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From Pierre Smits <pierre.sm...@gmail.com>
Subject Re: OFBIZ: the road ahead RE Customer Relation Management
Date Fri, 28 Jan 2011 12:00:00 GMT
Some more


   - Being able to associate Accounts to Market segments and/or sectors.
   - Have an overview of all bill-to customers related to an account


2011/1/28 Pierre Smits <pierre.smits@gmail.com>

> Regarding CRM I thing about following improvements
>
>
>    - Being able to classify an account party as prospect or customer
>    - Being able to associate an account party with a team (account team
>    for large account with many sub accounts)
>    - Being able to associate accounts to other accounts (main account and
>    sub accounts)
>    - From the account page show information about associated
>    agreements/contracts, orders, projects, issues, etc
>    - Integrate financial aspects of requests in opportunities
>    - On the summary page of the account show an overview of what is in the
>    pipeline (diagram?)
>    - Integrate more with social network apps - so that Marketing and
>    Account Managers have insight in what the accounts (and associated persons)
>    do in social networks
>
>
>
> 2011/1/28 Pierre Smits <pierre.smits@gmail.com>
>
> In my last message I said:
>>
>>
>> *Please join us in this discussion about the Accounting application.*
>>
>>
>> Of course, in the light of this topic, this should have been:
>>
>> *Please join us in this discussion about the CRM application(s).*
>>
>> My apologies for any inconveniences caused.
>>
>>
>> Regards,
>>
>> Pierre
>>
>>
>> 2011/1/27 Pierre Smits <pierre.smits@gmail.com>
>>
>> Hi all,
>>>
>>> With the release of 10.04 we come to a point in time where we can think
>>> about the future of the applications involved in Customer Releation
>>> Management. The applications involved here are:
>>>
>>>    - Marketing
>>>    - SFA
>>>
>>>
>>> In order to draw up a plan for future releases we would like have your
>>> input.
>>>
>>> What do you feel is important? What should be in, what should be removed,
>>> what can be improved?
>>>
>>> Please join us in this discussion about the Accounting application.
>>>
>>> Regards,
>>>
>>> Pierre
>>>
>>
>>
>

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