new SFA system
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David, Anil, Vikas and others
I have a customer interested in the new SFA system using leads, contacts, accounts, activities, opportunities and communications. Currently they use an older version of CRMSFA as test however they are interested using the new SFA system as it is currently in Jira. Anybody else interested? We could build the system in the next 3 months. I see that the activities stopped....what are the plans for the next few months? I can contribute substancially, but cannot do it on my own. can we work together? Regards, Hans -- AntWebsystems.com: Quality OFBiz services for competitive rates..... |
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Should we start a design document explaining the principles of the
system? like i did with project management? David, what are your ideas? On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: > David, Anil, Vikas and others > I have a customer interested in the new SFA system using leads, > contacts, accounts, activities, opportunities and communications. > Currently they use an older version of CRMSFA as test however they are > interested using the new SFA system as it is currently in Jira. > > Anybody else interested? We could build the system in the next 3 months. > > I see that the activities stopped....what are the plans for the next few > months? > > I can contribute substancially, but cannot do it on my own. > > can we work together? > > Regards, > Hans > > AntWebsystems.com: Quality OFBiz services for competitive rates..... |
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Also,
A guy from Octo http://www.octo.com/, as contacted me and is interested to contribute to such a workeffort. Currently he is still learning the framework but he could maybe later give you a hand... Jacques From: "Hans Bakker" <[hidden email]> > Should we start a design document explaining the principles of the > system? like i did with project management? > > David, what are your ideas? > > > > On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: >> David, Anil, Vikas and others >> I have a customer interested in the new SFA system using leads, >> contacts, accounts, activities, opportunities and communications. >> Currently they use an older version of CRMSFA as test however they are >> interested using the new SFA system as it is currently in Jira. >> >> Anybody else interested? We could build the system in the next 3 months. >> >> I see that the activities stopped....what are the plans for the next few >> months? >> >> I can contribute substancially, but cannot do it on my own. >> >> can we work together? >> >> Regards, >> Hans >> >> > -- > AntWebsystems.com: Quality OFBiz services for competitive rates..... > > |
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In reply to this post by hans_bakker
Hans, It would be great to work together on this. Our goal right now is to create a generic Sales Force Automation (SFA) application that will add in to OFBiz. I did some analysis and design for this a long time ago and just cleaned up the document a little bit, and it is now posted here: http://docs.ofbiz.org/display/OFBIZ/CRM+Sales+Force+Automation+Plan We plan to have some people working on this here and there in the near future, but any and all help and collaboration is of course welcome! BTW, this might be better in another thread, but we eventually want to pick up on the Project Management app and help with that some more too (we're working internally to do some analysis and define some specs and such right now). One of the things that we definitely want to do is create a separate webapp specifically for clients, and another specifically for non-manager employees and consultants. Anyway, yeah, let's move these along! -David On Mar 4, 2008, at 7:49 AM, Hans Bakker wrote: > Should we start a design document explaining the principles of the > system? like i did with project management? > > David, what are your ideas? > > On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: >> David, Anil, Vikas and others >> I have a customer interested in the new SFA system using leads, >> contacts, accounts, activities, opportunities and communications. >> Currently they use an older version of CRMSFA as test however they >> are >> interested using the new SFA system as it is currently in Jira. >> >> Anybody else interested? We could build the system in the next 3 >> months. >> >> I see that the activities stopped....what are the plans for the >> next few >> months? >> >> I can contribute substancially, but cannot do it on my own. >> >> can we work together? >> >> Regards, >> Hans >> >> > -- > AntWebsystems.com: Quality OFBiz services for competitive rates..... > |
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Hans,
Development is progressing in SFA. At the same time we are also working on AR, AP and HR app, so its going to remain slow progress in each app for sometime. I am sure very soon it will pick up. It will be useful to know which part of development effort will you like to contribute, "Analysis and defining requirement Spec", Implementation, Review and Commit. Based on which part you are interested in, I can switch resources to work other tasks. Also like David mentioned, I am also interested to know what your plans look like for Project Management app. Regards Anil Patel On Mar 4, 2008, at 1:53 PM, David E Jones wrote: > > Hans, > > It would be great to work together on this. Our goal right now is to > create a generic Sales Force Automation (SFA) application that will > add in to OFBiz. > > I did some analysis and design for this a long time ago and just > cleaned up the document a little bit, and it is now posted here: > > http://docs.ofbiz.org/display/OFBIZ/CRM+Sales+Force+Automation+Plan > > We plan to have some people working on this here and there in the > near future, but any and all help and collaboration is of course > welcome! > > BTW, this might be better in another thread, but we eventually want > to pick up on the Project Management app and help with that some > more too (we're working internally to do some analysis and define > some specs and such right now). One of the things that we definitely > want to do is create a separate webapp specifically for clients, and > another specifically for non-manager employees and consultants. > > Anyway, yeah, let's move these along! > > -David > > > On Mar 4, 2008, at 7:49 AM, Hans Bakker wrote: > >> Should we start a design document explaining the principles of the >> system? like i did with project management? >> >> David, what are your ideas? >> >> On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: >>> David, Anil, Vikas and others >>> I have a customer interested in the new SFA system using leads, >>> contacts, accounts, activities, opportunities and communications. >>> Currently they use an older version of CRMSFA as test however they >>> are >>> interested using the new SFA system as it is currently in Jira. >>> >>> Anybody else interested? We could build the system in the next 3 >>> months. >>> >>> I see that the activities stopped....what are the plans for the >>> next few >>> months? >>> >>> I can contribute substancially, but cannot do it on my own. >>> >>> can we work together? >>> >>> Regards, >>> Hans >>> >>> >> -- >> AntWebsystems.com: Quality OFBiz services for competitive rates..... >> > |
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Anil,
My priority for this customer are the following entities and the related functions: leads contacts accounts opportunities activities requests In this order and then the rest. My customer is prepared to start with a basic system, and extend later....the list above would be enough for him for a first version. I am prepared to implement the functions according the general OFBiz principles which i also use in the projectmanager. Review we need to spread over the people who actually want to use it. For this customer i need the above functions in about 3 months. If you can commit for half of the hours (150) in 3 months we could have a deal. REgards, Hans On Tue, 2008-03-04 at 23:34 -0800, Anil Patel wrote: > Hans, > Development is progressing in SFA. At the same time we are also > working on AR, AP and HR app, so its going to remain slow progress in > each app for sometime. I am sure very soon it will pick up. > > It will be useful to know which part of development effort will you > like to contribute, "Analysis and defining requirement Spec", > Implementation, Review and Commit. Based on which part you are > interested in, I can switch resources to work other tasks. > > Also like David mentioned, I am also interested to know what your > plans look like for Project Management app. > > Regards > Anil Patel > > > On Mar 4, 2008, at 1:53 PM, David E Jones wrote: > > > > > Hans, > > > > It would be great to work together on this. Our goal right now is to > > create a generic Sales Force Automation (SFA) application that will > > add in to OFBiz. > > > > I did some analysis and design for this a long time ago and just > > cleaned up the document a little bit, and it is now posted here: > > > > http://docs.ofbiz.org/display/OFBIZ/CRM+Sales+Force+Automation+Plan > > > > We plan to have some people working on this here and there in the > > near future, but any and all help and collaboration is of course > > welcome! > > > > BTW, this might be better in another thread, but we eventually want > > to pick up on the Project Management app and help with that some > > more too (we're working internally to do some analysis and define > > some specs and such right now). One of the things that we definitely > > want to do is create a separate webapp specifically for clients, and > > another specifically for non-manager employees and consultants. > > > > Anyway, yeah, let's move these along! > > > > -David > > > > > > On Mar 4, 2008, at 7:49 AM, Hans Bakker wrote: > > > >> Should we start a design document explaining the principles of the > >> system? like i did with project management? > >> > >> David, what are your ideas? > >> > >> On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: > >>> David, Anil, Vikas and others > >>> I have a customer interested in the new SFA system using leads, > >>> contacts, accounts, activities, opportunities and communications. > >>> Currently they use an older version of CRMSFA as test however they > >>> are > >>> interested using the new SFA system as it is currently in Jira. > >>> > >>> Anybody else interested? We could build the system in the next 3 > >>> months. > >>> > >>> I see that the activities stopped....what are the plans for the > >>> next few > >>> months? > >>> > >>> I can contribute substancially, but cannot do it on my own. > >>> > >>> can we work together? > >>> > >>> Regards, > >>> Hans > >>> > >>> > >> -- > >> AntWebsystems.com: Quality OFBiz services for competitive rates..... > >> > > > > AntWebsystems.com: Quality OFBiz services for competitive rates..... |
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Hi Anil,
I think I can contribute some effort for the SFA too, I could do some implementation and translation to Chinese, can I join in? Weizhan Guo 2008/3/5, Hans Bakker <[hidden email]>: > > Anil, > > My priority for this customer are the following entities and the related > functions: > leads > contacts > accounts > opportunities > activities > requests > > In this order and then the rest. My customer is prepared to start with a > basic system, and extend later....the list above would be enough for him > for a first version. > > I am prepared to implement the functions according the general OFBiz > principles which i also use in the projectmanager. Review we need to > spread over the people who actually want to use it. > > For this customer i need the above functions in about 3 months. If you > can commit for half of the hours (150) in 3 months we could have a deal. > > REgards, > > Hans > > > On Tue, 2008-03-04 at 23:34 -0800, Anil Patel wrote: > > Hans, > > Development is progressing in SFA. At the same time we are also > > working on AR, AP and HR app, so its going to remain slow progress in > > each app for sometime. I am sure very soon it will pick up. > > > > It will be useful to know which part of development effort will you > > like to contribute, "Analysis and defining requirement Spec", > > Implementation, Review and Commit. Based on which part you are > > interested in, I can switch resources to work other tasks. > > > > Also like David mentioned, I am also interested to know what your > > plans look like for Project Management app. > > > > Regards > > Anil Patel > > > > > > On Mar 4, 2008, at 1:53 PM, David E Jones wrote: > > > > > > > > Hans, > > > > > > It would be great to work together on this. Our goal right now is to > > > create a generic Sales Force Automation (SFA) application that will > > > add in to OFBiz. > > > > > > I did some analysis and design for this a long time ago and just > > > cleaned up the document a little bit, and it is now posted here: > > > > > > http://docs.ofbiz.org/display/OFBIZ/CRM+Sales+Force+Automation+Plan > > > > > > We plan to have some people working on this here and there in the > > > near future, but any and all help and collaboration is of course > > > welcome! > > > > > > BTW, this might be better in another thread, but we eventually want > > > to pick up on the Project Management app and help with that some > > > more too (we're working internally to do some analysis and define > > > some specs and such right now). One of the things that we definitely > > > want to do is create a separate webapp specifically for clients, and > > > another specifically for non-manager employees and consultants. > > > > > > Anyway, yeah, let's move these along! > > > > > > -David > > > > > > > > > On Mar 4, 2008, at 7:49 AM, Hans Bakker wrote: > > > > > >> Should we start a design document explaining the principles of the > > >> system? like i did with project management? > > >> > > >> David, what are your ideas? > > >> > > >> On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: > > >>> David, Anil, Vikas and others > > >>> I have a customer interested in the new SFA system using leads, > > >>> contacts, accounts, activities, opportunities and communications. > > >>> Currently they use an older version of CRMSFA as test however they > > >>> are > > >>> interested using the new SFA system as it is currently in Jira. > > >>> > > >>> Anybody else interested? We could build the system in the next 3 > > >>> months. > > >>> > > >>> I see that the activities stopped....what are the plans for the > > >>> next few > > >>> months? > > >>> > > >>> I can contribute substancially, but cannot do it on my own. > > >>> > > >>> can we work together? > > >>> > > >>> Regards, > > >>> Hans > > >>> > > >>> > > >> -- > > >> AntWebsystems.com: Quality OFBiz services for competitive rates..... > > >> > > > > > > > > -- > AntWebsystems.com: Quality OFBiz services for competitive rates..... > > |
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In reply to this post by Jacques Le Roux
hello all ofbiz dev,
Actually I'm realizing an internship that would end to a generic CRM development solution for my company. So ofbiz seems to be the good solution and OCTO can become implicated in ofbiz threw our needs. In fact, the CRM developments would be realized fot telecom companies so, we will need to do some features matching their demand. As Jacques said, I just discovered ofbiz framework and I have to learn it from scratch for now. For training I think customizing opentaps' CRM would be a good thing. (if you have any suggestion you're welcome) This new ofbiz module is more interesting for my projects goal, so I will be interested in taking part on this development (but I may have some constraints), and my company will be pleased to take part of the community. (it's already the case by developing and maintaning a plugin for grails integration in maven2, and the grails project also) So I hope to quick learn ofbiz and be able as soon as possible to provide you some help ! Geoffrey On Tue, Mar 4, 2008 at 7:06 PM, Jacques Le Roux < [hidden email]> wrote: > Also, > > A guy from Octo http://www.octo.com/, as contacted me and is interested to > contribute to such a workeffort. Currently he is still > learning the framework but he could maybe later give you a hand... > > Jacques > > From: "Hans Bakker" <[hidden email]> > > Should we start a design document explaining the principles of the > > system? like i did with project management? > > > > David, what are your ideas? > > > > > > > > On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: > >> David, Anil, Vikas and others > >> I have a customer interested in the new SFA system using leads, > >> contacts, accounts, activities, opportunities and communications. > >> Currently they use an older version of CRMSFA as test however they are > >> interested using the new SFA system as it is currently in Jira. > >> > >> Anybody else interested? We could build the system in the next 3 > months. > >> > >> I see that the activities stopped....what are the plans for the next > few > >> months? > >> > >> I can contribute substancially, but cannot do it on my own. > >> > >> can we work together? > >> > >> Regards, > >> Hans > >> > >> > > -- > > AntWebsystems.com: Quality OFBiz services for competitive rates..... > > > > > > |
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In reply to this post by guo weizhan
Weizhan,
Sure please. Everybody is welcome to join this effort. The Jira issues I have created are based on David's spec document. Few developers from our company will be contributing patches on those issues. You can help various ways, like 1) review those patches attached to Jira issues 2) contribute implementation/improvement patches 3) Add more details to Jira issues that will help developer. 4) .... Regards Anil Patel On Mar 5, 2008, at 12:59 AM, guo weizhan wrote: > Hi Anil, > > I think I can contribute some effort for the SFA too, I could do some > implementation > and translation to Chinese, can I join in? > > Weizhan Guo > > 2008/3/5, Hans Bakker <[hidden email]>: >> >> Anil, >> >> My priority for this customer are the following entities and the >> related >> functions: >> leads >> contacts >> accounts >> opportunities >> activities >> requests >> >> In this order and then the rest. My customer is prepared to start >> with a >> basic system, and extend later....the list above would be enough >> for him >> for a first version. >> >> I am prepared to implement the functions according the general OFBiz >> principles which i also use in the projectmanager. Review we need to >> spread over the people who actually want to use it. >> >> For this customer i need the above functions in about 3 months. If >> you >> can commit for half of the hours (150) in 3 months we could have a >> deal. >> >> REgards, >> >> Hans >> >> >> On Tue, 2008-03-04 at 23:34 -0800, Anil Patel wrote: >>> Hans, >>> Development is progressing in SFA. At the same time we are also >>> working on AR, AP and HR app, so its going to remain slow progress >>> in >>> each app for sometime. I am sure very soon it will pick up. >>> >>> It will be useful to know which part of development effort will you >>> like to contribute, "Analysis and defining requirement Spec", >>> Implementation, Review and Commit. Based on which part you are >>> interested in, I can switch resources to work other tasks. >>> >>> Also like David mentioned, I am also interested to know what your >>> plans look like for Project Management app. >>> >>> Regards >>> Anil Patel >>> >>> >>> On Mar 4, 2008, at 1:53 PM, David E Jones wrote: >>> >>>> >>>> Hans, >>>> >>>> It would be great to work together on this. Our goal right now is >>>> to >>>> create a generic Sales Force Automation (SFA) application that will >>>> add in to OFBiz. >>>> >>>> I did some analysis and design for this a long time ago and just >>>> cleaned up the document a little bit, and it is now posted here: >>>> >>>> http://docs.ofbiz.org/display/OFBIZ/CRM+Sales+Force+Automation+Plan >>>> >>>> We plan to have some people working on this here and there in the >>>> near future, but any and all help and collaboration is of course >>>> welcome! >>>> >>>> BTW, this might be better in another thread, but we eventually want >>>> to pick up on the Project Management app and help with that some >>>> more too (we're working internally to do some analysis and define >>>> some specs and such right now). One of the things that we >>>> definitely >>>> want to do is create a separate webapp specifically for clients, >>>> and >>>> another specifically for non-manager employees and consultants. >>>> >>>> Anyway, yeah, let's move these along! >>>> >>>> -David >>>> >>>> >>>> On Mar 4, 2008, at 7:49 AM, Hans Bakker wrote: >>>> >>>>> Should we start a design document explaining the principles of the >>>>> system? like i did with project management? >>>>> >>>>> David, what are your ideas? >>>>> >>>>> On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: >>>>>> David, Anil, Vikas and others >>>>>> I have a customer interested in the new SFA system using leads, >>>>>> contacts, accounts, activities, opportunities and communications. >>>>>> Currently they use an older version of CRMSFA as test however >>>>>> they >>>>>> are >>>>>> interested using the new SFA system as it is currently in Jira. >>>>>> >>>>>> Anybody else interested? We could build the system in the next 3 >>>>>> months. >>>>>> >>>>>> I see that the activities stopped....what are the plans for the >>>>>> next few >>>>>> months? >>>>>> >>>>>> I can contribute substancially, but cannot do it on my own. >>>>>> >>>>>> can we work together? >>>>>> >>>>>> Regards, >>>>>> Hans >>>>>> >>>>>> >>>>> -- >>>>> AntWebsystems.com: Quality OFBiz services for competitive >>>>> rates..... >>>>> >>>> >>> >>> >> -- >> AntWebsystems.com: Quality OFBiz services for competitive rates..... >> >> |
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