CRM Customer Relationship Management

The purpose of this page is to help you understand CRM or Customer Relationship Management.

Introduction
0:03:15 CRM Relationships - major concepts
0:04:30 Underlying database structure
0:07:00 Demonstrate Lead, Activity, Opportunity in iDempiere
- Sales Dashboard - Link to Documentation
- 0:09:45 Lead window - log activities
- 0:13:00 Converting a Lead into a Business Partner and an Opportunity
- 0:15:00 Sales Stage window
- 0:16:30 Creating quotes and orders for an Opportunity
- 0:18:15 Customer window
0:22:00 CRM general statements
0:26:00 CRM tools that exist iDempiere
- 0:26:30 Single source Business Partner
- 0:27:45 Request (support ticket, automated email, time-based nurturing, etc...)
- 0:32:00 Workflow
- 0:33:00 Projects - used for service contracts
- 0:35:30 Dashboards
- 0:36:00 Performance metrics (Fail Codes)
0:42:30 Activity based costing
0:44:15 Comparing iDempiere to Microsoft Dynamics
0:48:30 Using the renewal cost of Dynamics or SAP to pay for the entire iDempiere system
0:50:00 iDempiere documentation
0:54:00 Evolution of Open Source ERP - what the future might look like