This document proposes developing the existing desktop CRM application into an iPhone application to address drawbacks like lack of portability, complex layouts, and limited user interaction. The proposed mobile app would simplify workflows, improve efficiency, reduce time wasting, and allow fast data retrieval through a simple and attractive interface requiring minimal clicks. It would give CRM agents portability while allowing them to search for practices and providers, view details, generate cases, and access customer support information through features like login, search, case generation, and a customer officer interface. The app would use Xcode and Objective C for development, integrate with a backend WCF web service on Microsoft Visual Studio, and store data in a Microsoft SQL Server database.

1. PROBLEM STATEMENT
“Developing Existing Desktop CRM Application To
IPhone Application”
CRM Desktop App. Have Following Drawbacks:
1.No Portable Functionality
2.Not User Friendly
3.Abundant Clicking
4.Multiple Layouts
5.Consuming Large Space
6.Lack Of User Interaction
7.Dispersed Information

2. PURPOSE / PPROPOSED SOLUTION
The mobile technology is growing rapidly due to its fast
communication and that is the major aspect for this software.
Proposed solution will help the Agents in following manners
•Flow is very simple, user can learn easily
•High efficiency and effective system
•Less time wasting
•Amazingly fast retrieval of data
•An attractive approach
•Minor clicking required
•To improve the user interaction
•Portability is the best part of it.

3. Web service
CONCEPTUAL DIAGRAM
Request
Response
Request
Response
Request
Response

4. SCOPE AND OBJECTIVES
This application will be used to solve clients
cases and the CRM Agents would be the user
of this app.
1.Agents Login
2.Search Practices Or Providers
3.Get Details
4.Gather Case Details
5.Case Generation
6.CSO Information

5. DATA FLOW DIAGRAM

6. FRONT END

7. LOGIN MENU

8. SEARCH BY PROVIDER

9. SEARCH BY PRACTICE

10. PRACTICE/PROVIDER DETAIL

11. PRACTICE/PROVIDER DETAIL

12. CASE DETAILS

13. COMPLAINT DETAILS

14. COMPLAINT DETAILS

15. COMPLAINT DETAILS

16. CUSTOMER SUPPORT OFFICER INFO

17. CUSTOMER SUPPORT OFFICER INFO

18. NEW CASE GENERATION

19. TOOLS AND LANGUAGES
• Operating System OS X (Yosemite 10.10.3)
• Xcode 6.3.1 Tool (Objective C)
• Microsoft Visual Studio (Web Service WCF)
• Microsoft SQL Server (Database)