[ERPNext-Roadmap/Open Discussion] Lets Do Improvement on CRM Module

[tara_antonius]

I agree as Email is an important factor as part of CRM and i have seen a lot of request to improve/extend ERPNext Email.
as i have seen in some of this post:
additional link for email communication request are:

Development of ERPNext CRM which is Comparable to ZOHO or Salesforce CRM by ERPNext Foundation

Hi, We are under consideration for SHIFTING our CRM, all oppurtunities, leads etc to ZOHO CRM since the functionalities of the same are much better vis-a-vis ERPNext for CRM. Examples: Emails are not populated under the LEAD or Customer for Quotations. Emails, comments or communications are not collapsible in timeline Email INBOX is possible in ERPNext but must say its next to Junk, we cannot have a threaded view as in ZOHO. Reminders of ZOHO are way better than ERPNext. Dashboards in ZOHO a…

Follow Up communication CRM

How CRM handle the follow up communication Between sales person and customer

So as i am making a feature list for email extension and improvement what i can compile are:

1. post inline in the strings so that reply are linked
2. Save a long draft for email
3. Delete and Trash email.
4. Linked document to contact and other document that email is linked to single or multiple doctype.
5. Email communication tree for a contact (supplier/customer)
6. Make task, appointment, quotation, sales order and other from email.
7. Set reminder for email or task if hasn’t fulfilled.
8. Calendar Integrations
9. …
10. …
11. …

So this is some of the feature list for email development.
Lets make the feature list and we can start breaking down into several stages of development and
then we can choose to prioritize which feature that we can develop first.

Like that we will have a good working plan to propose a public beta for this.
I personally also interested in contributing to this work also.

[rmehta]

Lets do a sprint / beta on this in Dec ‘17

[almeidapaulopt]

@tara_antonius

Linked document to contact and other document that email is linked to single or multiple doctype.
Email communication tree for a contact (supplier/customer)

I think the actual implementation about Party (supplier, customer diferent doctypes) limit a good CRM implementation.
There were already talks about this (ex: Companies contact besides customer/supplier - #4 by rmehta ) and github issues.
To have a better implementation of a CRM there should be an Party Doctype and if there is a wave of development for CRM this is a good thing to the roadmap.

[tara_antonius]

@tara_antonius

post inline in the strings so that reply are linked
Save a long draft for email
Delete and Trash email.
Linked document to contact and other document that email is linked to single or multiple doctype.
Email communication tree for a contact (supplier/customer)
Make task, appointment, quotation, sales order and other from email.
Set reminder for email or task if hasn’t fulfilled.
Calendar Integrations
…
…
…

Hey,
Thanks for your suggestion,

I aslo think that party doctype is a good addition to ERPNext. But I think we have to consult with the community for this as
this will make substantial change in the code for ERPNext (as sales person, selling agent, banks, employee, franchisee, are all party) we are looking for a broad change in the core.

I think we can keep this open and lets see how this itch will develop…

[almeidapaulopt]

I know, this is not developing a new feature is enhance the existing one, but IMO that’s should be the job of the Foundation.
Yes it is a big change, but also a very important and I fear that no one will start this alone.

[tara_antonius]

Hi All,

As we goes deeper into the plan of extending and improving the capabilities of the ERPNext CRM and as well to respond to @rmehta call for the Module Community. [Organization] Module Leaders + Public Beta / Sprints

We are making a call here for your idea/contribution for extending the CRM module of ERPNext.

For now we have @kolate_sambhaji, @Julian_Robbins and me that has volunteered to make an improvement of this module.

Anybody interested in contributing are greatly welcome as your participation/idea/input/time/expertise are greatly needed and are welcome.

Lets do a draft for the first project of the “email improvement” and set a working schedule so that this planning can go into reality.

For now the temporary list are:

post inline in the strings so that reply are linked
Save a long draft for email
Delete and Trash email.
Linked document to contact and other document that email is linked to single or multiple doctype.
Email communication tree for a contact (supplier/customer)
Make task, appointment, quotation, sales order and other from email.
Set reminder for email or task if hasn’t fulfilled.
Calendar Integrations
SMS auto alert - new input from @kolate_sambhaji 
Please add your idea here...

…
…
…

Thanks and best regards
Anton

[Julian_Robbins]

Hello Anton

One other useful feature that could be added.

• Means to move from email to next or previous email to avoid extra clicks.

I’m sure there’s more but this one is email navigation is really important
and would enhance the usability a lot

• A minor one … The Email Inbox is situated under the Menu of ‘Setup’
  which is incorrect and hopefully not difficult to fix

Look forward to getting involved further

Julian

[tara_antonius]

Thanks Julian,

I have input your ideas into the list bucket:

1. post inline in the strings so that reply are linked
2. Save a long draft for email
3. Delete and Trash email.
4. Linked document to contact and other document that email is linked to single or multiple doctype.
5. Email communication tree for a contact (supplier/customer)
6. Make task, appointment, quotation, sales order and other from email.
7. Set reminder for email or task if hasn’t fulfilled.
8. Calendar Integrations
9. SMS auto alert - new input from @kolate_sambhaji
10. Add button for next/previous in the email doctype for faster browsing
11. Change email inbox location
12. …

Hey,I think next/previous doctype button are quite generic and can be implemented in the other area of the module lets say “sales order”, “purchase order”, etc for easy browsing. I like that too…
Just my one cent comment…

Regards

Anton

[LifeP]

How about, automatic visit/appointment logging using this -

Geolocation field

How field works? The field stores geojson featurecollection (RFC 7946: The GeoJSON Format) converted to string Loads the stored featurecollection into Leaflet map. circle and circlemarker are not part of GeoJson (it is managed by additional properties) Getting Marker instead of Circle, when reusing geoJson I got from Layer.toGeoJson . · Issue #2241 · Leaflet/Leaflet · GitHub toGeoJSON for points should include the type of the Leaflet object. · Issue #2888 · Leaflet/Leaflet · GitHub example fe…

[tara_antonius]

@LifeP: I think geolocation is also a great idea, we can integrate that into many aspects of ERPNext such as tracking, appointment, delivery, and other aspect. I will put that into the list for requirements for the CRM building.

Thanks
Anton

[tara_antonius]

Hi Everyone,

Following our updates on the CRM improvement roadmap planning, I am glad that today we as foundation had formed a working committee of volunteers who share the same passion to improve ERPNext CRM module. So that we can start working in improving the CRM and having an improvement plan to be implemented in ERPNext core.

I myself feels greatly humbled and honoured to be a part of that and also excited and yes … grateful that i can learn with all of you together to improve ERPNext.

So as for now what I would start by saying “Thank You” for all of us who volunteered and contribute and also “Good Luck” for us all who is going to contribute and improve the CRM Module. All of your input will be valuable for us to develop and extend CRM of ERPNext.

With Regards & Respect
Anton
@umair, @Julian_Robbins, @olamide_shodunke, @jayfiro, @LifeP, @Bas_de_Reus, @almeidapaulopt

[Moreno_Bresciani]

Hi,
I’m new in this community and I started using Erpnext for trial. I am a marketing consultant specialized in marketing automation. I saw you want implement new features into CRM, and also automation. There is only one open source marketing automation platform and is called Mautic, I was thinking that some developer can use Mautic code to create a starting point for automation workflows, scoring, website tracking, html email editor, ecc. and in the future add some different features that Mautic hasn’t (I think that for new features, Activecampaign can be a source of inspiration).
PS: It’s only a suggestion and I don’t know if the different licences allow these kind of uses.

[Moreno_Bresciani]

@tara_antonius do you think it could be done?

[tara_antonius]

@Moreno_Bresciani

I am a marketing consultant specialized in marketing automation. I saw you want implement new features into CRM, and also automation. There is only one open source marketing automation platform and is called Mautic, I was thinking that some developer can use Mautic code to create a starting point for automation workflows, scoring, website tracking, html email editor, ecc. and in the future add some different features that Mautic hasn’t (I think that for new features, Activecampaign can be a source of inspiration).

PS: It’s only a suggestion and I don’t know if the different licences allow these kind of uses.

hi thanks for your suggestion, i will check on the requirement and inform you asap

regards,
anton

[woakes070048]

I know that we are going to start to work on an intergration into Mautic as soon as we can start it.

[kolate_sambhaji]

@Moreno_Bresciani

I was thinking that some developer can use Mautic code to create a starting point for automation workflows, scoring, website tracking, html email editor, ecc. and in the future add some different features that Mautic hasn’t (I think that for new features, Activecampaign can be a source of inspiration).

Foundation recently formed marketing group for ERPNext Marketing activity.
Do you want to take lead in Marketing Group?

[Discussion] Marketing ERPNext to drive major growth

ERPNext conference 2017 in Mumbai saw interesting debate about growing the product adoption. Should we spend more time and resources on product improvement or on marketing? Well, both are important! So today during the foundation weekly call I volunteered to lead a new marketing blitz at the global level to generate awareness about ERPNext and to drive a lot more adoption. How much more growth we should target? Which markets to focus on? What channels and tactics to use? How much resources do w…

[Moreno_Bresciani]

Hi @kolate_sambhaji
wow it’s very interesting. Yes, add me to the Marketing Group.
Thanks

[clarkej]

@imllc this post [ERPNext-Roadmap/Open Discussion] Lets Do Improvement on CRM Module - #11 by tara_antonius re an email improvement initiative may interest you

[Sami_Tayara]

Hi Moreno. Welcome to the marketing group. At this early stage we are still building a team of specialists that we can mobilize to start planning and driving actions. Hopefully the team will include some complementary and synergistic skills and cover multiple global regions. A long list of suggested actions has been listed by Rushabh and others so we have a lot on our plate.

[Moreno_Bresciani]

Hi @Sami_Tayara
where can I find what the team suggested?
I’d like to take part of the discussion.
Thanks