Here is a small screencast that shows the improved CRM features of Open ERP 5.0. The CRM module comes with a configuration wizards that allows you to pre-configure the system automatically, asking you some questions so that it fits perfectly your needs.
As an example, the above screencast shows the use of the leads and opportunities. It start by showing a lead definition and creating a partner from this lead. From this partner, we schedule a meeting in the calendar.
After this, we come back to leads and generate an opportunity based on a lead. The wizard helps you to convert the lead and assign sales informations like the expected revenues. Then, we use the process management system to describe the flow of the selected opportunity.
After this, I connect through FTP to the document management system of Open ERP. The DMS has been connected to partners, so that I can browse partners by categories from the FTP access. You can browse any document of your system using this FTP connection. That's very useful to provide limited accesses to your customers to some documents of the system. It's automatically configured if you install the portal modules.
I finished by showing our new calendar synchronisation system that can be integrated with your mobile phone, outlook or any calendar system. In this example, I connected my meetings with Sunbird, the calendar of the Mozilla project.
You can also check the full size version of the screencast.
Please note that the 5.0.0-alpha version has been published today. You can download it from here: http://openerp.com/downloads.html.
0 comments:
Post a Comment