CRM composite application

If you need a simple application to keep track of customers, then deal with their enquiries, keep track of their orders, and quickly generate Sales Pipeline reports, this recipe will show you how it can be done.

The problem

Based on the success of our Power User cookbook, my company is launching a new SharePoint 2010 training business. We need a simple CRM application to help us keep track of it. We want to maintain a list of customers, a calendar of our public training courses, be able to quickly respond to course enquiries, track our customers' orders, and invoices for training places. We need some simple reports and charts that quickly give us an overall picture of how the training business is performing.

Our solution ...

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