EnterpriseCRM

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2006年7月17日 (一) 16:30WikiSysop (讨论 | 贡献)的版本

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EnterpriseCRM : Enterprise Open Source Customer Relationship Management

目录

EnterpriseCRM分发版

EnterpriseCRM包含两个分发版

  • EnterpriseCRM-PHP 基于PHP技术
  • EnterpriseCRM-J2EE 基于J2EE技术

主要Features

  • Sales Force Automation (SFA)
  • Customer Support & Services (CSS)
  • Marketing Automation


EnterpriseCRM-PHP功能一览

一、Sales Force Automation (SFA)

  • Lead Management
  • Lead Conversion Mapping
  • Account Management
  • Contact Management
  • Opportunity Management
  • Quote Generation

二、Customer Support & Services (CSS)

  • Trouble Tickets
  • Knowledge Base
  • Customer Self Service
  • Online Knowledge Base
  • Support Statistics
  • Customer Portal

三、Marketing Automation

  • Online Lead Forms
  • Mailing Lists
  • E-mail Templates
  • Mail Merge Templates
  • Mass E-mail

四、Inventory Management

  • Products Catalog
  • Price Books
  • Vendors List
  • Purchase Orders
  • Sales Orders
  • Invoices

五、Activity Management

  • Tasks, Meetings, and Calls
  • Recurring Events
  • Group/Shared Calendar
  • Activity History
  • E-mail Notifications
  • Notes

六、Microsoft Tools Integration

  • Outlook Plug-in
  • Office Plug-in

七、OpenOffice Tools Integration

  • Write
  • Calc
  • Impress

八、Mozilla Tools Integration

  • Thunderbird Extension
  • Mozilla Extension

九、Support Many Database

  • Oracle 8i, 9i, 10g
  • PostgreSQL 7x, 8x
  • MySQL
  • Microsoft Sql Server

十、Security Management

  • User Management
  • Profiles
  • Roles
  • Organization-level Sharing Model
  • Organization-level Field Access

十一、Reports & Dashboards

  • Key Metrics
  • Customizable Reports
  • 20 Pre-built Reports
  • Dashboards for Sales Force Automation
  • Report Folders

十二、System Management

  • Configure system-wide settings
  • Upgrade Sugar Suite
  • Setup Currencies and Currency Rates
  • Custom Fields Management
  • Tabs Management
  • Bug Tracker
  • Email Management
  • web site management

十三、Information Integration

  • RSS Feeds

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