Just share when you have the time.
2009/10/21 Jacques Le Roux <[email protected]> > Thanks Pierre, > > I have no time at the moment, but I'd like to share also some ideas (mostly > picked from SugarCRM) > > > Jacques > > From: "Pierre Smits" <[email protected]> > >> I agree. >> That's why I will not include the removal of the payment screenlet in the >> patch. >> >> Regards, >> >> Pierre >> >> 2009/10/21 Jacques Le Roux <[email protected]> >> >> From: "Pierre Smits" <[email protected]> >>> >>> I will create the JIRA and upload stuff. >>>> The payment method screenlet is just removed from CommonScreens.xml in >>>> Marketing. I was trying out some stuff in my development environment >>>> (where >>>> I created the image from. >>>> >>>> In my opinion not everything related to parties should be shown in SFA. >>>> SFA >>>> officers should be focusing on registering sales, opportunities, request >>>> and >>>> such. Banking info should not be displayed to them, as I regard it a >>>> AR/AP/Accounting data element. >>>> >>>> >>> Maybe, but this needs discussion because if it was added there chances >>> are >>> that someone needed it and use it >>> >>> Jacques >>> >>> >>> Regards, >>> >>>> >>>> Pierre >>>> >>>> 2009/10/21 Jacques Le Roux <[email protected]> >>>> >>>> Pierre, >>>> >>>>> >>>>> OFBiz ML (and Apache at large) don't let attachment get through. >>>>> Fortunately I received an email copy with the screen copy. >>>>> It looks good to me, I suggest that you create a Jira, attache the >>>>> screen >>>>> copy and a patch, but what did you do with the payment method screenlet >>>>> ? >>>>> >>>>> Jacques >>>>> ----- Original Message ----- >>>>> From: Pierre Smits >>>>> To: [email protected] ; Jacques Le Roux >>>>> Sent: Wednesday, October 21, 2009 9:41 AM >>>>> Subject: Re: Requests and Quotes & SFA Manager >>>>> >>>>> >>>>> For my own purposes I have rearranged the layout of the Account >>>>> Profile >>>>> a >>>>> bit. See attached image. >>>>> >>>>> >>>>> If this is liked and should be included in the application I can >>>>> create >>>>> patched and upload them. >>>>> >>>>> >>>>> Regards, >>>>> >>>>> >>>>> Pierre >>>>> >>>>> >>>>> 2009/10/21 Pierre Smits <[email protected]> >>>>> >>>>> Keeping it simple often works. >>>>> >>>>> >>>>> I agree that clear requierements should be outlined before we start >>>>> heading of in any direction. >>>>> >>>>> >>>>> With regards to SugarCRM: they have kept it simple visavis their >>>>> overviews and actions. Having looked at openCRX (as Abdullah mentioned >>>>> it >>>>> earlier) I would say that it looks a lot like SugarCRM (with some >>>>> complexities like OfBIZ). >>>>> >>>>> >>>>> So yeah. Bringing overviews of details together on the profile of an >>>>> account should be easy to do and enhance the workability for an >>>>> SFA-officer. >>>>> I would like to see that the 'create new'-functions to a nemu section >>>>> on >>>>> each SFA-screen (we already have quick add for contacts and leads). But >>>>> adding new accounts, opportunities and forecasts requires going to >>>>> their >>>>> respective overviews. >>>>> >>>>> >>>>> >>>>> >>>>> I will look at the business process library. >>>>> >>>>> >>>>> Regards, >>>>> >>>>> >>>>> Pierre >>>>> >>>>> >>>>> 2009/10/21 Jacques Le Roux <[email protected]> >>>>> >>>>> >>>>> Hi Pierre, >>>>> >>>>> At this stage I wonder if we should not begin by providing clear >>>>> requirements using stories as it's done at >>>>> >>>>> >>>>> >>>>> http://docs.ofbiz.org/display/OFBREQDES/Universal+Business+Process+Library+Index >>>>> . >>>>> At least having a look there should not hurt... >>>>> On the other hand, a simpler way would be to simply mimic SugarCRM >>>>> UI. >>>>> I have done a quick analysis for such a work, it seems not >>>>> hard to do. IIRW, the only really missing things are the ticket >>>>> feature and graphics. Most of the work is about linking things >>>>> together. >>>>> For instance tasks (workefforts), other accounts associated to an >>>>> account (we have already related contacts). Or tasks, contacts relates >>>>> to >>>>> an >>>>> opportunity (we have already lead but only one it seems), etc. >>>>> >>>>> Of course with its daslet feature SugarCRM is a bit easier to use >>>>> than >>>>> our portlets, but it's not so far. >>>>> Also SugarCRM has some convenient lookups and actions on each >>>>> screen. >>>>> For instance I found their information icon showing address, telephone >>>>> number, etc. on each line of a lookup result, interesting... >>>>> >>>>> My 2 cts >>>>> >>>>> >>>>> Jacques >>>>> >>>>> >>>>> From: "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 >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>> >>> >> >
