Difference between revisions of "Integrated CRM pilot"
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<noinclude><big>[[OurWork]] < [[DevelopmentTeam]] < [[DevelopmentTeamPriorities|Priorities]] < </noinclude>[[Integrated CRM pilot]] {{JustTinyEditIcon|Integrated CRM pilot}}<noinclude></big> | <noinclude><big>[[OurWork]] < [[DevelopmentTeam]] < [[DevelopmentTeamPriorities|Priorities]] < </noinclude>[[Integrated CRM pilot]] {{JustTinyEditIcon|Integrated CRM pilot}}<noinclude></big> | ||
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== What (summary) == | == What (summary) == | ||
| − | This task is to install SugarCRM, program feeds from AboutUs.org, develop workflows our current workload, and, commit to SugarCRM as our corporate CRM solution. | + | This task is to install [[SugarCRM.com|SugarCRM]], program feeds from AboutUs.org, develop workflows our current workload, and, commit to [[SugarCRM.com|SugarCRM]] as our corporate CRM solution. |
== Why this is important == | == Why this is important == | ||
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== [[DoneDone]] == | == [[DoneDone]] == | ||
| − | This project will be done when we can effectively use SugarCRM for at least two pilot business processes. This includes: | + | This project will be done when we can effectively use [[SugarCRM.com|SugarCRM]] for at least two pilot business processes. This includes: |
| − | * Have SugarCRM installed, available and backed up on Nimbus using the same permissions as our admin wiki. | + | * Have [[SugarCRM.com|SugarCRM]] installed, available and backed up on Nimbus using the same permissions as our admin wiki. |
* Have have historical data copied and online feeds connected for the pilot processes. | * Have have historical data copied and online feeds connected for the pilot processes. | ||
* Show that customer data is not lost should there be an outage of the CRM system. | * Show that customer data is not lost should there be an outage of the CRM system. | ||
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== Steps to get to [[DoneDone]] == | == Steps to get to [[DoneDone]] == | ||
| − | * Install SugarCRM on Nimbus, with db tables in mysql as in independent database -- Ethan | + | * Install [[SugarCRM.com|SugarCRM]] on Nimbus, with db tables in mysql as in independent database -- Ethan |
* Copy and then feed GrowYourBusiness orders using rails scripts and online updates. | * Copy and then feed GrowYourBusiness orders using rails scripts and online updates. | ||
** Create new prospects and customers as appropriate | ** Create new prospects and customers as appropriate | ||
Revision as of 01:34, 7 February 2008
What (summary)
This task is to install SugarCRM, program feeds from AboutUs.org, develop workflows our current workload, and, commit to SugarCRM as our corporate CRM solution.
Why this is important
A configurable CRM system enables Content, Community and Operations groups to adapt, scale and innovate in business processes without being dependent on programming changes from our development group who is more appropriately focused on our customer facing technology.
We expect the CRM system to hold private information related to AboutUs as a business, not public information AboutUs as a community. When we capture private, customer information on our public site, this information will be fed to the CRM system and the corresponding business processes.
DoneDone
This project will be done when we can effectively use SugarCRM for at least two pilot business processes. This includes:
- Have SugarCRM installed, available and backed up on Nimbus using the same permissions as our admin wiki.
- Have have historical data copied and online feeds connected for the pilot processes.
- Show that customer data is not lost should there be an outage of the CRM system.
- Configure SugarCRM such that employees can be trained, will understand and will prefer to use the CRM over our existing solutions.
Steps to get to DoneDone
- Install SugarCRM on Nimbus, with db tables in mysql as in independent database -- Ethan
- Copy and then feed GrowYourBusiness orders using rails scripts and online updates.
- Create new prospects and customers as appropriate
- Create and track work on orders, including reminders and completion.
- Copy and then feed AdvertiseHere orders using rails scripts and online updates.
- Detect same customer for both processes, consolidate customers when they turn out to be the same
