OFBIZ: the road ahead RE Customer Relation Management

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OFBIZ: the road ahead RE Customer Relation Management

Pierre Smits
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
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Re: OFBIZ: the road ahead RE Customer Relation Management

Pierre Smits
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 <[hidden email]>

> 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
>
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Re: OFBIZ: the road ahead RE Customer Relation Management

Pierre Smits
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 <[hidden email]>

> 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 <[hidden email]>
>
> 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
>>
>
>
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Re: OFBIZ: the road ahead RE Customer Relation Management

Pierre Smits
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 <[hidden email]>

> 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 <[hidden email]>
>
> 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 <[hidden email]>
>>
>> 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
>>>
>>
>>
>