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Posted to user@ofbiz.apache.org by Pierre Smits <pi...@gmail.com> on 2011/01/27 10:53:33 UTC
OFBIZ: the road ahead RE Customer Relation Management
Hi all,
With the release of 10.04 we come to a point in time where we can think
about the future of the applications involved in Customer Releation
Management. The applications involved here are:
- Marketing
- SFA
In order to draw up a plan for future releases we would like have your
input.
What do you feel is important? What should be in, what should be removed,
what can be improved?
Please join us in this discussion about the Accounting application.
Regards,
Pierre
Re: OFBIZ: the road ahead RE Customer Relation Management
Posted by Pierre Smits <pi...@gmail.com>.
Some more
- Being able to associate Accounts to Market segments and/or sectors.
- Have an overview of all bill-to customers related to an account
2011/1/28 Pierre Smits <pi...@gmail.com>
> Regarding CRM I thing about following improvements
>
>
> - Being able to classify an account party as prospect or customer
> - Being able to associate an account party with a team (account team
> for large account with many sub accounts)
> - Being able to associate accounts to other accounts (main account and
> sub accounts)
> - From the account page show information about associated
> agreements/contracts, orders, projects, issues, etc
> - Integrate financial aspects of requests in opportunities
> - On the summary page of the account show an overview of what is in the
> pipeline (diagram?)
> - Integrate more with social network apps - so that Marketing and
> Account Managers have insight in what the accounts (and associated persons)
> do in social networks
>
>
>
> 2011/1/28 Pierre Smits <pi...@gmail.com>
>
> In my last message I said:
>>
>>
>> *Please join us in this discussion about the Accounting application.*
>>
>>
>> Of course, in the light of this topic, this should have been:
>>
>> *Please join us in this discussion about the CRM application(s).*
>>
>> My apologies for any inconveniences caused.
>>
>>
>> Regards,
>>
>> Pierre
>>
>>
>> 2011/1/27 Pierre Smits <pi...@gmail.com>
>>
>> Hi all,
>>>
>>> With the release of 10.04 we come to a point in time where we can think
>>> about the future of the applications involved in Customer Releation
>>> Management. The applications involved here are:
>>>
>>> - Marketing
>>> - SFA
>>>
>>>
>>> In order to draw up a plan for future releases we would like have your
>>> input.
>>>
>>> What do you feel is important? What should be in, what should be removed,
>>> what can be improved?
>>>
>>> Please join us in this discussion about the Accounting application.
>>>
>>> Regards,
>>>
>>> Pierre
>>>
>>
>>
>
Re: OFBIZ: the road ahead RE Customer Relation Management
Posted by Pierre Smits <pi...@gmail.com>.
Some more
- Being able to associate Accounts to Market segments and/or sectors.
- Have an overview of all bill-to customers related to an account
2011/1/28 Pierre Smits <pi...@gmail.com>
> Regarding CRM I thing about following improvements
>
>
> - Being able to classify an account party as prospect or customer
> - Being able to associate an account party with a team (account team
> for large account with many sub accounts)
> - Being able to associate accounts to other accounts (main account and
> sub accounts)
> - From the account page show information about associated
> agreements/contracts, orders, projects, issues, etc
> - Integrate financial aspects of requests in opportunities
> - On the summary page of the account show an overview of what is in the
> pipeline (diagram?)
> - Integrate more with social network apps - so that Marketing and
> Account Managers have insight in what the accounts (and associated persons)
> do in social networks
>
>
>
> 2011/1/28 Pierre Smits <pi...@gmail.com>
>
> In my last message I said:
>>
>>
>> *Please join us in this discussion about the Accounting application.*
>>
>>
>> Of course, in the light of this topic, this should have been:
>>
>> *Please join us in this discussion about the CRM application(s).*
>>
>> My apologies for any inconveniences caused.
>>
>>
>> Regards,
>>
>> Pierre
>>
>>
>> 2011/1/27 Pierre Smits <pi...@gmail.com>
>>
>> Hi all,
>>>
>>> With the release of 10.04 we come to a point in time where we can think
>>> about the future of the applications involved in Customer Releation
>>> Management. The applications involved here are:
>>>
>>> - Marketing
>>> - SFA
>>>
>>>
>>> In order to draw up a plan for future releases we would like have your
>>> input.
>>>
>>> What do you feel is important? What should be in, what should be removed,
>>> what can be improved?
>>>
>>> Please join us in this discussion about the Accounting application.
>>>
>>> Regards,
>>>
>>> Pierre
>>>
>>
>>
>
Re: OFBIZ: the road ahead RE Customer Relation Management
Posted by Pierre Smits <pi...@gmail.com>.
Regarding CRM I thing about following improvements
- Being able to classify an account party as prospect or customer
- Being able to associate an account party with a team (account team for
large account with many sub accounts)
- Being able to associate accounts to other accounts (main account and
sub accounts)
- From the account page show information about associated
agreements/contracts, orders, projects, issues, etc
- Integrate financial aspects of requests in opportunities
- On the summary page of the account show an overview of what is in the
pipeline (diagram?)
- Integrate more with social network apps - so that Marketing and Account
Managers have insight in what the accounts (and associated persons) do in
social networks
2011/1/28 Pierre Smits <pi...@gmail.com>
> In my last message I said:
>
>
> *Please join us in this discussion about the Accounting application.*
>
>
> Of course, in the light of this topic, this should have been:
>
> *Please join us in this discussion about the CRM application(s).*
>
> My apologies for any inconveniences caused.
>
>
> Regards,
>
> Pierre
>
>
> 2011/1/27 Pierre Smits <pi...@gmail.com>
>
> Hi all,
>>
>> With the release of 10.04 we come to a point in time where we can think
>> about the future of the applications involved in Customer Releation
>> Management. The applications involved here are:
>>
>> - Marketing
>> - SFA
>>
>>
>> In order to draw up a plan for future releases we would like have your
>> input.
>>
>> What do you feel is important? What should be in, what should be removed,
>> what can be improved?
>>
>> Please join us in this discussion about the Accounting application.
>>
>> Regards,
>>
>> Pierre
>>
>
>
Re: OFBIZ: the road ahead RE Customer Relation Management
Posted by Pierre Smits <pi...@gmail.com>.
Regarding CRM I thing about following improvements
- Being able to classify an account party as prospect or customer
- Being able to associate an account party with a team (account team for
large account with many sub accounts)
- Being able to associate accounts to other accounts (main account and
sub accounts)
- From the account page show information about associated
agreements/contracts, orders, projects, issues, etc
- Integrate financial aspects of requests in opportunities
- On the summary page of the account show an overview of what is in the
pipeline (diagram?)
- Integrate more with social network apps - so that Marketing and Account
Managers have insight in what the accounts (and associated persons) do in
social networks
2011/1/28 Pierre Smits <pi...@gmail.com>
> In my last message I said:
>
>
> *Please join us in this discussion about the Accounting application.*
>
>
> Of course, in the light of this topic, this should have been:
>
> *Please join us in this discussion about the CRM application(s).*
>
> My apologies for any inconveniences caused.
>
>
> Regards,
>
> Pierre
>
>
> 2011/1/27 Pierre Smits <pi...@gmail.com>
>
> Hi all,
>>
>> With the release of 10.04 we come to a point in time where we can think
>> about the future of the applications involved in Customer Releation
>> Management. The applications involved here are:
>>
>> - Marketing
>> - SFA
>>
>>
>> In order to draw up a plan for future releases we would like have your
>> input.
>>
>> What do you feel is important? What should be in, what should be removed,
>> what can be improved?
>>
>> Please join us in this discussion about the Accounting application.
>>
>> Regards,
>>
>> Pierre
>>
>
>
Re: OFBIZ: the road ahead RE Customer Relation Management
Posted by Pierre Smits <pi...@gmail.com>.
In my last message I said:
*Please join us in this discussion about the Accounting application.*
Of course, in the light of this topic, this should have been:
*Please join us in this discussion about the CRM application(s).*
My apologies for any inconveniences caused.
Regards,
Pierre
2011/1/27 Pierre Smits <pi...@gmail.com>
> Hi all,
>
> With the release of 10.04 we come to a point in time where we can think
> about the future of the applications involved in Customer Releation
> Management. The applications involved here are:
>
> - Marketing
> - SFA
>
>
> In order to draw up a plan for future releases we would like have your
> input.
>
> What do you feel is important? What should be in, what should be removed,
> what can be improved?
>
> Please join us in this discussion about the Accounting application.
>
> Regards,
>
> Pierre
>
Re: OFBIZ: the road ahead RE Customer Relation Management
Posted by Pierre Smits <pi...@gmail.com>.
In my last message I said:
*Please join us in this discussion about the Accounting application.*
Of course, in the light of this topic, this should have been:
*Please join us in this discussion about the CRM application(s).*
My apologies for any inconveniences caused.
Regards,
Pierre
2011/1/27 Pierre Smits <pi...@gmail.com>
> Hi all,
>
> With the release of 10.04 we come to a point in time where we can think
> about the future of the applications involved in Customer Releation
> Management. The applications involved here are:
>
> - Marketing
> - SFA
>
>
> In order to draw up a plan for future releases we would like have your
> input.
>
> What do you feel is important? What should be in, what should be removed,
> what can be improved?
>
> Please join us in this discussion about the Accounting application.
>
> Regards,
>
> Pierre
>
Re: OFBIZ: the road ahead RE Customer Relation Management
Posted by BJ Freeman <bj...@free-man.net>.
I think this is resolved with current myportal and pages that can be put
together.
=========================
BJ Freeman
Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=52>
Specialtymarket.com <http://www.specialtymarket.com/>
Systems Integrator-- Glad to Assist
Chat Y! messenger: bjfr33man
Pierre Smits sent the following on 1/27/2011 1:53 AM:
> Hi all,
>
> With the release of 10.04 we come to a point in time where we can think
> about the future of the applications involved in Customer Releation
> Management. The applications involved here are:
>
> - Marketing
> - SFA
>
>
> In order to draw up a plan for future releases we would like have your
> input.
>
> What do you feel is important? What should be in, what should be removed,
> what can be improved?
>
> Please join us in this discussion about the Accounting application.
>
> Regards,
>
> Pierre
>