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Posted to dev@ofbiz.apache.org by Rich Bowen <rb...@rcbowen.com> on 2014/07/10 22:31:38 UTC
OFBiz CRM?
I see on the OFBiz website that a CRM is one of the components of OFBiz.
I was wondering if anyone from the community would be willing to help us
get an instance of this running somewhere, or already has it running
somewhere, where the ASF could use it internally. This would be
primarily for Fundraising/Sponsorship purposes, but I expect that there
are other places where it could come in useful, such as ApacheCon and
Marketing.
--Rich
--
rbowen@apache.org
http://apache.org/
Re: OFBiz CRM?
Posted by Pierre Smits <pi...@gmail.com>.
Rich,
The CRM (or SFA) and marketing feature set of OFBiz could surely be
usefull. In the past we have had several requests whether OFBiz could be
used by charity organisations, but this was more regarding the aspect of
bookkeeping.
I would be happy to work with the ASF in getting an instance running in the
infrastructure of the ASF or somewhere else and help with requirements.
Best regards,
Pierre Smits
*ORRTIZ.COM <http://www.orrtiz.com>*
Services & Solutions for Cloud-
Based Manufacturing, Professional
Services and Retail & Trade
http://www.orrtiz.com
On Thu, Jul 10, 2014 at 10:31 PM, Rich Bowen <rb...@rcbowen.com> wrote:
> I see on the OFBiz website that a CRM is one of the components of OFBiz. I
> was wondering if anyone from the community would be willing to help us get
> an instance of this running somewhere, or already has it running somewhere,
> where the ASF could use it internally. This would be primarily for
> Fundraising/Sponsorship purposes, but I expect that there are other places
> where it could come in useful, such as ApacheCon and Marketing.
>
> --Rich
>
> --
> rbowen@apache.org
> http://apache.org/
>
>
Re: OFBiz CRM?
Posted by Jacques Le Roux <ja...@les7arts.com>.
You can also get to the stable version from the OFBiz main page http://ofbiz.apache.org/
See the section
13.07 Release Branch Demo (stable)
* Front-End Store <http://demo-stable-ofbiz.apache.org/ecommerce/control/main>
* Management Apps <http://demo-stable-ofbiz.apache.org/catalog/control/main?USERNAME=flexadmin&PASSWORD=ofbiz&JavaScriptEnabled=Y>
The Management Apps <http://demo-stable-ofbiz.apache.org/catalog/control/main?USERNAME=flexadmin&PASSWORD=ofbiz&JavaScriptEnabled=Y> link gives you a
direct access the the OFBiz backend. The "Applications" menu contains the "SFA" (Sales Force Automation, kinda CRM) and "Marketing" applications which
are probably the most relevant for you
This said, they are not totally obvious to be used when you never worked with OFBiz. But I think the community can help you...
HTH
Jacques
Le 11/07/2014 21:56, Pierre Smits a écrit :
> Rich,
>
> To access the (official) demo's of the OFBiz project, you don't need a
> personalized account.
>
> You can log in with:
>
> UserId: *admin*
>
> Password: *ofbiz*
>
>
> or with:
>
> UserId: *flexadmin*
>
> Password: *ofbiz*
>
>
> Best regards,
>
> Pierre Smits
>
> *ORRTIZ.COM <http://www.orrtiz.com>*
> Services & Solutions for Cloud-
> Based Manufacturing, Professional
> Services and Retail & Trade
> http://www.orrtiz.com
>
>
> On Fri, Jul 11, 2014 at 8:51 PM, Rich Bowen <rb...@rcbowen.com> wrote:
>
>> On 07/11/2014 01:00 AM, Jacques Le Roux wrote:
>>
>>> Did you look only at the main page, or did you have also a look at
>>> http://demo-trunk-ofbiz.apache.org/sfa/control/main (cred: admin/ofbiz)
>>>
>>> Do you think this could be useful to you?
>>>
>> I don't have an account there, but would love to have a look at it.
>>
>> --Rich
>>
>>
>>
>>
>>> Jacques
>>>
>>> Le 10/07/2014 22:31, Rich Bowen a écrit :
>>>
>>>> I see on the OFBiz website that a CRM is one of the components of OFBiz.
>>>> I was wondering if anyone from the community would be willing to help us
>>>> get an instance of this running somewhere, or already has it running
>>>> somewhere, where the ASF could use it internally. This would be primarily
>>>> for Fundraising/Sponsorship purposes, but I expect that there are other
>>>> places where it could come in useful, such as ApacheCon and Marketing.
>>>>
>>>> --Rich
>>>>
>>>>
>> --
>> Rich Bowen - rbowen@rcbowen.com - @rbowen
>> http://apachecon.com/ - @apachecon
>>
>>
--
Re: OFBiz CRM?
Posted by Pierre Smits <pi...@gmail.com>.
Rich,
To access the (official) demo's of the OFBiz project, you don't need a
personalized account.
You can log in with:
UserId: *admin*
Password: *ofbiz*
or with:
UserId: *flexadmin*
Password: *ofbiz*
Best regards,
Pierre Smits
*ORRTIZ.COM <http://www.orrtiz.com>*
Services & Solutions for Cloud-
Based Manufacturing, Professional
Services and Retail & Trade
http://www.orrtiz.com
On Fri, Jul 11, 2014 at 8:51 PM, Rich Bowen <rb...@rcbowen.com> wrote:
>
> On 07/11/2014 01:00 AM, Jacques Le Roux wrote:
>
>> Did you look only at the main page, or did you have also a look at
>> http://demo-trunk-ofbiz.apache.org/sfa/control/main (cred: admin/ofbiz)
>>
>> Do you think this could be useful to you?
>>
>
> I don't have an account there, but would love to have a look at it.
>
> --Rich
>
>
>
>
>> Jacques
>>
>> Le 10/07/2014 22:31, Rich Bowen a écrit :
>>
>>> I see on the OFBiz website that a CRM is one of the components of OFBiz.
>>> I was wondering if anyone from the community would be willing to help us
>>> get an instance of this running somewhere, or already has it running
>>> somewhere, where the ASF could use it internally. This would be primarily
>>> for Fundraising/Sponsorship purposes, but I expect that there are other
>>> places where it could come in useful, such as ApacheCon and Marketing.
>>>
>>> --Rich
>>>
>>>
>>
> --
> Rich Bowen - rbowen@rcbowen.com - @rbowen
> http://apachecon.com/ - @apachecon
>
>
Re: OFBiz CRM?
Posted by Rich Bowen <rb...@rcbowen.com>.
On 07/11/2014 01:00 AM, Jacques Le Roux wrote:
> Did you look only at the main page, or did you have also a look at
> http://demo-trunk-ofbiz.apache.org/sfa/control/main (cred: admin/ofbiz)
>
> Do you think this could be useful to you?
I don't have an account there, but would love to have a look at it.
--Rich
>
> Jacques
>
> Le 10/07/2014 22:31, Rich Bowen a écrit :
>> I see on the OFBiz website that a CRM is one of the components of
>> OFBiz. I was wondering if anyone from the community would be willing
>> to help us get an instance of this running somewhere, or already has
>> it running somewhere, where the ASF could use it internally. This
>> would be primarily for Fundraising/Sponsorship purposes, but I expect
>> that there are other places where it could come in useful, such as
>> ApacheCon and Marketing.
>>
>> --Rich
>>
>
--
Rich Bowen - rbowen@rcbowen.com - @rbowen
http://apachecon.com/ - @apachecon
Re: OFBiz CRM?
Posted by Jacques Le Roux <ja...@les7arts.com>.
Did you look only at the main page, or did you have also a look at http://demo-trunk-ofbiz.apache.org/sfa/control/main (cred: admin/ofbiz)
Do you think this could be useful to you?
Jacques
Le 10/07/2014 22:31, Rich Bowen a écrit :
> I see on the OFBiz website that a CRM is one of the components of OFBiz. I was wondering if anyone from the community would be willing to help us
> get an instance of this running somewhere, or already has it running somewhere, where the ASF could use it internally. This would be primarily for
> Fundraising/Sponsorship purposes, but I expect that there are other places where it could come in useful, such as ApacheCon and Marketing.
>
> --Rich
>
--
Re: OFBiz CRM?
Posted by Rich Bowen <rb...@rcbowen.com>.
On 07/11/2014 02:41 AM, Pierre Smits wrote:
> Rich,
>
> Of course it depends on the requirements of the ASF, but of the top op
> my head I can imagine that the following applications/components could
> be useful for the ASF:
>
> * CRM, consisting of
> o SFA - registering the prospects, leads, accounts and contact
> the ASF want to be in business with
> o Marketing - communicating with organisations and persons
> through mailings
>
This is the part that we're looking for at this time. The other parts, I
suppose, might follow in time. Right now we need a way to keep track of
our Foundation sponsors, and who has been in touch with them, when, for
what reason, and let us know when it's time to get in touch again. This
sounds like CRM to me, but I readily, although somewhat embarrassedly,
admit that I am almost completely ignorant of OFBiz.
> * CMS Site - webpages for dynamic and static content
> * SCM - registering the suppliers and their contacts (also
> contractors) whom the ASF gets products (marketing material and
> such) and services from
> * Catalog - base registry of goods and services delivered to
> customers and from suppliers
> * Warehousing - inventory mgt with respect to goods delivered and
> shipped (e.g. marketing materials)
> * Order Mgt - registering
> o Purchase Orders, with respect to materials and services
> required for events and such
> o Sales Orders, with respect to delivery of materials of goods,
> subscriptions on digital content, etc
> o Request
> * Project Control - for managing the events of the ASF, either
> o Project Mgt - in waterfall style (e.g. PMBOK or PRINCE based)
> o Scrum - for the more agile projects
>
> Best regards,
>
>
> Pierre Smits
>
> *ORRTIZ.COM <http://www.orrtiz.com>*
> Services & Solutions for Cloud-
> Based Manufacturing, Professional
> Services and Retail & Trade
> http://www.orrtiz.com <http://www.orrtiz.com/>
>
>
> On Thu, Jul 10, 2014 at 10:31 PM, Rich Bowen <rbowen@rcbowen.com
> <ma...@rcbowen.com>> wrote:
>
> I see on the OFBiz website that a CRM is one of the components of
> OFBiz. I was wondering if anyone from the community would be
> willing to help us get an instance of this running somewhere, or
> already has it running somewhere, where the ASF could use it
> internally. This would be primarily for Fundraising/Sponsorship
> purposes, but I expect that there are other places where it could
> come in useful, such as ApacheCon and Marketing.
>
> --Rich
>
> --
> rbowen@apache.org <ma...@apache.org>
> http://apache.org/
>
>
--
rbowen@apache.org
http://apache.org/
Re: OFBiz CRM?
Posted by Pierre Smits <pi...@gmail.com>.
Rich,
Of course it depends on the requirements of the ASF, but of the top op my
head I can imagine that the following applications/components could be
useful for the ASF:
- CRM, consisting of
- SFA - registering the prospects, leads, accounts and contact the
ASF want to be in business with
- Marketing - communicating with organisations and persons through
mailings
- CMS Site - webpages for dynamic and static content
- SCM - registering the suppliers and their contacts (also contractors)
whom the ASF gets products (marketing material and such) and services from
- Catalog - base registry of goods and services delivered to customers
and from suppliers
- Warehousing - inventory mgt with respect to goods delivered and
shipped (e.g. marketing materials)
- Order Mgt - registering
- Purchase Orders, with respect to materials and services required
for events and such
- Sales Orders, with respect to delivery of materials of goods,
subscriptions on digital content, etc
- Request
- Project Control - for managing the events of the ASF, either
- Project Mgt - in waterfall style (e.g. PMBOK or PRINCE based)
- Scrum - for the more agile projects
Best regards,
Pierre Smits
*ORRTIZ.COM <http://www.orrtiz.com>*
Services & Solutions for Cloud-
Based Manufacturing, Professional
Services and Retail & Trade
http://www.orrtiz.com
On Thu, Jul 10, 2014 at 10:31 PM, Rich Bowen <rb...@rcbowen.com> wrote:
> I see on the OFBiz website that a CRM is one of the components of OFBiz. I
> was wondering if anyone from the community would be willing to help us get
> an instance of this running somewhere, or already has it running somewhere,
> where the ASF could use it internally. This would be primarily for
> Fundraising/Sponsorship purposes, but I expect that there are other places
> where it could come in useful, such as ApacheCon and Marketing.
>
> --Rich
>
> --
> rbowen@apache.org
> http://apache.org/
>
>