Difference between revisions of "Tour of CRM2"

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=== Working Together ===
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opentaps CRM2 is a super-lightweight set of widgets that give you core CRM capabilities, including notes, discussions, activities, and email integration for any application.  You can attach them to an existing application or to a new application you're building and instantly allow your users to work together, no matter what your application does.  These screenshots show CRM2 being used for order management, but you could also use the same widgets for accounts and receivables collection, customer service cases, leads and prospects, manufacturing work orders, or blog or document authoring.  For anything where people work together, CRM2 can help them work better.
  
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Work means working together.  Emails, notes, communications between your team and your customers go back and forth endlessly each day.  CRM2 captures all those communications, whether they're notes, discussions between your team members, or emails between your team and your customers.  They're stored as activities and become available to everybody on your team, so they could work together more effectively.
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=== The Tour ===
  
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=== On Whatever You Work On ===
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Imagine someone on your team gets an email from your customer:
  
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Whatever you do, CRM2 helps you work more effectively. CRM2 provides a set of widgets that plugs into whatever system you may already have, so you can have notes, discussions, emails, and activities centered around whatever you work on.  You can attach them to an the orders of an order management system, accounts and invoices in a receivables collection system, work orders in a manufacturing system, prospects or leads in a salesforce automation system, or even blog posts, art work, or documents your team is authoring together. 
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[[Image:Crm2-100-email-from-customer.png]]
  
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=== The Tour ===
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The email is automatically tagged to the order that the customer is writing about.  You can then start a discussion with other people at your company.  To include someone in the discussion, use @name of the user, just like you would on twitter:
  
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[[Image:Crm2-100-email-from-customer.png]]
 
 
[[Image:Crm2-200-internal-discussion-lookup-name.png]]
 
[[Image:Crm2-200-internal-discussion-lookup-name.png]]
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The discussion is then sent to everybody by email:
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[[Image:Crm2-400-discussions-sent-by-email.png]]
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You can respond either by visiting the page for the order:
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[[Image:Crm2-300-respond-to-dicussion-on-screen.png]]
 
[[Image:Crm2-300-respond-to-dicussion-on-screen.png]]
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[[Image:Crm2-400-discussions-sent-by-email.png]]
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Or you can just respond to the email:
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[[Image:Crm2-500-discussion-as-email.png]]
 
[[Image:Crm2-500-discussion-as-email.png]]
 
[[Image:Crm2-600-respond-to-email-discussion-in-gmail.png]]
 
[[Image:Crm2-600-respond-to-email-discussion-in-gmail.png]]
 
[[Image:Crm2-700-respond-to-customer-email-from-gmail.png]]
 
[[Image:Crm2-700-respond-to-customer-email-from-gmail.png]]
 
[[Image:Crm2-800-email-response-shows-up-as-discussion.png]]
 
[[Image:Crm2-800-email-response-shows-up-as-discussion.png]]

Revision as of 17:31, 1 October 2013

opentaps CRM2 is a super-lightweight set of widgets that give you core CRM capabilities, including notes, discussions, activities, and email integration for any application. You can attach them to an existing application or to a new application you're building and instantly allow your users to work together, no matter what your application does. These screenshots show CRM2 being used for order management, but you could also use the same widgets for accounts and receivables collection, customer service cases, leads and prospects, manufacturing work orders, or blog or document authoring. For anything where people work together, CRM2 can help them work better.

The Tour

Imagine someone on your team gets an email from your customer:

Crm2-100-email-from-customer.png

The email is automatically tagged to the order that the customer is writing about. You can then start a discussion with other people at your company. To include someone in the discussion, use @name of the user, just like you would on twitter:

Crm2-200-internal-discussion-lookup-name.png

The discussion is then sent to everybody by email:

Crm2-400-discussions-sent-by-email.png

You can respond either by visiting the page for the order:

Crm2-300-respond-to-dicussion-on-screen.png

Or you can just respond to the email:

Crm2-500-discussion-as-email.png Crm2-600-respond-to-email-discussion-in-gmail.png Crm2-700-respond-to-customer-email-from-gmail.png Crm2-800-email-response-shows-up-as-discussion.png

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