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CRM ?

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(@jfoc)
Posts: 22
Active Member
Topic starter
 
[#850]

Would be great addition if we can have simple CRM in Project'Or RIA ?
what do you think guys ?


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Posted : 06 Dec 2012 18H26
(@babynus)
Posts: 14952
Member Admin
 

What would be functions for a CRM ?
(I am not a CRM expert)


 
Posted : 06 Dec 2012 18H52
(@jfoc)
Posts: 22
Active Member
Topic starter
 

in details about CRM:
http://en.wikipedia.org/wiki/Customer_relationship_management

vtiger.de is one of good example


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Posted : 06 Dec 2012 18H55
(@babynus)
Posts: 14952
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My question is :
Amongst all the function of a CRM, wich would you expect as a "simple CRM in Project'Or RIA" ?


 
Posted : 07 Dec 2012 0H11
Evgueni Kolossov
(@ekolossov)
Posts: 566
Contributor
 

Nobody looking for 'simple' CRM. Everybody looking for a customized CRM solution. So, this is not something Project'Or can do easy. What we need is the mechanism for integration with CRM. Some of this already done with automated import and it works great. So, data from CRM can be imported. It will be good to have an export as well - like to create csv file on the status change, for example. Currently we are implementing that ourselves using triggers on the table. If we can have generic way to do it - it will be great.
Regards,
Evgueni


 
Posted : 07 Dec 2012 11H21
(@jfoc)
Posts: 22
Active Member
Topic starter
 

Nobody looking for 'simple' CRM. Everybody looking for a customized CRM solution. So, this is not something Project'Or can do easy. What we need is the mechanism for integration with CRM. Some of this already done with automated import and it works great. So, data from CRM can be imported. It will be good to have an export as well - like to create csv file on the status change, for example. Currently we are implementing that ourselves using triggers on the table. If we can have generic way to do it - it will be great.
Regards,
Evgueni

Yes must be this is the right things should be done rather than to create CRM inside Project'OR RIA it self


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Posted : 07 Dec 2012 11H46
Klaus
(@climb4fun)
Posts: 449
Contributor
 

Hi all,

CRM is a wide field with a lot of functionality which might overload Projectorria. If really needed, I would prefer a generic interface in the manner as ekolossov mentioned.

From my pov Projectorria's strenght is simplicity and lean structure with powerful project management functionality. I would prefere to keep focused on the project management.

Klaus


 
Posted : 07 Jan 2013 19H07
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