So any opinion on the idea that would allow us to delete these unconverted prospects? I know that the idea of deleting things is frowned upon but after a couple months, this stuff would be useless I would think.
Thanks. BJ Freeman wrote: > > 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. >>>> >>> >>> >> > > > -- View this message in context: http://www.nabble.com/Contact-mechanisms-tf4484280.html#a12804211 Sent from the OFBiz - User mailing list archive at Nabble.com.
