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Re: RoadMap Question



Well I think the point in integrating the two was so you can share
information instead of having to enter it multiple time.  For example
having to type a customers information once in LegerSMB and then again
in whatever you use as a CRM not only introduces more chances of typos
but also isn't very efficient because you need to remember to change
any customer information (contacts, phone numbers, email addresses,
etc.) in each application individually.  Also, imaging being able to
look up a contacts details in your CRM and have their entire purchase
history and possibly special prices just a few clicks away.

Just my thoughts.

Richard


On Jan 27, 2008 12:28 PM, Stroller <..hidden..> wrote:
>
> On 27 Jan 2008, at 18:32, Joshua D. Drake wrote:
> > Chris Travers wrote:
> >
> >> Hmmmm......  I guess I would scale back that promise a little :-)
> >>
> >> Most of the time when people speak of CRM they mean:
> >>
> >> 1)  Contact management plus categorization
> >> 2)  Comment tracking
> >> 3)  Task tracking (i.e. sales opportunities, etc)
> >> 4)  Appointment Tracking
> >>
> >> 1.3 will do the first two quite well.  It will not do everything that
> >> people want from a "complete" CRM without some additional
> >> extensions to
> >> the database.  I am sure these will come in the form of add-ons later
> >> (any volunteers?) but they are not there now and there are no current
> >> pkans to add scheduling and task tracking to the financial core of
> >> the
> >> application.
> >
> > Well I can easily add the data structure for three and four.
>
> The question is whether this is desirable.
> Does LedgerSMB wish to compete with fully-functional CRMs?
>
> Personally, all I would like is that LedgerSMB be able to get contact
> details from an LDAP database, or export its users using an LDAP
> interface.
>
> For task & appointment tracking I use iCal on my notebook / desktop
> machines, and am likely to look at Apple's iCal server - which is
> free & open-source - in the near future. Unless you're planning an
> "Exchange killer" then I find appointment tracking to be an
> undesirable feature in Ledger SMB.
>
> Stroller.
>
>
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