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Sales CRM!
Customer Relationship Management!
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sponsored by
BANGLADESH
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ADAXA, SYSNOVA
Sales CRM
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SALES CRM NOW WITH SEXY CHART-MAKER!!
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Manage your sales team and
business in Calendar view.
Make Fast Powerful Charts on
the same page with Sexy Chart
Maker - formulas provided in
this illustrated tutorial
Generate Leads and Sale
Orders on the fly.
Super-fast plug and play
modules.
Well documented examples
Fully compatible, with no
impact to core of the best
amazing free ERP iDempiere.
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ADAXA, SYSNOVA
Sales CRM
SalesCRM and ChartMaker plugins are built on top of a MAJOR Contribution by Steven
Sackett and Paul Bowden of Adaxa, Melbourne Australia that made it into the core of
iDempiere. The plugins presented here are independently developed and work perfectly
without any screeches. Plug in and out with ease of mind thanks to OSGi framework
adopted by iDempiere.!
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Links!
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1.
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2. Resources - http://sourceforge.net/projects/red1/files/SalesCRM/!
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a. AdaxaSalesManagement.pdf!
b. AdaxaDashBoardGuide.pdf !
Plugin I!
4. !
Plugin II !
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Chart-Maker - http://sourceforge.net/projects/red1/files/ChartMaker/
ADAXA, SYSNOVA
Sales CRM
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Table of Contents!
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Features List!
Adaxa!
6!
New!
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Try It Now!
Step By Step!
7!
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9!
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10!
11!
12!
13!
Managing Leads!
14!
14!
Sales Stages!
15!
Business Intelligence!
16!
16!
StackedBarChart!
17!
18!
19!
Meeting Activity !
20!
21!
25!
26!
Email Handling!
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6!
27!
27!
28!
31!
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Sales CRM
Features List!
Adaxa!
1. Dashboard !
1.1. Charts Setup!
1.1.1. My Sales Pipeline!
1.1.2. My Opportunities By Campaign!
1.1.3. Sales YTD!
1.1.4. My Open Requests!
1.2. Leads View!
1.3. Opportunities View !
1.4. Activities View!
2. Leads Conversion to Opportunities Process!
3. Documentation on how the charts are setup and how the sales functionality
works.!
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New!
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Sales CRM
Try It Now!
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Step By Step!
1. Take from Links, the downloaded plugin (2.c) and save in any location inside your
computer.!
2. Launch your iDempiere-server and access your Felix console (click on the gear icon
of the first browser display). Login credentials should be SuperUser/System.!
3. Click on the Install/Update button and Choose File for your plugin.!
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Sales CRM
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Sales CRM
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Sales CRM
This value AD_User_ID was set by the plugin into the R_Request record.!
The Activity tab was put there by Adaxa. What I done is only to add the Requests tab so there is
no need of changing present models and thus no impact to any core model or design. !
So from here onwards, usually the sales process involves activities such as meetings, emails,
and research work. In between, the Lead maybe converted into an Opportunity which is shown
in another window. From there on, it goes through a Sales Funnel process. More on that later.
For now lets say you are a super sales man like Donald Trump and go for the close.!
The next step which I have added as a new feature will do that. One reason I am bringing this
forward is also to differentiate what is done onto the great underlying Adaxa work here.!
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Sales CRM
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Sales CRM
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Note the Product, Qty and Price information is as you entered during the Request ticket.
Remember that you could do away with Qty and Price if it is meant only for 1 at group price list.
And remember also that you can generate such a Sales Order on the fly for previous customers.
On top of saving time, you get a calendar ticket to track your order. This is useful visual cue for
your down the line operations, such as inventory picking and delivery task. I am going to add
another feature which is an Invoice paid status will close this ticket! In that way you can easily
keep track of your open books. !
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Sales CRM
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Sales CRM
Managing Leads!
Convert Lead to Opportunity!
Leads are just leads. They are not qualified yet. They need to go through a process of meetings,
presentations, pitches and solicitation of a response. Once there is a probable interest that
moves them from zero probability towards a buy decision, they can be converted to an
Opportunity. Then only will they show up in the Dashboard or the radar screen of the Sales Rep.
This originally as done by Adaxa which is really great as it is, still to me is a bit of a weakness
because what happens to all the other leads? That is why the use of the Calendar that manages
requests and SalesLeads tickets is a good idea to keep them in another radar screen. The Sales
Rep can have a nice view by flipping the Calendar, or make their own report of open lead tickets
via the Request window. I have also made that when the Lead is converted to an Opportunity,
the attached Request ticket is then formally closed. Sales reps are busy people whose business
is not to learn a software but to sell, sell, sell. They need this sales tool to be fast, efficient and all
in at a glance.!
To convert a lead into an opportunity, you can do it from the Lead window. At the process icon on
the top menu bar, click on it, to see a Convert Lead as shown on the screen below.!
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Sales CRM
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Sales Stages!
According to AdaxaSalesManagement.pdf on the last page 13:!
I recreated the same details as above into the System client Sales Stage window so that all
clients can use them. I further endorsed it with descriptions:!
Each stage has respective probability which will affect the Expected Amount as can be seen on
the next screen showing the Dashboard. In the above screen, you can see the sub-tab showing
the Opportunities for each Stage. The one we just created is shown above under Active
Discussion. The Lead windows Lead Status will also be updated to Converted.!
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ADAXA, SYSNOVA
Sales CRM
Business Intelligence!
Sales Rep Dashboard!
After generating a few Leads and converting them we can see the following when we pull up the
Sales Rep Dashboard from the Sales Management menu. The Sales PipeLine chart gets data.!
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Sales CRM
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StackedBarChart!
Noticed that the MySalesPipeLine is not as it is shown by Adaxas
image? You can check under SystemAdmin at the Chart window for
MySalesPipeLine. Zoom in into the ChartType:!
Indeed the Chart chosen is StackedBarChart instead of the normal
BarChart. What is showing in our example is BarChart. !
I checked the source code and it is in org/adempiere/apps/
ChartBuilder.java, line 510:!
Note the highlighted BarRenderer. After some online checking for the right code I found one
interface which I then apply:!
When refreshed, the MySalesPipeline chart turns out as shown on the right as compared to the
old one on the left. I have submitted this simple fix as a patch at IDEMPIERE-3069.!
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Sales CRM
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These two powerful charts as done by Paul Bowden, with specifications defined under the
subject matter expertise of the brilliant accounting mind of Steven Sackett is absolutely high
value to many serious businesses. They can be contacted at ADAXA of Melbourne, Australia for
ERP project consulting at www.adaxa.com. !
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Sales CRM
You can see in the original Adaxa wiki writeup - http://wiki.idempiere.org/en/NF2.0_CRM, they
have another chart My Opportunities by source and campaign. This should not be hard to do.
Just follow the DataSource definition in My Sales Pipeline and incorporate into this new chart.
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Sales CRM
Meeting Activity !
One of the fun part for the CRM is to manage activities. Under the Lead window there is an
Activities sub-tab where you can begin to assign your actions onto the Lead or User, such as
organising a Meeting. !
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So in this case, we are
setting a meeting and we
have to give an End Date
besides the Start Date so
that a request ticket will
appear on the dashboard
calendar at this same
times. The result of the
save of this window is as
shown on the right here.!
Note the colour coding and
the Summary details has
taken from the Description
earlier and crafted a
readable message.!
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Sales CRM
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Sales CRM
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Sales CRM
Below is the generated Chart Datasource. Note how much tedious work is magically taken away. !
Just manipulate the last two fields, ValueBreak and Sql WHERE in the Sexy Chart Maker and
produce any 3D StackedBar Chart you or your sales team can dream of.!
Remember the earlier chart that uses !
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ValueBreak = LineNetAmt>M_Product.M_Product_ID ? !
ValueBreak = LineNetAmt>C_Order.M_Product.M_Product_ID !
See it in the screen-shot below. Now the ValueBreak has an additional table in it, C_Order. The
Chart Datasource Sql FROM will be injected with a JOIN for it with a subsequent alias, b for the
Sql WHERE to refer to.!
This is my simple but
working and proven
example that I have made
to show the power of the
Sexy Chart Maker. The
way I wrote the code, it will
allow any elaborate Sql
WHERE clause as long as
you put the reference
tables in the ValueBreak.
You can always examine
the Chart Datasource table
to see the generated
results in order to
understand it more deeply.
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ADAXA, SYSNOVA
Sales CRM
Now we have to solve one more matter to make the Chart a real marvel. When you mouse-over
any bar you will see a pop up reference displayed. !
When you double-click on it, it shall drill
into its underlying data source. As long
as the table has an associated parent
Window to it. But for C_OrderLine there
is none as its parent window is Sales
Orders (C_Order). It will hit a blank
Sales Order window with error. Solving
this is very simple. Just create a new
Window singularly and exclusively for
C_OrderLine. Define for it, a single tab
with a Tab-Table set for C_OrderLine.
Then go to Table and Column for
C_OrderLine, set its Window to point to this new window Order Line. !
Now Login back to Client and click over any bar will give exact set of C_Orderlines with matching
LineNetAmt, 27.00 + 13.50 = 40.5.!
Since I have made this Chart Maker as a separate plugin, it can thus be used on its own and for
any definition of data model. Again, I will love to hear from you and better if you can contribute
your charting effort based on this Chart Maker.!
One last thing, you need not remember any of the previous values you put in as you began
toggling to different charts. Recall the Saved Parameters at the bottom of the any process
window! You can even save them as a labelled set to reuse in future.!
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Sales CRM
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Sales CRM
This is displayed in the Sales Rep Dashboard side by side with the Sales Pipeline which is the
same data sorted by month. Below is the formula in the Chart Maker process dialog. Notice how
simple it is. b.Name refers to 2nd table, C_Campaign. And remember you can rename each
stored parameter set for easy toggling between charts in the same Chart name. Remember your
Chart name can be changed in the SystemAdmin window table column reference.
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Sales CRM
Email Handling!
Imagine your business needing to send out emails to sales leads daily or receiving countless
emails from inquiries who read your advertisement. You may also be sending out through the
Mail Campaign window and such subscribers want to respond to some offer. Imagine checking
into your ERP dashboard and see all those emails contents arranged nicely under each Lead?!
Now I have put in some more magic plugin code so that your server can check those incoming
emails, record them as CRM Request Tickets, and consolidate them under same email requests,
and show up in the respective Lead window under respective User accounts. !
Originally I thought it would require a change within the core - http://idempiere.atlassian.net/
browse/IDEMPIERE-3109. However, since i have often preached that core should best be left
alone to ensure negligent extra maintenance by any implementor or users. What more, it may
break some compatibility in others. Finally I figured it out and the final solution to it was less work
than I thought.!
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Sales CRM
Developer note: You have to put in your SuperUser User window its email address in order for
the Request Email Processor to set the user id in the Request window. In my case it is
amazingerp()gmail()com!
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Sales CRM
You can use your mailbox to continue corresponding with your target recipients and each email
whether to or from will be filtered into your Inbox Folder and when run in this processor, will get
them associated. Shown on next page is the new Request under the Lead window. In this way,
you will have a singular window reference. Imagine each morning just going to the dashboard
calendar and clicking on your new lead set before will lead you to this Lead window and you can
check if your company server got any email from them. The Last Result field will tell you whats
the latest on your last email thread. If there is new email, it will be a new Request added to the
tab under the Lead window. !
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If you go to the Request (normal window) you will see under the Update tab all further
correspondence to and from your company server with that lead or customer.!
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Sales CRM
In the above case there are 4 updates or 4 emails sent to and received from in total. The normal
Request window will also show that its RequestType is set to Email, so that it can be
differentiated for any further specific routing or process you want to do to it.!
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By executing a new or any action on this Request will then send out an email from your company
to that lead or customer. That will end up in a new Request. If you intend them not to be new
requests but just updates under the original request as shown in the last screen-shot, then just
use your company email to correspond as replies to each other.!
Such options should be good enough for most CRM to mail integration. With its open source
code which i made well written, documented and uploaded in public domain, any developer or
implementor should be able to extend its power even more, and share for a greater wholesome
software.!
If you intend to see all updates under the Lead/Request window, then in System Admin, just add
the RequestUpdate tab to it, linked to its parent Request ID. For many users, this improvement
and email integration feature already gives a tremendous boost to what iDempiere can do.!
Developer note: You have to run the RequestEmailProcessor after each round of receiving
replies from responders as their emails maybe replies and they will be updated into same
Request as appended update (this is legacy behaviour from RequestEmailProcessor and not
due to my plugin). Running them often is advisable. At least before commencing next round of
your own replying. If you fail to do so any more rounds of replies will not be consolidated to same
Request but a new Request will be created. However my plugin ensure they are of same Lead.!
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Sales CRM
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After those have been done, when you restart your application server, you can get to the Server
Monitor by clicking on the right-most icon in the root menu:!
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Sales CRM
It will open up the Server Monitor below. Note the Client Request Processor running status
among the list of processors.!
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Developer note: In fact this Request Processor does the work of creating new RequestUpdates
to the same Request. Thus if this is turned on, you need not use the Sales CRM plugin. But with
the plugin, it will ensure that the Requests are set to the right User and RequestType. So do not
worry whether the plugin is creating things twice because the plugin code does check for
duplicates and not create the same Update again. Smart of me eh?!
Developer note: However with the processor on, it will still automatically send out emails
notifications to recepients. So if this is the case, you have to create a filter in your request folder
of your inbox to ignore mail coming from your own server. Or manually delete all such update
emails.!
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