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Sales force automation?

doug
2005-01-01
2013-05-02
  • doug
    doug
    2005-01-01

    So. Does compire make a reasonable SFA tool as well as a CRM tool? Does it have reasonable campaign tracking?
    Contact tracking? Call notes and tracking?

    Thanks,
    Doug

     
    • Redhuan D. Oon
      Redhuan D. Oon
      2005-01-01

      Hi Doug,
      Rudimently yes. It allows users to go online and make requests. Such requests are tracked by the client admin side to give responses. Requests can be categorised and preset for selection by the users. The requests are logged historically.
      During tracking, u can tag sales orders' status for attention.
      At the client admin side, clerks can drill into the user customers history as to outstanding orders, invoices, payments and deliveries. (That seems good enough to me).
      For SFA (if its prospecting or presales) it will just be plain notes - tagging to Business Partners, i think not (have to check with the latest features list), thus u may need to do some coding there. But the framework is available.

      regards
      http://red1.org/

       
    • doug
      doug
      2005-01-01

      Sorry but I am a bit confused... Does users mean customers?  I think that business partner means prospects but not contacts???

      Different terminology.

      It sounds kind of cumbersome and not very elegant.

       
    • Redhuan D. Oon
      Redhuan D. Oon
      2005-01-01

      Hi Doug,
      Users can be anyone who are registered into the system be they Prospects, Customers, Sales people or Admin staff.
      Business Partners covers all that, thus they can also be contacts.
      Different terminology yes, meaning the same concepts. In OfBiz they are called parties.

      I think the plus points is that the source is open for you to further extend the periphery.

      It took me helluva steep curve to grasp some of its architecture.

      The CRM part is mainly interfaced via a web layer.

      I may go on trying to explain further but if u can point out where it may seem cumbersome perhaps i can pick up something.

      The only misgiving most people here have is the documentation which we enthusiasts try to cover in http://red1.org/ and http://sourceforge.net/projects/compilo.

      Anyway, ComPiere Inc, US, the services arm of www.compiere.org offers authoritative and training support that are much suscribed. 

      I would say that any misgivings is well compensated by an app that is open, stable, matured and attended by a bubbling community.

      regards
      red1