crm and ecommerce. yoav kutner

Leaving Magento… What’s next?

Jary CarterCEO

Dima SorokaVP of Engineering

Yoav KutnerCTO

Customers

Dashboard

Products

Key Features

• Fully localizable and translatable

• System Help and Tooltips

• Productivity Tools (Calendar, Notes,

Tasks, Pinbar etc)

• Flexible Workflow Engine (FWE)

• Automated Processes

• REST and SOAP API’s

• Users, Groups, and Role

Management with ACL

• System and User Notifications

• Widgets

• Data Grids

• Report Engine

• Import/Export CSV data

• Flexible Entities with Dynamic

Attributes

• And much much more…

ACL

Grids

Extend Entities

Workflow

Workflow

Reports

Web API

Products Built with Oro Platform

Come join the party and show us what you

can create with Oro

Tech

Technology Stack or a Kid in the Candy Store

• PHP >= 5.4.4

– Symfony2, Doctrine, PHPUnit

• MySQL, PostgreSQL

• HTML5 and CSS3

• jQuery

• Backbone (in the process of moving to AngularJS)

• Twitter Bootstrap

• SOAP and RESTfull Web API

• Elastic Search

Let’s Start Selecting a Framework

• Modularity

• Testability

• Flexibility

• Community

• Adoption

So … Symfony 2

• Symfony 2.0 was published at the end of July 2011

• During the last 3 years, the community released 2000+ bundles

• 800+ developers contributed to the Symfony core (and 500+ contributed to the documentation)

• 15+ million visits on the symfony.com website in 2012

• Symfony is the most forked PHP project on Github and the most PHP starred project as well

• The Symfony community started other well-known PHP projects like Composer, Twig, Assetic,

Monolog, ...

• The Symfony components are downloaded 1 million times each month

Projects using Symfony 2

Twig

A lot of CMS are using Twig as their main

template system (Open-Source and

proprietary ones) ... At one point even

Magento was considering it ;)

Best Practice: Quality

Documentation

Back story

• Why Open Source CRM?

Market Challenges

No CRM for eCommerceFlexible, Reliable, Open

Business Platform

Key Features• Contact and Address Book Management

• Accounts Management and Merging

• Lead Management

• Opportunity Management

• Customer Segmentation

• Marketing campaigns management

• Campaign code tracking

• Case management

• Zendesk integration

• Embedded Web Forms

• Multiple Customer Channel Management

• Tracking of user behavior on websites

• Magento Integration (Web Customer)

Single View of Customer – Across Channels

Magento Purchases

eBay Purchases

In-Store Purchases

Sales Calls

Email Campaigns

Point of Sale

Shopping Cart Recovery

Commerce Integrations

Magento

Shopify

ATG

Oxid

Prestashop

Demandware

Microsoft

Amazon

eBay

Dashboards

OroCRM Products

• Community Edition

• Enterprise Edition

• SaaS

Customers

Partners

Open Source

Open Source

• Oro Platfrom – MIT

• OroCRM CE – OSL 3.0

• OroCRM EE – Oro Commercial License

Contribution

• Testing

• Code

• Documentation

• Translations

• Extensions develpment

• Implementations

Marketplace

Releases

• Contacts

– Integration with Microsoft Outlook and Google contacts

– Syncing contact information with Social data (LinkedIn, G+, etc.)

– Contact and Service preferences

• Accounts

– Redesigned account view

– Lifetime value and other metrics

– Aggregated views on account data

– Support of multiple account types

– Automated merging

• Channels

– Customize and extend business entities in scope of the channel

– Improved channel management UI

– Configure lifetime value on channel and account levels

– Channel-level analytic data

• Marketing

– Segmentation and reporting based on web events data

– RFM configuration per channel

– Email campaigns and integration with MailChimp

– Integration with Google Analytics

– Predictive Marketing Engine

– Customer Satisfaction and Engagement Metrics

– Social Interactions and Data Aggregation

– Lead Scoring

• Multiple organization support

– Entity management on organization level

– Configure currency and locale on organization level

• Platform

– Grid views management and columns configuration

– Expanded and detailed record view for Grids

– LDAP and OAuth

– Enhanced Localization and Territory Management

– Entity forms management

– Inline editing

– Navigation menu management

– Access control on entity field level and records sharing

– User-configurable themes

– Activity stream

– Inline Help and Tips

– Mass Update Action

• Collaboration

– Email signatures and attachments

– Email tracking and auto-reply

– Chat feature

– Parallel access to Record data

– Record Drafts and Recycle Bin

– Record locking

– Integration with Google and MS Exchange calendars

Future Roadmap

• MS Outlook integration

– Download and install Outlook plugin for OroCRM

– Synchronize contacts

– Synchronize tasks and calendar events

– Check the related OroCRM entities while browsing the email in Outlook

– Assign Outlook emails to OroCRM entities

• Workflows

– Full-force Workflow Management wizard

– Alerts and Notifications system

• Processes

– UI for Process configuration

– Improved Process management UI

• Reports

– Improved Report creation and Customization wizard

• Additional Features

– Groom and merge Data Tools

– Web Profile

– Quotes Management

– Elastic Search Integration for Search and large data management

Future Roadmap

Communications

• Forum

– http://www.orocrm.com/forums

• GitHub

– https://github.com/orocrm

t: @YoavKutnere: yoav@orocrm.com