scott the one I am working on for ofbiz is not close to being done http://www.elance.com/p/?q=eolproviderprofile&view_person=BJFreeman&catid=10182#tab=1 click on java CRM I have made this into widgets but have not fleshed out the code yet.
Scott. sent the following on 9/19/2007 5:15 PM: > 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. >>> >> >> >
