Please read down ... > -----Original Message----- > From: David E Jones [mailto:[EMAIL PROTECTED] > Sent: Thursday, 4 October 2007 4:12 AM > To: [email protected] > Subject: Re: CRM - Customer Relationship Management facilities in OFBiz > > > I'm not sure where this thread is leading or how it's related to > OFBiz... > > In any case, there is CRM functionality in OFBiz. The first step > would be defining in a little more detail what you mean by "CRM" > since that means very different things in different companies.
[phil says] You are right Dave so I thought a little about this and wondered why the major open source ERP players have heavily incorporated CRM into their solutions. What is CRM? Wikitec broadly defines it as: ** (CRM) is a broad term that covers concepts used by companies to manage their relationships with customers, including the capture, storage and analysis of customer, vendor, partner, and internal process information.** http://en.wikipedia.org/wiki/Customer_relationship_management It appears the key areas CRM follow are: * Marketing o Planning o Campaign management o Lead management * Sales o Opportunity management o Quotation and sales order management o Activity management * Service o Service Order Management o Service Contract Management o Planned Services management o Warranty Management o Installed Base (Equipment) Management o SLA Management o Resource Planning and Scheduling o Knowledge Management (FAQs, How to guides) o Call Center Support o Resource Planning and Workforce Management > OFBiz > does offer a single view into customer interactions including web > site visits, phone/email/in-person/etc communications, requests, > quotes, orders, shipments, invoices, payments, balance accounts, > projects, calendar events, and many other things. You can also > classify parties for marketing and sales, and do things like > marketing campaigns including reference codes via email, snail mail, > whatever. [phil says] As you can see from the above OFBiz current CRM does not cut it at this point in time and certainly doesn't fit in with my business needs. > If you're looking for simple desktop contact management something > like ACT or even salesforce.com would be better. If you're looking > for enterprise CRM (especially a business or industry specific > incarnation of such) then OFBiz a great basis for the effort. [phil says] Yes I agree, however as a matrix comparison this sort of information if certainly needed prior to implementation. Having said that it certainly looks like full CRM functionality has indeed been incorporated in Opentaps, even though it does not totally integrate with the current data storage and other developers and BJ Freeman which does. BJ's solution, which appears to make the most sense, will not be placed on the backburners for the above reasons Phil > -David > > > On Oct 3, 2007, at 11:07 AM, [EMAIL PROTECTED] wrote: > > > I'd like to see the SWT code as it is. To heck with translating it > > to use > > web based widgets. > > > > I gotta set up a web site soon to hold code like this. > > > > Skip > > > > > > -----Original Message----- > > From: BJ Freeman [mailto:[EMAIL PROTECTED] > > Sent: Wednesday, October 03, 2007 3:06 AM > > To: [email protected] > > Subject: Re: CRM - Customer Relationship Management facilities in > > OFBiz > > > > > > basically yes. > > the tool i used added some classes to better manage things. > > http://www.elance.com/p/? > > q=eolproviderprofile&view_person=BJFreeman&catid=10 > > 182#tab=1 > > click on Java CRM > > > > [EMAIL PROTECTED] sent the following on 10/2/2007 8:55 PM: > >> BJ > >> > >> SWT as in Eclipse SWT? > >> > >> Skip > >> > >> -----Original Message----- > >> From: BJ Freeman [mailto:[EMAIL PROTECTED] > >> Sent: Tuesday, October 02, 2007 8:26 PM > >> To: [email protected] > >> Subject: Re: CRM - Customer Relationship Management facilities in > >> OFBiz > >> > >> > >> there at least two efforts going that i know of. > >> the data model pretty much has all that you need. > >> Si's implementation does not totally integrate with the current data > >> storage. it is built on ofbiz but is supported under opentaps. > >> Mine is something I am bringing over from Java SWT and SQL db. > >> Once I figure out how to show the UI I want in widgets I will release > >> it. Currently for my clients I use a java sWT that connects to ofbiz. > >> It is built entirely within the current ofbiz datamodel. > >> as soon as I get some irons of the fire will focus on it more > >> > >> > >> > >> Philip Laing sent the following on 10/2/2007 7:36 PM: > >>> Thanks for your input relating my previous questions, I am > >>> interested in > >>> implementing some sort of Helpdesk/CRM system and I am interested > >>> in what > >>> facilities OFBiz already has > >>> > >>> Thanks > >>> Phil > >>> > >>> > >>> > >>> > >> > >> > >> > >> > >
