtual DOM nodes rather than the react nodes it typically uses, it becomesa"true"Reactcomponent.

● The project uses Reactasthefront endstack and SpringBootastheBack endstack.

4. Adding Filters

● As shown in Figure 2, the main dashboard/planner consists of various views and filtersassociatedwithit.

● Sales appointments and service tasks can be created through both the Add New button on the top right corner and the on Click functionality of anyofthedatesandtimeslotsasshown.

Fig 4 SystemDesign FiltersandDateSelectionPanel

5. Data Retrieval -

Fig 3 SystemDesign CalendarPanel

2. For the implementation of functionalities and modules i.e., the second category:

● Once the Full Calendar component is working properly, it makes use of the design document to implement the changes that are mentioned and alsoaddsnewfunctionalityifanyexiststosuitthe customer'sneeds

● This is achieved using different code changes using React and Redux state management tools. And the versions of the modules are managed usingbitbucketandgit.

● Every module is followed by preproduction and release and accordingly, the rest of the changes are made to the project considering the circumstances.

3. For Integration of Spring Boot React Full Stack Architecture:

● The next step is to combine the React backend with the Spring Boot back end along with the localdatatocarryouttheproject.

● Data retrieval becomes easy with the use of variousfiltersprovidedinthebottomrightcorner consisting of both the sales appointments and servicetasksfilters.

● There are multiple views namely Day, Three Day, Week,andMonthviews,andtheslotsaredivided intoDaysandtimeslotsrespectively.

6. Customer Service -

The next step is to deliver the Planner to different clients and incorporate the changes that they suggest and maintaintheoptimizationandavailabilityatalltimes.

3. RESULTS AND DISCUSSIONS

ThedesignaimstoaggregatedatafrommultipleCRMsub modules. This data can be from different leads which consist of appointments for a test drive or showroom visits for purchase/inquiry. The data can also be different taskswhichcancompriserespondingtopendingcustomer queries or pending emails and calls. Lastly, the appointments are mainly divided into two types: Sales AppointmentsandServiceAppointments.

International Research Journal of Engineering and Technology (IRJET) e ISSN: 2395 0056

Volume: 09 Issue: 07 | July 2022 www.irjet.net p ISSN: 2395 0072

This data needs to be shown and visualized in an easily digestible, calendar grid view. All tasks against a lead should be shown in an organized manner to improve viewability. Everyday tasks and dealership traffic should be visualized in the planner. There must be weekly, bi weekly and monthly views available at the minimum. PresentingCRMasanimportantandtime savingtoolwill inspire people to utilize it on a wide range of occasions. Managers must make CRM software a vital medium for making or recording all everyday contacts by the Sales staff. Make sure the sales infrastructure understands that CRM may help them keep current on scheduled activities andismorethanjustatrackingtool.

Software is used in almost all of the organization's processes to replace physical labor. The problem is that none of these systems are connected, and no data is exchanged between them. When creating CRM software for a company, it is essential to understand the needs of both the employees and the business. The expectations of all personnel levels, whether they are Management Users, Sales Representatives, Service Executives, or Marketing Managers,mustbemetbyasuccessfulCRMinstallation.

4. CONCLUSION

All firms that have senior management make decisions regarding CRM deployment due to the financial and operational changes that will result from the CRM's implementation.Theentireteammustbeinformedofthis decision and the subsequent process, and senior management must support the plan throughout the implementationstage.Alackofcommunicationamongthe staff members may lead to insecurities and mental hurdles.

The major future enhancements that the project includes are adding more relevant filters to the application. Currently, the application deals with only three types of filters. One is the default filter and one contains different filter values from both Sales Tasks and Service Appointments. To improve the user experience and to increase the speed of data retrieval, we can add more relevantfilterstotheapplication.Thesecondmajorfuture enhancement is the integration of an already existing scheduler with the Planner Next task in future enhancements is the Integration of the CRM Scheduler withthePlanner.Schedulersdoanoveralldifferenttaskof scheduling tasks and working hours of different people andmaketheprocess moreefficientforthemanager.The integration of both of them will lead to a great improvement in user experience and customer satisfaction.

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International Research Journal of Engineering and Technology (IRJET) e ISSN: 2395 0056 Volume: 09 Issue: 07 | July 2022 www.irjet.net p ISSN: 2395 0072

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