Re: SugarCRM?

> I suppose it would be quite interesting to have a comparison with OGo,
> it seems that it is more "specialized" on monetary status and customer
> aquisition but the functionality seems to be less than that of OGo.

This CRM in particular seems to be focused on "sales."  Although many things 
are similar to CASE systems for attorney's and service oriented 
organizations.   

I would view their breakdown like this:

home - news

activities - specialized tasks, such as placing a phone call

contacts - same as OGo contacts

accounts - similar to OGo company contacts...however all related information 
(leads, individual contacts, opportunities, etc) is viewable on this screen.

Leads - A lead is an contact/task combination.  For example, if you take 
someones business card at a trade show, it would be a lead that needs to be 
followed up on.  Other example leads might come from Cold Call, another 
customer, mail, etc.  Once a lead is created, you can attach activities to it 
(Such as placing a phone call)  and view its history.  At some point, when 
the lead is developed enough, you "convert" it to an "account" and a contact 
record.  

Opportunities - Similar to leads, however they are "leads" with existing 
accounts/contacts.  These leads also track some information like the cost and 
the probability of success.  It also tracks the "Sales Stage" which is the 
status of that opportunity.  For example,  Prospecting, Qualification, Needs 
Analysis, Value Proposition, Id. Decision Makers, Perception Analysis,  
Proposal/Price Quote, Negotiation/Review, Closed-Won, Closed-lost.

Cases - This pretty much seems like it is a generic Task assignment with a 
Case # that can be assigned to a particular account.  I imagine that this is 
used for developing solutions to problems when they occur on a particular 
account.  For example, if Account A was overcharged for some reason.  They 
would report this to the organization.  It would then be entered as a "case" 
and assigned to someone who will need to solve it.   You can track the status 
of these cases with status' like New, Assigned, Closed, Pending Input, and 
Rejected.

Dashboard - Some predefined graphical reports.


I haven't yet put the thought into how these things could be accomplished 
within OGo, but I will and then I'll send some more information.

Dustin




>
> In the demo it has the following top-level modules:
> * home   - well, more or less the news app
> * activities  -
> * contacts  - same like OGo person contacts?
> * accounts  - same like OGo company contacts?
> * leads   - no sample data in demo, what is it?
> * opportunities - an OGo project?
> * cases   - whats that?
> * dashboard  - some graphical reports
>
> It doesn't seem to have a real scheduler (though it can create
> meetings) and a lot of other functionality contained in OGo. Is it just
> the dashboard which is missing or do I miss the "secret" in the tool?
> ;-)
>
> Maybe someone would even be interested in analyzing each feature and
> write a small guide on how one would do this or that in OGo? I guess
> that would be a cool marketing document for OGo.
>
> Would it make sense to have a second OGo "skin" called OGo CRM which
> has different names for the existing functionality (eg "Opportunities"
> instead of "Projects")?
> Maybe this is something to consider post OGo 1.0, but an analysis would
> be a precondition.
>
> Greets,
>    Helge
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> http://docs.opengroupware.org/Members/helge/
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