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 <[email protected]> > 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 <[email protected]> > > 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" <[email protected]> >> >> 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 >>> >>> >> >> >
