Thanks for the response guys. BJ, I have avoided using opentaps because of the HPL license but I do appreciate the info.
BJ Freeman wrote: > > you might look at opentaps implementaion of CMSFA > http://sourceforge.net/forum/forum.php?forum_id=559063 > > Scott. sent the following on 9/19/2007 3:51 PM: >> Hi All, >> >> I am hoping to get some advice on how to proceed with prospects and >> request >> for information, etc. Our main business is dealing with the end consumer. >> It’s all B2C. >> >> We are building out our customized version of ofbiz and we have run into >> a >> question with regards to the way we handle prospects, leads and general >> information requests. We currently use a web form on our existing site to >> handle requests like more info on a specific product, etc. We also >> receive >> typical emails that we would also like to convert into ofbiz based >> contact >> mechanisms as well as 3rd party referrals. Obviously there are short term >> marketing possibilities with these requests but not necessarily any long >> term benefit if we don’t convert them to a customer. >> >> So, if I’m understanding correctly and we use the request feature bundled >> into ofbiz, then we are able to see the information but there is no way >> to >> assign it to salespeople, customer service, etc. The ideal way looks like >> it >> would be to create a prospect for each request and be able to follow it >> through and use the info for short term contact, marketing and incentives >> to >> purchase, etc but even at the best of times, we struggle to get more than >> a >> name and email address. Obviously, we would have to change the field >> requirements that are currently necessary in the prospect portion of >> ofbiz >> but we also get a lot of spam too. >> >> So I guess the question is, if we do use the prospect type contact, are >> we >> able to purge unconverted items after a set period of time. I know we can >> expire things in ofbiz but spam and unconverted contacts would just take >> up >> unnecessary space and be nothing more than clutter in the long term. Is >> there a better alternative that we are not seeing? >> >> I would really appreciate any opinions on this. Thanks in advance for the >> help. >> > > > -- View this message in context: http://www.nabble.com/Contact-mechanisms-tf4484280.html#a12788587 Sent from the OFBiz - User mailing list archive at Nabble.com.
