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CRM - Customer Rel Mgmt

hive_module_crm

(Please click on the hexagons for more information)


The CRM (Customer Relationship Management) module of ]po[ allows users to capture and integrate all customer related activities within in the company throughout the customer life cycle.

Up to Version 3.4 CRM is managed the following way:

a) For each lead create a new company record
b) Create for each of the prospects a user record and assign them to the company (Company's contacts)
c) Set 'Primary Contact' of company accordingly
d) Create a new project for that customer and give it the status 'Potential'
e) Using the projects 'Forum' component you create a 'Note' for each activity undertaken.
f) Get a list of all current leads by filtering the project list (/intranet/projects/) based on project status

Some clients use ]po[ DynFields to add additional project attributes only for projects of type 'potential' to grade and prioritize leads.

V4.0 of ]po[ (see roadmap) will contain additional CRM features such as the possibility to create and store sub sets of customer data to conveniently export them to 3rd party tools or to perform bulk mail actions. Even though features are not yet 'productorized', developers can find already code in the code repository. The module requires the installation of additional components that are not yet part of the standard distribution of ]po[ and also the most recent version of the underlying framework. If  you plan to make use of these features before the official 4.0 release please contact us.

 

Preview this LIVE on our public demo-server  

References

Related Object Types

Related Packages

 

Related Software

  • Microsoft Outlook and ACT!  The module allows for the importation of    

customer contacts previously held in other programs to become merged

into project-open, avoiding duplicate work.  


                               

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References to this Page: en:project_open_glossary, en:module_itsm, en:package_intranet_mail_import, en:version_4_0_3_3_0, en:category_intranet_annual_revenue, en:project_open_roadmap, en:version_4_0_3_2_0, en:process_ckm_collaboration, en:package_intranet_contacts, en:version_4_0_3_4_0, en:package_intranet_simple_survey, en:list_modules Categories: Modules (Contents)