TiberiusB at 07:49, 13 September 2024

2024-09-13T07:49:12Z

imported>TiberiusB: cleaned some spam

2020-07-24T09:07:52Z

cleaned some spam

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Customer Relation Management (CRM)

We are starting to design this tool. We are exploring existing examples, and trying to understand how to integrate this system into our VN infrastructure.

=Requirements=

# Features:
## at least all the data entries on this [https://docs.google.com/spreadsheet/ccc?key=0AjrQyEif2HItdG1MOEFyVWZ4RjcydDItNWJQYXRXdnc#gid=3 spreadsheet],
## being able to see all the client names on the same page, and sort them by area, or due date, or any entry. This is where I see a big advantage for spreadsheets compared to the online tools I tested.
## have automatic reminders for follow-up. If the first person in charge doesn't answer after a determined time, who's the second person in charge, the third, etc...
## document the meetings with customers and automate this reporting (maybe with the use of pull-down menus per example: was she/he friendly, why, did she/he liked the product, the brochure, the slideshow, did the demo went well, how long was the demo, what questions they asked, does she/he has money, what type of funding, what can we improve in particular and in general ?
## relate the CRM to the supply and demand and value sharing modules of the VAS
# metrics:
## how many emails we have to send for one answer
## what type of answer (negative or positive, leading to another contact or not)
## how many phone calls, cold calls or not, how much time to spend to have a sale
## total cost per sale

=Evaluate the links below=

You can find some of these links and more on [http://groups.diigo.com/group/sensorica-knowledge/content/tag/CRM SENSORICA Diigo, tag CRM] and also in the article [http://philippe.scoffoni.net/5-solutions-de-crm-open-source-pour-les-entreprises/ 12 solutions de CRM open source pour les entreprises] in french but links go to project pages in englis.

Open the [https://docs.google.com/spreadsheet/ccc?key=0AkyiYVcyleEhdF9PSTZPMTU2YThzUEZ3WjlrMERSaVE evaluation Spreadsheet] created by Sophie to leave comments. Sensorica affiliates have automatic edit access. If you don't have you can ask for it.

Hosted / [http://en.wikipedia.org/wiki/Software_as_a_service, SAAS] / Google Apps integration:

* http://insight.ly/
** not open source,
** free for up to 3 users
** good reviews
** Integrates with GMail / Google Apps

* http://www.streak.com/
** Currently Beta (still free)
** Google Apps / Gmail integration
** APIs http://www.streak.com/api/

* Nutshell http://www.nutshell.com
** 10$/user/month
** Google apps integration, API,
** Simple (for inspiration should we decide to develop our own)

Django:
* creme : https://bitbucket.org/hybird/creme_crm http://cremecrm.com/ (V1.0, active) - inspired by vTiger
* koalix CRM : https://github.com/scaphilo/koalixcrm (last activity: 8 months ago)
* django-crm : (last activity: 2 years ago)

* ERP5 - http://www.erp5.com
** ERP5 is a full featured ERP including customer relationship management (CRM), production management (MRP), supply chain management (SCM), product design management (PDM), accounting, human resources and e-commerce.
** Complete, Mature, active, Open Source, web based
** Python / Zope code base
** Probably (too) complex

* OpenCRM
** V7 to launch in a couple of days.

PHP:

* CRM42: open source, Tim Holum offers to help with mods
** code: https://github.com/tholum/crm42
** demo: http://www.slimcrm.com/livedemo/login.php

* vTiger : a fork of SugarCRM, (version 5.4, 6 years old, active)
** Hosted (on demand) version 12$/user/month https://www.vtiger.com/crm/crm-features-pricing/pricing/
** Free Open source version (linux + windows): https://www.vtiger.com/crm/open-source/

* http://civicrm.org/ - they offer a [http://en.wikipedia.org/wiki/Software_as_a_service, SAAS].
This http://civicrm.org/node/374 - "some of the big holes in the CiviCRM feature set / ecosystem. An [http://forum.civicrm.org/index.php/topic,3603.0.html extended discussion] about a CiviCRM SAAS that failed.
_Sophie: Seems more targeted to non profit for fundraising_

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	This http://civicrm.org/node/374 - "some of the big holes in the CiviCRM feature set / ecosystem. An [http://forum.civicrm.org/index.php/topic,3603.0.html extended discussion] about a CiviCRM SAAS that failed.		This http://civicrm.org/node/374 - "some of the big holes in the CiviCRM feature set / ecosystem. An [http://forum.civicrm.org/index.php/topic,3603.0.html extended discussion] about a CiviCRM SAAS that failed.
	_Sophie: Seems more targeted to non profit for fundraising_		_Sophie: Seems more targeted to non profit for fundraising_
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CRM for value networks - Revision history

TiberiusB at 07:49, 13 September 2024

imported>TiberiusB: cleaned some spam