Software Requirement Specifications

For Ace Cardiopathy Solutions 1.0

Date: 1st February 2021

CloudCentric Infotech Pvt. Ltd.
Sakshi Verma

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com
Contents
Revision History 2

Purpose 3
Current State of the Business 3
Future State of Business 3
Tools and Technology 4
Definitions Acronyms and Abbreviations 4
Functional Requirement 4
Out of scope 4
System Use Case 3
User and Role Setup 5
Hospital Management 6
Doctor Management 7
Opportunity Management 7
Quote Management 9
Product and Pricebook Management 10
Asset Management 11
Target Management 12
Visit Management 12
Reports & Dashboard 12

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com
Revision History

Version # Date Author Changes

1.0 Sakshi Verma Initial Draft

Purpose
The Software Requirement Solution (SRS) focuses on the Business Perspective as it
contains details of the Business Solution for the Project. It captures functional Requirement
for

● Salesforce Implementation, CRM and Digital Platform for Customer, Sales Team,
Procurement Team, Management Team.

● Integrating core systems and other third-party systems to facilitate customer journey.

Current State of the Business

As of February 2021 Ace Cardiopathy Solutions is using Excel to manage and maintain
customer information, transactions and Product related data. Below mentioned are the
pain points for Ace Cardiopathy Solutions.

Challenges:
● No common place to see the daily activities of Users and next steps related to
customers.
● Unable to track Consignment, because of this they are not able to find out expired
products.

Focus On:
● Want to move beyond excel sheets to track Consignment and Purchase Order.
● 360 view of the customer and related information on a single platform to maintain a
single version of truth.

Future State of the Business

Ace Cardiopathy Solutions will be using Salesforce in their day-to-day activities starting
from:

● Capturing Hospitals and Doctors along with the required details.

● Capture and maintain the record of Assets sold to the Hospitals.

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com
● Track the Visits made by users in the Hospitals.
● Assign and track targets for users.

Tools and Technology

● Salesforce CRM – Ace Cardiopathy Solutions using Salesforce CRM with Enterprise
License

Definitions, Acronyms, and Abbreviations

Acronyms Description
SFDC Salesforce.com
CRM Customer Relationship Management
UAT User Acceptance Testing

Functional Requirement
The functional requirement captured into the use cases listed in this document.

Out of scope
● Any point which is not part of this SRS & signed SOW is out of scope.

System Use Cases

Use Case Use Case Name

UC-001 User and role setup
UC-002 Hospital Management
UC-003 Doctor Management
UC-004 Opportunity Management
UC-005 Quote Management
UC-006 Product and Pricebook Management
UC-007 Asset Management
UC-008 Target Management
UC-009 Visit Management
UC-010 Reports & Dashboard

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com
UC-001-User and Role Setup
Use Case ID UC-001
Use Case Name User and Role Setup
Actors System Administrator
Description System Admin should be able to create new Users and assign a
role and profile to those users.
Assumption Administrator Profile Users have access to admin rights.
Pre-Condition The data model is ready to setup the access permissions
Post-Condition Administrator should have managed user permission.

Normal Flow User will click on the setup and then in the quick find box he will
search for “Users”. He needs to click new user and the from will
appear where user need to fill following information:

 First Name*
 Middle Name
 Last Name*
 Suffix
 Alias
 Email*
 Mobile
 Username*
 Nickname
 Role
 User License
 Profile*
 Active

Note: * Mandatory Fields

If the user leaves the company System Administrator will have

two options –
● Freeze the user – By clicking Freeze button on the user page
● Deactivate the user – By unchecking Active checkbox on the
user page
Notifications As soon as the new user is created into the system, the system will
automatically send email notification to the user for resetting
their password .

Validations N/A
Alternate Flow If a user leaves the organisation the new user will take over his
role, for this admin will create a new user and assign the same
role and profile.
References N/A

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com
UC-002- Hospital Management

Use Case ID UC-002

Use Case Name Hospital Management
Actors System Administrator, Sales Person

Description The use case contains details about the Hospital Management
Assumption System already has the list of converted Hospitals into the CRM.
Pre-Condition CRM User log into the CRM application and has the option to
create, view and edit Hospital information.
Post-Condition The detailed information of the Hospital will be created and saved
into the CRM.
Normal Flow It will have the following Information as mentioned below:
● Hospital Record Type
o Government Hospital
o Private Hospital
● Hospital Name*
● Parent Account
● Email Id
● Website
● Phone
● Industry
● Description
● Billing Street
● Billing City
● Billing State Province
● Billing Zip/Postal Code
● Billing Country
● Shipping Street
● Shipping City
● Shipping State Province
● Shipping Zip/Postal Code
● Shipping Country

Notifications N/A
Validations De- Duplication of Account Based on
● Hospital Name

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com
Alternate Flow N/A
References N/A

UC-003- Doctor Management

Use Case ID UC-005

Use Case Name Doctor Management
Actors System Administrator, Sales Person
Description The use case contains details about the Doctor Management.
Assumption System already has the list of converted Doctors into the CRM.
Pre-Condition CRM users log into the CRM application and have the option to
create the Doctor information.
Post-Condition The detailed information of the Doctor will be created and saved
into the CRM.
Normal Flow Doctor record will be manually created into the CRM under
Hospital. It will have the following Information as mentioned
below:
● Salutation
● First Name
● Last Name*
● Email
● Phone
● Mobile
● Title
● Department
● Mailing Street
● Mailing City
● Mailing State Province
● Mailing Zip/Postal Code
● Mailing Country
● Description
Notifications NA
Validations De- Duplication of Contact Based on
● Email
● Mobile

UC-004- Opportunity Management

Use Case ID UC-004

Use Case Name Opportunity Management
Actors System Administrator, Sales Person

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com
Description The use case contains detail about the Opportunity Management.
Assumption System Already has the list of existing customer for which the
opportunity will be created
Pre-Condition N/A
Post-Condition The Opportunity detail information will be created and saved into
the CRM.
Normal Flow Opportunity will be created into the CRM for the existing
customer, It will have the following Information as mentioned
below:

● Opportunity Name
● Opportunity Owner
● Hospital Name
● Close Date
● Created By (Read Only)
● Amount
● Next Step
● Probability (%)
● Type -
o Existing Customer Upgrade
o Existing Customer Replacement
● Synced Quote
● Stage -
o Qualification
o Negotiation/Review
o Closed Won
o Closed Lost
● Description
Information that will be captured on the Opportunity Line Item
● Product
● Size
● Quantity
● Discount
● Date
● List Price
● Sales Price
● Subtotal
● Total Price
● Line Description
Notifications N/A

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com
Validations N/A
Alternate Flow N/A
References N/A

UC-005- Quote Management

Use Case ID UC-005

Use Case Name Quote Management
Actors System Administrator
Description Opportunity along with its Quote will be created into CRM.
Assumption N/A
Pre-Condition Opportunity is already Created into the system and must enable
Quote in the Quote setting
Post-Condition Admin should be able to create Quote on the related tab of
opportunity
Normal Flow Following information should be captured on Quote and system
should generate Quotation that will be send to the customer for
approval

● Quote Name
● Opportunity Name
● Account Name
● GST
● Email
● Quotation Number (It will be unique in the system)
● Date
● Status
o Draft
o Needs Review
o In Review
o Approved
o Rejected
● Description
● Contact Name
● Phone
● Email
● Fax
● Bill to Name
● Billing Street
● Billing City
● Billing State Province
● Billing Zip/Postal Code
● Billing Country

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com
 ● Ship to Name
● Shipping Street
● Shipping City
● Shipping State Province
● Shipping Zip/Postal Code
● Shipping Country

Information to be capture on Quote Line Item is mentioned below:

● Product
● HSN Code
● Quantity
● Unit Price
● Total Price
● Net amount Payable
● Product Description
Note - A predefined format PDF will be generated by system and
user will be able to send it to the customer

Notifications Send notification to customer via Email

Validations N/A
Alternate Flow N/A
References N/A

UC-006- Product and Pricebook Setup

Use Case ID UC-006

Use Case Name Product and Pricebook Setup
Actors System Administrator
Description Products along with its Pricing will be created into CRM.
Assumption Each product will have different price for different dealer
Pre-Condition Product is already created
Post-Condition Admin should be able to set up the Products along with product
prices.
Normal Flow Admin has an option to create a new product with the following
information.
● Product Name
● Size
● Product Family
● Product Code
● HSN/SAC

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com
 ● GST Rate
● Product Description
Admin should have an option to setup one Price book with the
following information
● Name
● Price
Once the price is set up there will be different discounting for
different customers and can be configured.
Notifications N/A
Validations N/A
Alternate Flow N/A
References N/A

UC-007- Asset Management

Use Case ID UC-007

Use Case Name Asset Management
Actors System Administrator
Description Asset will be set up under Hospitals
Assumption N/A
Pre-Condition N/A
Post-Condition N/A
Normal Flow Admin should be able to capture following asset information -
● Hospital
● Asset provided by
● Asset Serviced by
● Install Date

Information to be captured on Asset line item

● Product
● Quantity
● Lot Number
● Expiry Date
● Status
● Description

Notifications N/A
Validations N/A
Alternate Flow N/A
References N/A

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com
UC-008- Target Management

Use Case ID UC-008

Use Case Name Target Management
Actors Admin

Description Admin should be able to set Target for Sales Person

Assumption The user has access to Target Object

Pre-Condition CRM User log into the CRM Application and has the option to
create, View and edit Target Information.
Post-Condition Users should be able to set up and track Target
Normal Flow Following Information will be captured on the Target Object
● Opportunity (Lookup)
● Amount
● Target
● Incentive (Formula Field)
○ Meeting 90% Target - 50% Incentive
○ Meeting 100% Target - 100% Incentive
○ Crossing 125% Target - 110% Incentive
● Target Description

Notifications N/A
Validations N/A
Alternate Flow N/A
References N/A

UC-009- Visit Management

Use Case ID UC-009

Use Case Name Visit Management
Actors Users should be able to access Visit Object

Description User should be able to set Visit for Sales Person

Assumption The user has access to Visit Object

Pre-Condition CRM User log into the CRM Application and has the option to
create, View and edit Visit Information.
Post-Condition Users should be able to set up and track Visit

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com
Normal Flow Following Information will be captured on the Visit Object
● Hospital (Lookup)
● Doctor (Lookup)
● Date and time of Visit
● Check In
● Check out
● Location
● Area
● Assigned to
● Visit Description

Notifications System will send a Notification to Sales person once the record is
created
Validations N/A
Alternate Flow N/A
References N/A

UC-010- Reports and dashboards

Use Case ID UC-010

Use Case Name Report and Dashboard
Actors Admin or user with access to create report and dashboard

Description User should be able to create reports and Dashboard

Assumption The user has access to create reports

Pre-Condition Data model is ready to create and filter the report data.
Post-Condition Users should be able to set up the reports.
Normal Flow Report will be created based on requirement, Dashboards will be
created including Sales, Target ,Visit ,Incentive.
Notifications N/A
Validations N/A
Alternate Flow N/A
References N/A

A-51,1st Floor Sec-65| NOIDA, UP (India) - 201301|Telephone:0120-4219130

Email -sales@cccinfotech.com