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https://issues.apache.org/jira/browse/OFBIZ-2571?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12718400#action_12718400
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Saurav Sharma commented on OFBIZ-2571:
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Hi Anil,
Thanks for your comments, please see the reply to your comments below.
Can you give some examples of SFA application in market that follow the
workflow you are suggesting?
We have mentioned before, the creation of lead is based on the personal
information and it does not have the product related information. So there is
insufficient information to qualify a lead.
Based on current scenario, we suggest the below mentioned workflow to qualify
lead.
- First system selects the product.
- Asks product related queries and personal details.
- Then create the lead.
Advantages:
- Creating lead based on product criteria.
- Easy tracking of lead for a product
- Better visibility of opportunity for a product
- Easy conversion of lead to opportunity as we have product specific data of
the lead.
We didn't find our suggested example in any SFA module. But we think, it is the
better approach for the lead qualification process.
1. Capturing tracking code linked with campaign:
At the time of lead creation,
- Select lead source as campaign
- Provide the campaign tracking code
It will relate lead with campaign.
2. Link opportunity with lead:
After lead creation
- Evaluate captured data of lead as per organization standards for
opportunity
- If it qualifies, convert to opportunity.
So now all the information collected at lead stage, will be used for
opportunity.
Regards
Saurav Sharma
iLabs, Larsen & Toubro Infotech Ltd.
Mumbai.
> Lead enhancement in SFA module
> ------------------------------
>
> Key: OFBIZ-2571
> URL: https://issues.apache.org/jira/browse/OFBIZ-2571
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: SVN trunk
> Environment: Windows XP Professional (5.1, Build 2600) Service Pack
> 2, Intel(R) Core(TM)2 CPU 4300 @ 1.80GHz (2 CPUs), 1014MB RAM, jdk1.5.0,
> Reporter: Saurav Sharma
> Fix For: SVN trunk
>
>
> We are working on the enhancement of the lead functionality under SFA module.
> Current Scenario:
> The lead is created by collecting the personal details.
> Problem faced:
> 1.There was no product selection criteria earlier.
> 2.Lead was being created without having the product specific information.
> Solution to problem:
> 1.Make sure that first of all the product is selected.
> 2.Get the product specific information which is really necessary to be given
> and after that create the lead.
> Implemented Functionality:
> We make sure that first of all the product is selected, then take two types
> of information which are:
> -The information which is specific to the selected product and mandatory to
> be given so that we can check whether product specific details of the user
> meet the organization standards to filter out the leads.
> -The information which is the personal information and after having both
> types of information the lead is created.
> We would like to upload the implemented Lead patch in SFA module ASAP. Before
> uploading patch we would like to discuss our approach with community members.
> Any comments/suggestions on this would be appreciated.
> Regards
> Saurav Sharma
> iLabs, Larsen & Toubro Infotech Ltd.
> Mumbai.
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