三摘要I摘要随着21世纪到来,全球经济呈现一体化趋势,伴随信息化技术(IT)的迅猛发展,尤其是网络技术与Internet的普及,使得现代企业越来越重视信息化技术(IT)在企业管理中的应用。其中,客户关系管理(CRM,CustomerRelationshipManage-ment)是一种利用信息技术加强管理,是以客户为中心,实现企业利润昀大化和客户利益昀大化为目的的一种营销策略。CRM源于美国,随即在全球得以肯定和推广。客户关系管理系统(CRMS)是把有关市场和客户的信息进行统管理、共享,并能进行有效分析、处理的新型应用系统,近年来随着网络技术的发展得以迅速地发展起来。系统己成为了计算机行业中的热点问题。而国内证券行业的客户关系管理应用尚处于起步阶段,各大证券公司都在以不同的形式、在不同的层面上开展客户关系管理相关的探索和尝试,将客户关系管理的思想作为经营战略中的核心理念。客户关系管理系统在证券公司的实施运行,能够增加公司业务工作信息化的程度,所以,较好的提高了公司客户关系管理的业务水平以及相关工作的运作效率。微软公司发布的VS.NET,它是一套完善的构建各类应用程序的开发语言和开发工具的集合,因此,本文中系统的开发就是采用了.NET中的网络应用技术和程序语言C#和集成开发工具VS.NET的集合。其中.NETFramework中丰富的类库资源,还有其完整的集成开发环境,量身定做的新型程序语言C#的强大功能,结合相应的数据库访问技术,综合应用构造出新型,高效、分布式的客户关系管理系统。论文先给出了客户关系管理的研究背景和国内外研究现状,接着介绍了客户关系管理系统中涉及的部分关键技术,然后对系统开发背景和需求做了分析,还对系统的架构(系统架构和网络架构)、功能设计、数据库设计和类设计做了介绍,昀后,展示了系统的具体实现以及技术实现的关键代码,这里应用了微软封装的水晶报表技术。系统基于当前昀流行的三层框架开发,使用SQLServer2005作为数据库,以VS.NET为开发平台,采用了ADO.NET和水晶报表相关技术与框架,完成了客户档案管理、公司资料管理、员工管理、报表、业务管理和系统管理等模块。关键词:客户关系管理客户关系管理系统.NET水晶报表AbstractIIAbstractWiththearrivalofthe21stcentury,theglobaleconomyrendertheintegrationtrend,alongwiththerapiddevelopmentofinformationtechnology(IT),especiallyinnetworktechnologyandthepopularityoftheInternet,makingthemodernenterprisemoreandmoreattentiontoinformationtechnology(IT)enterprisemanagementapplications.Amongthem,thecustomerrelationshipmanagement(CRM,CustomerRelationshiptheManage-ment)isusingITtostrengthenthemanagement,isacustomer-centricfirmsmaximizeprofitsandmaximizetheinterestsofcustomersforthepurposeofamarketingstrategy.CRMfromtheUnitedStates,soontobeintheglobalrecognitionandpromotion.CustomerRelationshipManagementSystem(CRMS)isthemarketandcustomerinformationsystemsmanagement,sharing,andeffectiveanalysis,processingnewapplicationsrapidlyinrecentyearswiththedevelopmentofnetworktechnologydevelopment.Thesystemhasbecomeahotissueinthecomputerindustry.Domesticsecuritiesindustrycustomerrelationshipmanagementapplicationsisstillinitsinfancy,themajorsecuritiesfirmsindifferentformsatdifferentlevelstocarryoutcustomerrelationshipmanagementtoexploreandtrytheideaofcustomerrelationshipmanagementasabusinessstrategythecoreidea.Customerrelationshipmanagementsystemintheimplementationoftheoperationofsecuritiescompaniestoincreasetheextentofthecompany'sbusinessinformationtechnologytobetterimprovetheoperationalefficiencyofthelevelofcorporatecustomerrelationshipmanagementbusinessandrelatedwork.MicrosoftreleasedVS.NET,itisacollectionofacompletesetofbuildingvarioustypesofapplicationdevelopmentlanguagesanddevelopmenttools,systemdevelopmentinthisarticleistousetheNETnetworkapplicationtechnologiesandprogramminglanguagesC#andcollectionofintegrateddevelopmenttoolsofVS.NET.WhichrichNETFrameworkclasslibraryresources,aswellasacompleteintegrateddevelopmentenvironment,tailoredtothepowerfulnewprogramminglanguageC#,combinedwiththecorrespondingdatabaseaccesstechnology,integratedapplicationtoAbstractIIIconstructanew,efficient,distributedcustomerrelationshipmanagementsystem.Thethesisfirstgivestheresearchbackgroundandresearchstatusofthecustomerrelationshipmanagement,andthenintroducedsomeofthekeytechnologiesinvolvedinthecustomerrelationshipmanagementsystems,analysisandsystemdevelopmentbackgroundandneeds,thearchitectureofthesystem(systemarchitectureandnetworkarchitecture),functionaldesign,databasedesignandclassdesignareintroduced,andfinally,showstheconcreterealizationofthetechnologytoachievethekeycode,theapplicationoftheMicrosoftpackageCrystalReports.Thesystemisbasedonthecurrentmostpopularthree-tierframeworkforthedevelopment,usetheSQLServer2005asdatabaseVS.NETdevelopmentplatform,usingADO.NETandCrystalReportstechnologyandframework,tocompletecustomerfilemanagement,corporateinformationmanagement,staffmanagement,statements,businessmanagementandsystemmanagementmodule.Keywords:customerrelationshipmanagementcustomerrelationshipmanagementsystem.NETCrystalReports目录IV目录第一章绪论....................................................................................................................11.1研究背景与意义..............................................................................................11.2国内外研究情况综述......................................................................................31.2.1CRM(客户关系管理)研究现状..........................................................31.2.2CRMS(客户关系管理系统)应用现状................................................41.2.3我国证券行业的CRM发展动态...........................................................51.3论文的主要工作................................................................................................6第二章CRM及CRM系统简介..................................................................................82.1CRM概述...........................................................................................................82.2CRM系统的功能.............................................................................................102.3CRM系统的分类..............................................................................................112.4CRM系统的结构.........................................................................................