Sales Management Software for Cosies Insulation

This presentation discusses the implementation of sales management software for Cosies Insulation. The software aims to automate sales processes, track and manage sales data, and enhance sales and customer engagement through streamlined services. The presentation includes a breakdown of the project structure, system vision, stakeholder analysis, user stories, and use cases.


Cosies Insulation
Sales Management Software

 Installs insulation in homes
 Staff has 20 call centre members and eight
sales members
Introduction & Work Breakdown
Structure
Sales
Management
Software
Planning
Scope
Management
Estimations
Requirements
gathering and
analysis
Risk and
communicatio
n
management
Stakeholder
analysis
Milestone 2:
Project Plan
Execution
Product
Backlog
Design of the
system
Development
as per user
stories
Unit testing
Milestone 3:
Source code
Control and
Closure
Testing &
Implementatio
n
Change
Management
Security Audits
and Legal
compliance
Performance
evaluation
Go-live
Closure report
Milestone 4:
Closure Report
Initiation
Feasibility
Analysis
High-level
requirements
Compilation of
results and
briefing
Milestone 1:
Project Brief


 Automated sales management software
 Benefits to the users: managers, sales
representative, call centre staff
 Tracking and managing sales data
 Resolution of current issues
 Enhanced sales and customer engagement
due to streamlined services
System Vision


Stakeholder Contributio
n
Influence Interest Type of Communication
Cosies Insulation
(Project Sponsor)
High High High Weekly communication using
progress reports and tele-
conferencing tools.
Use of emails for unplanned
communications
End-Users – Sales
representatives,
call centre staff,
management
Moderate High High Use of elicitation techniques as
interviews, surveys, group
discussions, and brainstorming for
information collection.
Customers of
Cosies Insulation
Low High Moderate Use of surveys to collect the
feedback
Supplier Groups High Low Moderate Emails and tele-conferencing
meetings
Project Manager &
Team
High Moderate Moderate Daily progress reports, daily team
meeting, emails
Project Steering
Committee
Moderate High Low Weekly communication using
progress reports and tele-
Stakeholder Analysis


User
Story
ID
Requirement
1 As a Sales Representative, I would like to have the ability to login to sales management software to access the
information and functions.
2 As a Sales Representative, I would like to view the ranking of the sales lead value to prioritize the sales
activities accordingly.
3 As a Sales Representative, I would like to access the sales lead and residential data on the mobile device so
that I can perform work from any location and remain available at all times.
4 As a Sales Representative, I would like to access the sales lead and residential data on the mobile device on the
basis of postcode filter and view the data with leads geolocation markings so that I can identify the sales areas
and customer groups accordingly.
5 As a Sales Representative, I would like to enter the measurement details and specifications of the insulation
requirements on the mobile device and receive quotations so that I may close the sales accordingly.
6 As a Call Centre Staff member, I would like to have the ability to login to sales management software to access
the information and functions.
7 As a Call Centre Staff member, I would like to have the ability to make calls using the software so that the
issues of manual operations are avoided.
8 As a Call Centre Staff member, I would like to have the ability to view the calls history and phone script to
prioritize the calls accordingly.
9 As a Manager, I would like to have the ability to login to sales management software to access the information
and functions.
10 As a Manager, I would like to generate reports from the software and apply filters on them to track the sales
and call centre performance.
11 As an admin, I would like to have the ability to login to sales management software to access the information
and functions.
User Stories


Use
Case
ID
Name Description
U1 Login The users of the system as sales representative, call centre staff
member, admin, and manager will be the actors involved in the use
case and they shall have the ability to securely login to the sales
management system to access the information and functions.
U2 Make Calls Call centre staff and the system will be the actors involved in the use
case. The call centre staff members shall have the ability to make calls
through the system .
U3 View Sales
Lead Rank
The sales representative and the system will be the actors involved in
the use case. The user shall be able to view the ranking of the sales
lead value to prioritize the sales activities accordingly
U4 Close
Quotations
The sales representative and the system will be the actors involved in
the use case. The user shall be able to enter the measurement details
and specifications of the insulation requirements on the mobile device
and receive quotations so that sales may be closed accordingly.
U5 Generate
Report
The manager and the system will be the actors involved in the use
case. The user shall be able to generate reports from the software and
apply filters on them to track the sales and call centre performance.
Use Cases


 Bhuiyan, M., Haque, F. and Shabnam, L. (2018). Integration of
Organisational Models and UML Use Case. Journal of Computers,
13(1), pp.1-17.
 Boesso, G. and Kumar, K. (2016). Examining the association
between stakeholder culture, stakeholder salience and stakeholder
engagement activities. Management Decision, 54(4), pp.815-831.
 Ghai, S. and Kaur, J. (2012). Analysis of User Requirements
Gathering Practices in Agile and Non-Agile Software Development
Team. International Journal of Computer Applications, 58(8), pp.13-
18.
 Hudda, S., Mahajan, R. and Chopra, S. (2016). Prioritization of
User-Stories in Agile Environment. Indian Journal of Science and
Technology, 9(45).


Thank you
Any Question?