OFBiz CRM for ASF Fundraising Team

[Sharan Foga]

Hi All

I’ve received an enquiry from Daniel Ruggeri from the ASF Fundraising team asking about the possibility of using OFBiz CRM to manage their processes. I’m hoping to setup a call with him later this week to talk about their requirements.

This could be great news for OFBiz so will let you know what happens and bring that information back to this list.

Thanks
Sharan

[Pierre Smits]

Hi Sharan,

That is great news. Hopefully this time there will be something achievable
coming out of the talks. There have been many such requests/proposals in
the past.

Best

P

On Sun, 29 Jul 2018 at 16:15 Sharan Foga <[hidden email]> wrote:

> Hi All
>
> I’ve received an enquiry from Daniel Ruggeri from the ASF Fundraising team
> asking about the possibility of using OFBiz CRM to manage their processes.
> I’m hoping to setup a call with him later this week to talk about their
> requirements.
>
> This could be great news for OFBiz so will let you know what happens and
> bring that information back to this list.
>
> Thanks
> Sharan
>

--
Sent from my phone

[Pierre Smits-3]

Hi Sharan,

How did the call with Daniel go? Did you make any progress?


Best regards,

Pierre Smits

Apache Trafodion <https://trafodion.apache.org>, Vice President
Apache Directory <https://directory.apache.org>, PMC Member
Apache Incubator <https://incubator.apache.org>, committer
Apache OFBiz <https://ofbiz.apache.org>, contributor since 2008
Apache Steve <https://steve.apache.org>, committer

On Sun, Jul 29, 2018 at 8:11 PM, Pierre Smits <[hidden email]>
wrote:

> Hi Sharan,
>
> That is great news. Hopefully this time there will be something achievable
> coming out of the talks. There have been many such requests/proposals in
> the past.
>
> Best
>
> P
>
> On Sun, 29 Jul 2018 at 16:15 Sharan Foga <[hidden email]> wrote:
>
>> Hi All
>>
>> I’ve received an enquiry from Daniel Ruggeri from the ASF Fundraising
>> team asking about the possibility of using OFBiz CRM to manage their
>> processes. I’m hoping to setup a call with him later this week to talk
>> about their requirements.
>>
>> This could be great news for OFBiz so will let you know what happens and
>> bring that information back to this list.
>>
>> Thanks
>> Sharan
>>
> --
> Sent from my phone
>

[Sharan Foga]

Hi Pierre

Sorry for the late response on this!

Daniel says that he isn't in any rush to get a solution in place and so wants to take the time to make sure what they implement is going to be the right solution. I think he is also getting sent links to other CRM software that other people have used and have recommended. He needs to spend some time deciding and defining what is needed and how it will be used.

One important thing I wanted to mention  is that Daniel went to our OFBiz demo to take a look at our CRM module before we chatted ..... and couldn't find it! (In the end I had to show him where to look and tell him what it was called.)

It's not obvious to new users what SFA is or means. In the past I  think there have been conversations about renaming it to CRM as people know  that abbreviation. Perhaps it's time to start that discussion again...

Thanks
Sharan





On 2018/08/18 10:28:12, Pierre Smits <[hidden email]> wrote:

> Hi Sharan,
>
> How did the call with Daniel go? Did you make any progress?
>
>
> Best regards,
>
> Pierre Smits
>
> Apache Trafodion <https://trafodion.apache.org>, Vice President
> Apache Directory <https://directory.apache.org>, PMC Member
> Apache Incubator <https://incubator.apache.org>, committer
> Apache OFBiz <https://ofbiz.apache.org>, contributor since 2008
> Apache Steve <https://steve.apache.org>, committer
>
> On Sun, Jul 29, 2018 at 8:11 PM, Pierre Smits <[hidden email]>
> wrote:
>
> > Hi Sharan,
> >
> > That is great news. Hopefully this time there will be something achievable
> > coming out of the talks. There have been many such requests/proposals in
> > the past.
> >
> > Best
> >
> > P
> >
> > On Sun, 29 Jul 2018 at 16:15 Sharan Foga <[hidden email]> wrote:
> >
> >> Hi All
> >>
> >> I’ve received an enquiry from Daniel Ruggeri from the ASF Fundraising
> >> team asking about the possibility of using OFBiz CRM to manage their
> >> processes. I’m hoping to setup a call with him later this week to talk
> >> about their requirements.
> >>
> >> This could be great news for OFBiz so will let you know what happens and
> >> bring that information back to this list.
> >>
> >> Thanks
> >> Sharan
> >>
> > --
> > Sent from my phone
> >
>

[Jacques Le Roux]

Le 03/09/2018 à 17:07, Sharan Foga a écrit :
> It's not obvious to new users what SFA is or means. In the past I  think there have been conversations about renaming it to CRM as people know  that abbreviation. Perhaps it's time to start that discussion again...
>
> Thanks
> Sharan
Hi Sharan

Indeed, it seems to me too that CRM is much more known than SFA

Nevertheless there is a difference between them: https://www.google.fr/search?q=sfa+vs+crm&ie=UTF-8
Reading articles there (notably https://www.quora.com/What-are-the-key-differences-between-CRM-and-SFA) it seems to me that what we have in OFBiz is
more SFA than CRM

Jacques

[Pierre Smits-3]

You're absolutely right, and the distinction between the two is a fine and
shifting line from organisation to organisation. And of course, there is a
lot of overlap.

And we have that also in OFBiz. We have CRM/SFA functionalities in
- Accounting (e.g. the AR functions and Agreements),
- Party (e.g. the financial overview, shopping lists, contact lists),
- Order (Orders, Quotes, Requests, Requirements, etc.),
- Product (the Catalog web-app: agreements, Orders, Communications; in the
Facility web-app: agreements),
- and of course in Marketing (both  the SFA web-app and the Marketing
web-app).

And the same can be said for SRM.

It seems we like OFBiz (OOTB) that way, though whatever implication it may
have down the line (adoption wise, maintenance wise for both code and
documentation, community-growth wise).



Best regards,

Pierre Smits

Apache Trafodion <https://trafodion.apache.org>, Vice President
Apache Directory <https://directory.apache.org>, PMC Member
Apache Incubator <https://incubator.apache.org>, committer
*Apache OFBiz <https://ofbiz.apache.org>, contributor (without privileges)
since 2008*
Apache Steve <https://steve.apache.org>, committer

On Mon, Sep 3, 2018 at 6:51 PM, Jacques Le Roux <
[hidden email]> wrote:

> Le 03/09/2018 à 17:07, Sharan Foga a écrit :
>
>> It's not obvious to new users what SFA is or means. In the past I  think
>> there have been conversations about renaming it to CRM as people know  that
>> abbreviation. Perhaps it's time to start that discussion again...
>>
>> Thanks
>> Sharan
>>
> Hi Sharan
>
> Indeed, it seems to me too that CRM is much more known than SFA
>
> Nevertheless there is a difference between them:
> https://www.google.fr/search?q=sfa+vs+crm&ie=UTF-8
> Reading articles there (notably https://www.quora.com/What-are
> -the-key-differences-between-CRM-and-SFA) it seems to me that what we
> have in OFBiz is more SFA than CRM
>
> Jacques
>
>

[Michael Brohl-3]

FYI:
https://lists.apache.org/thread.html/0d6f8fb7006f8a8c291df3cf0c15c1a743532e6b1a74b2f6c5fcdd53@%3Cdev.community.apache.org%3E

Best regards,

Michael

Am 29.07.18 um 16:15 schrieb Sharan Foga:
> Hi All
>
> I’ve received an enquiry from Daniel Ruggeri from the ASF Fundraising team asking about the possibility of using OFBiz CRM to manage their processes. I’m hoping to setup a call with him later this week to talk about their requirements.
>
> This could be great news for OFBiz so will let you know what happens and bring that information back to this list.
>
> Thanks
> Sharan