About two years ago I wrote a series of articles that supported a Case Study and exercise in the implementation of an instance of Sage CRM with custom entities that needed to be accessed through Self Service.
The case study is called "Schloss Schwanberg". It is about a wedding venue business that owns a small Castle that provides a service to couples planning a wedding. The castle, its chapel, great hall and grounds could be hired for their big day.
Note: The download files and articles about the case study are public access and available to everyone.
The case study provides a typical scenario that might be faced by a small business. "Schloss Schwanberg" had been using a combination of paper based systems, spreadsheets and email to keep track of bookings. But this had started to prove difficult to manage and keep track of changes made to arrangements by the customers. Their customers had also expressed frustration that details of the agreed arrangements and the charges to be incurred are not transparent.
The first thing that we have to do is to create the corporate website for 'Schloss Schwanberg'. The easiest way of doing this is to download and copy the example files from the community:
The following articles will walk you through the case study
- Part 1: Starting the Case Study - Setting Up the Self Service Site
- This article explains how to create the basic corporate website for 'Schloss Schwanberg'.
- Part 2: Defining the Lead Screens for the Self Service Site
- This part of the series will guide you through the set up of the additional fields needed for the case study in the Lead table. It will then guide you through the creation of the screens (a.k.a. entrygroup blocks) needed for the self service site.
- Part 3: Creating the Self Service ASP page to Capture the Lead
- This article show how to create the self service page that will allow for the enquiry details to be captured into the database.
- Part 4: Promoting the Lead (Enquiry) to an Opportunity (Booking)
- This part discusses the promotion of the Lead into an Opportunity which is used in the case study to model the booking.
- Part 5: Creating the Booking Management page.
