crm and ecommerce. yoav kutner
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CRM and Ecommerce. Yoav KutnerTRANSCRIPT
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Leaving Magento… What’s next?
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Jary CarterCEO
Dima SorokaVP of Engineering
Yoav KutnerCTO
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Customers
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Dashboard
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Products
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Key Features
• Fully localizable and translatable
• System Help and Tooltips
• Productivity Tools (Calendar, Notes,
Tasks, Pinbar etc)
• Flexible Workflow Engine (FWE)
• Automated Processes
• REST and SOAP API’s
• Users, Groups, and Role
Management with ACL
• System and User Notifications
• Widgets
• Data Grids
• Report Engine
• Import/Export CSV data
• Flexible Entities with Dynamic
Attributes
• And much much more…
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ACL
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Grids
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Extend Entities
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Workflow
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Workflow
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Reports
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Web API
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Products Built with Oro Platform
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Come join the party and show us what you
can create with Oro
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Tech
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Technology Stack or a Kid in the Candy Store
• PHP >= 5.4.4
– Symfony2, Doctrine, PHPUnit
• MySQL, PostgreSQL
• HTML5 and CSS3
• jQuery
• Backbone (in the process of moving to AngularJS)
• Twitter Bootstrap
• SOAP and RESTfull Web API
• Elastic Search
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Let’s Start Selecting a Framework
• Modularity
• Testability
• Flexibility
• Community
• Adoption
So … Symfony 2
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• Symfony 2.0 was published at the end of July 2011
• During the last 3 years, the community released 2000+ bundles
• 800+ developers contributed to the Symfony core (and 500+ contributed to the documentation)
• 15+ million visits on the symfony.com website in 2012
• Symfony is the most forked PHP project on Github and the most PHP starred project as well
• The Symfony community started other well-known PHP projects like Composer, Twig, Assetic,
Monolog, ...
• The Symfony components are downloaded 1 million times each month
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Projects using Symfony 2
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Twig
A lot of CMS are using Twig as their main
template system (Open-Source and
proprietary ones) ... At one point even
Magento was considering it ;)
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Best Practice: Quality
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Documentation
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Back story
• Why Open Source CRM?
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Market Challenges
No CRM for eCommerceFlexible, Reliable, Open
Business Platform
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Key Features• Contact and Address Book Management
• Accounts Management and Merging
• Lead Management
• Opportunity Management
• Customer Segmentation
• Marketing campaigns management
• Campaign code tracking
• Case management
• Zendesk integration
• Embedded Web Forms
• Multiple Customer Channel Management
• Tracking of user behavior on websites
• Magento Integration (Web Customer)
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Single View of Customer – Across Channels
Magento Purchases
eBay Purchases
In-Store Purchases
Sales Calls
Email Campaigns
Point of Sale
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Shopping Cart Recovery
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Commerce Integrations
Magento
Shopify
ATG
Oxid
Prestashop
Demandware
Microsoft
Amazon
eBay
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Dashboards
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OroCRM Products
• Community Edition
• Enterprise Edition
• SaaS
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Customers
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Partners
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Open Source
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Open Source
• Oro Platfrom – MIT
• OroCRM CE – OSL 3.0
• OroCRM EE – Oro Commercial License
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Contribution
• Testing
• Code
• Documentation
• Translations
• Extensions develpment
• Implementations
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Marketplace
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Releases
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• Contacts
– Integration with Microsoft Outlook and Google contacts
– Syncing contact information with Social data (LinkedIn, G+, etc.)
– Contact and Service preferences
• Accounts
– Redesigned account view
– Lifetime value and other metrics
– Aggregated views on account data
– Support of multiple account types
– Automated merging
• Channels
– Customize and extend business entities in scope of the channel
– Improved channel management UI
– Configure lifetime value on channel and account levels
– Channel-level analytic data
• Marketing
– Segmentation and reporting based on web events data
– RFM configuration per channel
– Email campaigns and integration with MailChimp
– Integration with Google Analytics
– Predictive Marketing Engine
– Customer Satisfaction and Engagement Metrics
– Social Interactions and Data Aggregation
– Lead Scoring
• Multiple organization support
– Entity management on organization level
– Configure currency and locale on organization level
• Platform
– Grid views management and columns configuration
– Expanded and detailed record view for Grids
– LDAP and OAuth
– Enhanced Localization and Territory Management
– Entity forms management
– Inline editing
– Navigation menu management
– Access control on entity field level and records sharing
– User-configurable themes
– Activity stream
– Inline Help and Tips
– Mass Update Action
• Collaboration
– Email signatures and attachments
– Email tracking and auto-reply
– Chat feature
– Parallel access to Record data
– Record Drafts and Recycle Bin
– Record locking
– Integration with Google and MS Exchange calendars
Future Roadmap
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• MS Outlook integration
– Download and install Outlook plugin for OroCRM
– Synchronize contacts
– Synchronize tasks and calendar events
– Check the related OroCRM entities while browsing the email in Outlook
– Assign Outlook emails to OroCRM entities
• Workflows
– Full-force Workflow Management wizard
– Alerts and Notifications system
• Processes
– UI for Process configuration
– Improved Process management UI
• Reports
– Improved Report creation and Customization wizard
• Additional Features
– Groom and merge Data Tools
– Web Profile
– Quotes Management
– Elastic Search Integration for Search and large data management
Future Roadmap
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Communications
• Forum
– http://www.orocrm.com/forums
• GitHub
– https://github.com/orocrm
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t: @YoavKutnere: [email protected]