Custom Crm Lms

Custom CRM / LMS for storing customer interactions, and matching customers with learning resources.

First, let’s scope the application.

Business goal

Scale interactions with customers.

User story

• User can create and resolve bugs for customers.
• User can connect customers with learning resources.

Data model

Customer

• sfdc_id
• plan
• description
• last slack
• last email
• last meeting
• next meeting
• next meeting type

Bug

• id
• customer_id
• slack_link
• email_link
• status

Enablement_events

• customer.sfdc_id
• resource.id
• date
• notes

Enablement

• id
• link
• type
• name

Notice how we enablement_events is a join table between enablement and customer, with an added date field.

Requirements

Users

• View all customers
• View one customer
  • Submit bug
  • View enablement options
  • Log enablement event

Admin

• Edit enablement events

Pages

Each page will become an individual application. This architecture has the advantage of distributing the data across different pages, which will improve performance.

/customers
/customers/<:id>
/enablement/
/enablement/<:id>