CRM FOR TECHNICAL

SUPPORT
Megavarnan B.
201652270
Internal Guide: Dr. G.Chandrasekaran,
Sr.Prof & Director
External Guide: Mr. Santhosh

25 April 2019 1
 Content
• Company Profile
• Project Overview
• System Configuration
• WordPress Framework
• Proposed System
• Work Flow
• Database Tables
• Screenshots

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 Company Profile

COGNIO TECHNOLOGY PVT LTD

• Cognio Technology solution is a part of Education
Management Corporation of Australia.
• Cognio Technology services includes Website
Design, Customer Relationship Management(CRM),
Digital Marketing, Website Development,
Maintenance and Support globally.
• It also deals with Android and iOS app development,
and their promotions.

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 Project Overview
• CRM for technical support is a user friendly
website, which helps in profiling prospects,
understanding their needs, and in building
relationships with them by providing the most
suitable products and enhanced customer
service.
• The system has 2 main Logins:
– Users take care of the customers, purchases,
and invoice details.
– Admin see the sales reports via chart, and
search for the customer details and manage
the invoice and emails. 4
25 April 2019
 System Configuration

• Framework - WordPress 5.0

• Database - MySQL
• Language - PHP 7, HTML5, jQuery
• Tools/Server - Apache Server
• Editor - Sublime v3.1.1
• Processor - Intel Pentium
• RAM - 4GB RAM
• Hard disk - PC with 500GB

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 WordPress
• WordPress is free and an open source Content
Management System (CMS) and allows the
users to build dynamic websites and blogs.
• WordPress is the most popular blogging system
on the web and allows updating, customizing
and managing the website from its back-end
CMS and components.
• CSS files can be modified according to the
design as per users needs.

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 PHP and MySQL

• PHP (Hypertext Preprocessor) is a widely-used

open source general-purpose scripting language
that is especially suited for web development and
can be embedded into HTML. PHP is a server-
side back end programming language.
• MySQL is a very powerful program and handles
a large subset of the functionality of the most
expensive and powerful database packages and it
is very friendly to PHP.

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 Proposed System

• The proposed system of CRM for technical

support is a user- friendly website.
• Does sales and services on a single CRM
platform.
• Manages the complete customer journey – from
order, invoice to account maintenance.
• Solves the technical problems via phone,
email, or with a live-chat interface and leaves
comments about the products.
• Show the sales details in chart format to admin.

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 Work Flow
User Admin

Login Login

No
Is No Is
valid valid

Yes Yes

User Menu Admin Menu

2 1
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 ADMIN

on submit

Add Users

Sales Report

Database

Emails

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0
 User
2

Add customer details

submit

No customer
success

invoice
Yes

Report
Database

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1
 Database

Table_1 Login_page

Field name Type Constraint Extra

user_name varchar(32) Not Null
user_password varchar(16) Not Null
user_email varchar(64) Not Null

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2
 Table_2 Customer_details

Field name Type Constraint Extra

customer_id smallint(4) PRIMARY KEY AUTO_INCREMENT

customer_name varchar(32) Not Null

gender varchar(8) Not Null
address varchar(255) Not Null
country varchar(32) Not Null
phone_number bigint(10) Not Null
customer_email varchar(64) Not Null

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3
 Table_3 product_details

Field name Type Constrains

product_id varchar(8) PRIMARY KEY

product_type varchar(16) Not Null

product_name varchar(16) Not Null
product_price float Not Null
subscription_period varchar(8) Not Null
period_price float Not Null
total double Not Null

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4
 Table_4 Invoice_details

Field name Type Constraint Extra

invoice_no varchar(8) PRIMARY KEY AUTO_INCREMENT

customer_id Smallint(4) Foreign key

product_id varchar(8) Foreign key
Date date Not Null
Product_id varchar(8) Not Null
product_name varchar(16) Not Null
subscription_period varchar(8) Not Null
sub_total float Not Null
country varchar(32) Not Null
GST float Null
Grand_total double Not Null

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5
 Work Done
• Knowledge Acquired
– WordPress
– HTML5
– CSS
– PHP 7
• Screen Designs
– Login Page
– Admin Page
– Customer Details
– Customer Product Details

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 Screenshots
• Login Page

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• User Details

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• Admin Page

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• Customer Details

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• Customer Product Details

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1
 Work In Progress

• Coding and Functionality

• Learning jquery and ajax
• Database Connection
• Chart
– For product sold details
• Validation
• Testing the bugs

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