How to create a sales portal

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Hi,
I am a fresher recently i got job as .net developer,I need to create a sales portal for my company.They want a portal like sugarcrm because it is the requirement of business team,I am in dilemma how to proceed...I didnt underdatnd abt sugar crm so please give me suggestons....

Posted 10-Jan-13 18:12pm

ravikiran4a9

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Sandeep Mewara 11-Jan-13 0:15am

So you say, you are new and your bosses ask you to develop this all alone? No senior or support provided who have any knowledge around it?

Sergey Alexandrovich Kryukov 11-Jan-13 0:30am

Wow! It was a Sly Plan to screw up this guy completely. I am really sorry. This "requirement" to one person is more like sabotage...
—SA

Sandeep Mewara 11-Jan-13 1:19am

True. :doh:

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*Abhishek Pant* · Answer 1 · 2013-01-10T18:31:00

Solution 1

Sugar crm[^]
It has a admin part and user part database is managed in a server with db2 or other.
admin has all policies to make changes.and development team and change their authority of values.
For further help see siebel crm features
http://www.oracle.com/in/products/applications/siebel/overview/index.html[^]
Its like codeproject portal also.admin have authority to delete edit and different authority is provided to all persons.
Open Source CRM[^]

Posted 10-Jan-13 18:31pm

Abhishek Pant

Comments

Abhishek Pant 11-Jan-13 0:56am

also have a sharp knife kill your boss :)
if he asks you to build this alone..

Sandeep Mewara 11-Jan-13 1:20am

I hope OP takes it as a joke. ;)

All he needs is to walk away and find a new job if his boss really asks him to do this all alone at this point of his career.

Sergey Alexandrovich Kryukov 11-Jan-13 1:29am

I have a better idea for OP: look for a new job as hard as possible, but work at this project as long as they pay for the job; consider this as a bonus and an opportunity to get some good experience while working more or less independently.

Sometimes, wrong things can be used for something good...

—SA

Sandeep Mewara 11-Jan-13 1:39am

Totally agree with you. But, this needs discipline and motivation. If OP can, he should.

Sergey Alexandrovich Kryukov 11-Jan-13 1:48am

In all cases, this is much better then sitting and doing nothing. Who cares about discipline? Just relax and do some useful work; learn technology, try it — it will pay off later, on the same job or different. Not bad at all, come to think about... Here is the motivation.

And situation with management might change, by one or another reason. Giving up is always a loosing strategy, why taking it?

—SA

Sandeep Mewara 11-Jan-13 1:52am

Yup.

ravikiran4a9 18-Jan-13 6:48am

Hi,
I want to know the clear description of contacts,opportunity and Accounts which are there in sugar crm..If you have any idea please tell me...

Sergey Alexandrovich Kryukov 18-Jan-13 12:52pm

I don't quite understand which contacts do you mean...
—SA

ravikiran4a9 21-Jan-13 7:20am

Hi surgey please once check below url

https://trial.sugarcrm.com/yopgix1951/index.php?action=ajaxui#ajaxUILoc=index.php%3Fmodule%3DHome%26action%3Dindex

In this u can see accounts,contacts and opportunity..

Abhishek Pant 19-Jan-13 9:09am

these contacts will be shown to all oputunity to sales team and account with different policy to different persons will be shown

Sergey Alexandrovich Kryukov 11-Jan-13 1:29am

Voted 5, by the way...
—SA

Abhishek Pant 11-Jan-13 1:42am

thanks Sergey,yeah its not a small project.Hope my above comment for OP- will be taken as a joke. and also follow Sergey idea above.

Sergey Alexandrovich Kryukov 11-Jan-13 1:51am

Well, I hope you saw my recent comments above...
And yes, I support the idea to let the "boss" alive. People are the highest value in our live... :-)
—SA

Abhishek Pant 11-Jan-13 3:13am

:) :laugh:.I also agree with your idea..

veludhandi ravikiran 16-Jan-13 4:54am

.Hi,
I created sales portal upto some extent.Now i want to know the clear descrtion of contacts,Opportunity and Accounts which are there in suagrcrm.please once see the below url's...

https://trial.sugarcrm.com/yopgix1951/index.php?action=Login&module=Users&login_module=Home&login_action=index

http://support.sugarcrm.com/02_Documentation/01_Sugar_Editions/02_Sugar_Enterprise/Sugar_Enterprise_6.6/Sugar_Enterprise_Application_Guide_6.6.0/11_Contacts

I studied sugarcrm document but i didnt understood clearly please i need suggestions from you....

Abhishek Pant 16-Jan-13 5:19am

Each user has some authority.but Admin has superpower to change everything it needs a server to run on unilimited users.See I explain you with the help of codeproject as example-I can vote any question and can post a question see different menus accoding to the the authorities.I can delete your question but you can't as you dont have authority to delete it.I can edit it but you can't but still admin has right to disapprove the changes I have done.Admin can change my authorities any time on request or other.Also there is a need of panel for developement further needed in future.
you have to design every part as a different application and then join them.you will design almost for these team categories-for development team, help(Not but can see the error policies and can report to admin and developement team),admin will provide authorties to these two they are always connected to admin any change made by them will be reported.users with different policies having different accounts.

veludhandi ravikiran 17-Jan-13 4:20am

Hi,
tq for the reply, I want to know the clear description of contacts,Accounts and opportunity which are there in sugarcrm application,Please help me...

Abhishek Pant 19-Jan-13 9:19am

these can be as above or ask the needs for your client what authorities he want to display these all.