[jira] Created: (OFBIZ-2571) Lead enhancement in SFA module

[Nicolas Malin (Jira)]

Lead enhancement in SFA module
------------------------------

                 Key: OFBIZ-2571
                 URL: https://issues.apache.org/jira/browse/OFBIZ-2571
             Project: OFBiz
          Issue Type: Improvement
          Components: marketing
    Affects Versions: SVN trunk
         Environment: Windows XP Professional (5.1, Build 2600) Service Pack 2, Intel(R) Core(TM)2 CPU 4300 @ 1.80GHz (2 CPUs), 1014MB RAM, jdk1.5.0,
            Reporter: Saurav Sharma
             Fix For: SVN trunk


We are working on the enhancement of the lead functionality under SFA module.

Current Scenario:
The lead is created by collecting the personal details.

Problem faced:
 1.There was no product selection criteria earlier.
 2.Lead was being created without having the product specific information.

Solution to problem:
 1.Make sure that first of all the product is selected.
 2.Get the product specific information which is really necessary to be given and after that create the lead.

 Implemented Functionality:
We make sure that first of all the product is selected, then take two types of information which are:
-The information which is specific to the selected product and mandatory to be given so that we can check whether  product specific details of the user meet the organization standards to filter out the leads.
-The information which is the personal information and after having both types of information the lead is created.


We would like to upload the implemented Lead patch in SFA module ASAP. Before uploading patch we would like to discuss our approach with community members.
Any comments/suggestions on this would be appreciated.

Regards
Saurav Sharma
iLabs, Larsen & Toubro Infotech Ltd.
Mumbai.




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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-2571?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12716782#action_12716782 ]

Anil K Patel commented on OFBIZ-2571:
-------------------------------------

Can you give some examples of SFA application in market that follow the workflow you are suggesting?

Have you evaluated
1) Capturing tracking code linked with campaign.
2) Link opportunity with lead.
 

> Lead enhancement in SFA module
> ------------------------------
>
>                 Key: OFBIZ-2571
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2571
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: marketing
>    Affects Versions: SVN trunk
>         Environment: Windows XP Professional (5.1, Build 2600) Service Pack 2, Intel(R) Core(TM)2 CPU 4300 @ 1.80GHz (2 CPUs), 1014MB RAM, jdk1.5.0,
>            Reporter: Saurav Sharma
>             Fix For: SVN trunk
>
>
> We are working on the enhancement of the lead functionality under SFA module.
> Current Scenario:
> The lead is created by collecting the personal details.
> Problem faced:
>  1.There was no product selection criteria earlier.
>  2.Lead was being created without having the product specific information.
> Solution to problem:
>  1.Make sure that first of all the product is selected.
>  2.Get the product specific information which is really necessary to be given and after that create the lead.
>  Implemented Functionality:
> We make sure that first of all the product is selected, then take two types of information which are:
> -The information which is specific to the selected product and mandatory to be given so that we can check whether  product specific details of the user meet the organization standards to filter out the leads.
> -The information which is the personal information and after having both types of information the lead is created.
> We would like to upload the implemented Lead patch in SFA module ASAP. Before uploading patch we would like to discuss our approach with community members.
> Any comments/suggestions on this would be appreciated.
> Regards
> Saurav Sharma
> iLabs, Larsen & Toubro Infotech Ltd.
> Mumbai.

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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-2571?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12718400#action_12718400 ]

Saurav Sharma commented on OFBIZ-2571:
--------------------------------------

Hi Anil,

Thanks for your comments, please see the reply to your comments below.

Can you give some examples of SFA application in market that follow the workflow you are suggesting?

We have mentioned before, the creation of lead is based on the personal information and it does not have the product related information. So there is insufficient information to qualify a lead.

Based on current scenario, we suggest the below mentioned workflow to qualify lead.
 -  First system selects the product.
 -  Asks product related queries and personal details.
 -  Then create the lead.

Advantages:
 -  Creating lead based on product criteria.
 -  Easy tracking of lead for a product
 -  Better visibility of opportunity for a product
 -  Easy conversion of lead to opportunity as we have product specific data of the lead.

We didn't find our suggested example in any SFA module. But we think, it is the better approach for the lead qualification process.

1. Capturing tracking code linked with campaign:
   At the time of lead creation,
 -  Select lead source as campaign
 -  Provide the campaign tracking code

  It will relate lead with campaign.

2. Link opportunity with lead:
  After lead creation
 -   Evaluate captured data of lead as per organization standards for opportunity
 -   If it qualifies, convert to opportunity.

So now all the information collected at lead stage, will be used for opportunity.


Regards
Saurav Sharma
iLabs, Larsen & Toubro Infotech Ltd.
Mumbai.

> Lead enhancement in SFA module
> ------------------------------
>
>                 Key: OFBIZ-2571
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2571
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: marketing
>    Affects Versions: SVN trunk
>         Environment: Windows XP Professional (5.1, Build 2600) Service Pack 2, Intel(R) Core(TM)2 CPU 4300 @ 1.80GHz (2 CPUs), 1014MB RAM, jdk1.5.0,
>            Reporter: Saurav Sharma
>             Fix For: SVN trunk
>
>
> We are working on the enhancement of the lead functionality under SFA module.
> Current Scenario:
> The lead is created by collecting the personal details.
> Problem faced:
>  1.There was no product selection criteria earlier.
>  2.Lead was being created without having the product specific information.
> Solution to problem:
>  1.Make sure that first of all the product is selected.
>  2.Get the product specific information which is really necessary to be given and after that create the lead.
>  Implemented Functionality:
> We make sure that first of all the product is selected, then take two types of information which are:
> -The information which is specific to the selected product and mandatory to be given so that we can check whether  product specific details of the user meet the organization standards to filter out the leads.
> -The information which is the personal information and after having both types of information the lead is created.
> We would like to upload the implemented Lead patch in SFA module ASAP. Before uploading patch we would like to discuss our approach with community members.
> Any comments/suggestions on this would be appreciated.
> Regards
> Saurav Sharma
> iLabs, Larsen & Toubro Infotech Ltd.
> Mumbai.

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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-2571?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12731861#action_12731861 ]

Saurav Sharma commented on OFBIZ-2571:
--------------------------------------

Hi Anil,

We have not seen any response from your side since long time.
Hope to hear from you soon.

Regards
Saurav Sharma
iLabs, Larsen & Toubro Infotech Ltd.
Mumbai.

> Lead enhancement in SFA module
> ------------------------------
>
>                 Key: OFBIZ-2571
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2571
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: marketing
>    Affects Versions: SVN trunk
>         Environment: Windows XP Professional (5.1, Build 2600) Service Pack 2, Intel(R) Core(TM)2 CPU 4300 @ 1.80GHz (2 CPUs), 1014MB RAM, jdk1.5.0,
>            Reporter: Saurav Sharma
>             Fix For: SVN trunk
>
>
> We are working on the enhancement of the lead functionality under SFA module.
> Current Scenario:
> The lead is created by collecting the personal details.
> Problem faced:
>  1.There was no product selection criteria earlier.
>  2.Lead was being created without having the product specific information.
> Solution to problem:
>  1.Make sure that first of all the product is selected.
>  2.Get the product specific information which is really necessary to be given and after that create the lead.
>  Implemented Functionality:
> We make sure that first of all the product is selected, then take two types of information which are:
> -The information which is specific to the selected product and mandatory to be given so that we can check whether  product specific details of the user meet the organization standards to filter out the leads.
> -The information which is the personal information and after having both types of information the lead is created.
> We would like to upload the implemented Lead patch in SFA module ASAP. Before uploading patch we would like to discuss our approach with community members.
> Any comments/suggestions on this would be appreciated.
> Regards
> Saurav Sharma
> iLabs, Larsen & Toubro Infotech Ltd.
> Mumbai.

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