SharePoint solution for sales actvity - Bright Grey

Description

Development of a solution using Microsoft Office SharePoint Server 2007 to record and report on sales activities.

RequirementsMOSS logo

  • Build a custom form to enter a record of a sales activity
  • Provide parent/child relationships between data entered
  • Look-up existing 3rd party database for key business data
  • Save records in one or more external databases for reporting purposes

Benefits experienced

  • Automated, robust system for recording activity
  • Reduced possibility of manual data entry errors
  • Increased usability
  • Linkage to existing data systems

Project description/Technology

The solution was implemented in SharePoint and consisted of the following technical elements:

  • SharePoint Custom Field solution
  • Custom content types
  • Custom List defined at site level
  • Business Data Catalog definition
  • Corresponding data access and stored procedures
  • Custom Workflow