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. >
