> 1: We have a list made up by 35-40K potential customers. How can we manage > that prospect list in a way that we avoid calling the same customer/selling > the same customer twice in a year? I picture a solution where you can see the > history of what contact have been made from our company to each prospect. > Which of our personel have been in contact with that company and what was the > matter of contact? >
You can create prospects in crm for all customers. converth them in opportunity if there is a positive reply or cancel lead if there is negative reply. By that way you can categorize all leads and follow up them. > 2: As most newcomers we need to save money and will do the basic acounting > and invocing, will Open ERP let us do all that? Yes accounting with different account charts, tax and discount, payment terms everything is well managed by Financial management in OpenERP. > 3: Focusing on primary tasks SELLING we hope to avoid repetative tasks like > punching the same data over and over in different systems with one excel file > here and and database over there. Not to mention avoiding this will greatly > reduce human errors. How can we make OpenERP work for our spesific needs, or > in plain english is it hard to hammer OpenERP into the shape we need? OpenERP set constraints in objects where needed so that you can not duplicate data. for example: you can not enter same client/vendor twice. > 4: Our products will be made up based on certain criteria for each product, > along with data collected from 3rd parties parnters. We will connect to them > via web-services. We need some specific strings of data for each product from > our partner. Is this something that openerp can handle, or maybe a there is > an excisting module for that? > Are you talking about BOM? you can set Bill of material and select property of each products. > > 5: Security wise I belive storage on one centralized server will give us > peace of mind and reduce chances for errors. Is there any server side > solutions that will let us have a copy of the database locally in case of > internet connection failure? I have seen custom made solutions like this > based on asp.net and MS SQL. In case of no-connection all storage of data is > locally and whenever there is internet connection running the databases will > syncronize automatically. Does something like that excist in the world of > OpenERP? Keep in mind we will rent managed servers in a datacenter, so what I > fear is to loose our connection from our office to the outside world. You can use base_synchro module of share funding. It will synchronize 2 OpenERP servers. you can make offline entries and synchronize those entries with remote server whenever you get online. > 6: The system we go for must be able to handle growth on our side. Hopefully > we are within the next 36 months 25-30 people working this system from the > sales end. Not to mention we need people in customer service and acounting so > we hope to grow to a total of 35-40 within 3 years and a 15 % growth each > following year. We wish the system to grow with us just updating hardware as > we grow. OpenERP is already implemented in many companies with high volume of data and users. you can check these links. http://www.openerp.com/en/discover/success-stories.html http://doc.openerp.com/book/ ------------------------ OpenERP=Easier, Adaptable, Affordable, Modular -------------------- m2f -------------------- -- http://www.openobject.com/forum/viewtopic.php?p=39148#39148 -------------------- m2f -------------------- _______________________________________________ Tinyerp-users mailing list http://tiny.be/mailman2/listinfo/tinyerp-users
