An Intelligent Sales CRM Framework Integrating Follow-Up Priority Prediction, Sales Forecasting, and Role-Based Dashboard Analytics |
Author(s): |
| Ambadas Vitthalrao Deshmukh , P.E.S. Modern College of Engineering; DR. Rama S. Bansode, P.E.S. Modern College of Engineering |
Keywords: |
| Sales CRM, Follow-up Priority Prediction, Sales Forecasting, Role Based Dashboard, Machine Learning, Business Analytics, RealTime Notifications, Daily Closing, Intelligent CRM |
Abstract |
|
Customer Relationship Management systems are widely used to manage leads, clients, meetings, and sales activities; however, many traditional CRM platforms remain largely transactional and lack intelligent decision support. This research presents an Intelligent Sales CRM Framework Integrating Follow-up Priority Prediction, Sales Forecasting, and Role Based Dashboard Analytics. The proposed system combines a React based user interface, a Node.js and Express backend, MongoDB data storage, and Python based machine learning models to support operational and strategic sales management. The framework focuses on five practical business areas: dashboard analytics, follow-up management, meetings, follow-up priority modeling, sales forecasting, and daily closing reports. A follow-up priority prediction model helps sales teams identify which customer interactions require immediate attention, while a sales forecasting model estimates future performance using historical CRM data. Role based dashboards provide administrators, managers, and sales users with different analytical views for monitoring targets, activities, and outcomes. A notification subsystem further improves responsiveness through reminders and event-based alerts. The overall framework improves task prioritization, operational visibility, and data driven decision-making in sales organizations. The study demonstrates how integrating machine learning with CRM workflows can enhance productivity, reduce missed follow-ups, and support more accurate planning. |
Other Details |
|
Paper ID: IJSRDV14I30116 Published in: Volume : 14, Issue : 3 Publication Date: 01/06/2026 Page(s): 173-176 |
Article Preview |
|
|
|
|
