Hi Jacques, No, I hadn't come around to that. I looked at it from a business perspective. But will look at the technical side as soon as possible.
Regards, Pierre 2009/10/25 Jacques Le Roux <jacques.le.r...@les7arts.com> > Hi Pierre, > > I think I understand now. You are not speaking about OFBiz Entities right ? > Have you had a look at CustRequest... and SalesOpportunity... entities and > their relations ? > > > Jacques > > From: "Pierre Smits" <pierre.sm...@gmail.com> > >> Hi Jacques, >> >> I guess that I was a bit off.... >> >> Like I said, an opportunity and a request (by a customers/account) are two >> of the same.That are the entities that I meant. Each request (RFI, RFQ, >> RFSup, etc) can be regarded as an opportunity that can be fulfilled by the >> company. So, in my opinion these two types of entities could be combined >> and >> both fill the pipeline. Until they result in an order, or are lost, they >> can >> be regarded as one and the same. >> Regards, >> >> Pierre >> 2009/10/24 Jacques Le Roux <jacques.le.r...@les7arts.com> >> >> Pierre, >>> >>> You "stated" below that these two entities should be combined. But which >>> Entities ? :o) >>> >>> >>> Jacques >>> >>> From: "Pierre Smits" <pierre.sm...@gmail.com> >>> >>> Hi Jacques, >>>> >>>> My apologies, but what are you relating your question to? It's a bit >>>> vague >>>> for me at the moment. >>>> >>>> Regards, >>>> >>>> Pierre >>>> >>>> >>>> 2009/10/23 Jacques Le Roux <jacques.le.r...@les7arts.com> >>>> >>>> Hi Pierre, >>>> >>>>> >>>>> What is the name of "your" Request entity ? >>>>> >>>>> >>>>> Jacques >>>>> >>>>> From: "Pierre Smits" <pierre.sm...@gmail.com> >>>>> >>>>> Pondering on opportunities and request I think that any type of >>>>> request >>>>> >>>>>> is >>>>>> an opportunity. Otherwise they were orders, no? So these two entities >>>>>> should >>>>>> be combined. >>>>>> >>>>>> >>>>>> 2009/10/21 Pierre Smits <pierre.sm...@gmail.com> >>>>>> >>>>>> Hi Jacques, >>>>>> >>>>>> You are on the money there. I think that the ecommerce solution in >>>>>>> OfBIZ >>>>>>> can be regarded as Best in Class. And with a little effort the >>>>>>> CRM/SFA >>>>>>> module can be the same. Most of the functionalities, as you pointed >>>>>>> out, >>>>>>> are >>>>>>> already in place. It is just bringing it together. Having that it >>>>>>> will >>>>>>> drive >>>>>>> the acceptance of a good CRM/SFA solution for customers and can/will >>>>>>> lead >>>>>>> to >>>>>>> having a better acceptance of OfBIZ as a whole (both from customer >>>>>>> and >>>>>>> developer (SI) point of view). >>>>>>> >>>>>>> Therefore I would also advice to split up the Marketing module in a >>>>>>> MARCOM >>>>>>> application (which is more about marketing and communication - with >>>>>>> their >>>>>>> own business processes) and a CRM application (which is by most >>>>>>> perceived >>>>>>> as >>>>>>> SFA). >>>>>>> >>>>>>> In my opinion the CRM/SFA should be the starting point for getting >>>>>>> all >>>>>>> the >>>>>>> info of an account/prospect/customer regarding: >>>>>>> Opportunities, >>>>>>> Request >>>>>>> Orders >>>>>>> Contacts >>>>>>> etc. >>>>>>> >>>>>>> When the page of an account is shown the focus should also be on how >>>>>>> to >>>>>>> contact the account (contact mechs) and the associated contacts >>>>>>> (showing >>>>>>> phone and email contact mechs). >>>>>>> >>>>>>> The SFA officials should be able to create, read, update and delete >>>>>>> from >>>>>>> there. >>>>>>> >>>>>>> But also security solutions should be up to specs. >>>>>>> >>>>>>> I also think that the starterpage of SFA should have some charts >>>>>>> showing >>>>>>> the pipeline of all account opportunities (maybe that is some >>>>>>> BI-functionality). This functionality could then also be shown on the >>>>>>> profile of the account., including showing total value of sales of >>>>>>> YtD, >>>>>>> and >>>>>>> last year. >>>>>>> >>>>>>> It's the simple things that make it (life also) better to bear. >>>>>>> >>>>>>> Regards, >>>>>>> >>>>>>> Pierre >>>>>>> >>>>>>> PS Could you (and others) also comment on my email regarding Market >>>>>>> Segment >>>>>>> & Sales Segment? >>>>>>> >>>>>>> 2009/10/20 Jacques Le Roux <jacques.le.r...@les7arts.com> >>>>>>> >>>>>>> Hi Pierre, >>>>>>> >>>>>>> >>>>>>> Yes it sounds like a reasonnable requirement to me. Some of the >>>>>>>> problems >>>>>>>> we get when trying to convince prospects to use OFBiz is >>>>>>>> that they want something like SugarCRM. Almost all is there, but not >>>>>>>> as >>>>>>>> easy as in SugarCRM... >>>>>>>> I guess that's why Opentaps was created in the 1st place, because Si >>>>>>>> quickly identified the need and filled it. BTW, I think we miss >>>>>>>> after sales features in OFBiz (like tokens in SugarCRM). This could >>>>>>>> certainly be implemented using what exists already in OFBiz (ie >>>>>>>> we don't need much changes in the data model if any, using >>>>>>>> workeffort >>>>>>>> for >>>>>>>> instance) but has still to be done at the UI level. >>>>>>>> >>>>>>>> A prospective customer (French international enterprise of middle >>>>>>>> size) >>>>>>>> told me recently that he would prefer to have an easier to use >>>>>>>> SFA/CRM than an accounting module, because he has already his own >>>>>>>> accouting system and do not want to change. >>>>>>>> Also he wondered how much changes would be implied if ever he would >>>>>>>> like >>>>>>>> to change, because he think the accouting module is >>>>>>>> formated to US practices. I don't think so (I think it's general >>>>>>>> enough >>>>>>>> and may be quickly adapted) but as I have not worked much >>>>>>>> with the OFBiz accouting system yet, I had not much arguments to >>>>>>>> expose, >>>>>>>> and was not even quite sure of them. So I ask accouting specialists >>>>>>>> : >>>>>>>> what >>>>>>>> is your point of view on this aspect ? >>>>>>>> >>>>>>>> My 2cts >>>>>>>> >>>>>>>> Jacques >>>>>>>> >>>>>>>> From: "Pierre Smits" <pierre.sm...@gmail.com> >>>>>>>> >>>>>>>> Hi All, >>>>>>>> >>>>>>>> Shouldn't requests, quotes and the like be visible from the SFA >>>>>>>> >>>>>>>>> Manager? >>>>>>>>> And >>>>>>>>> should users be also able to create new requests, quotes e.a. from >>>>>>>>> there? >>>>>>>>> >>>>>>>>> Regards, >>>>>>>>> >>>>>>>>> Pierre >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>> >>>>>>>> >>>>>>> >>>>>> >>>>> >>>> >>> >> >
