Archive for December, 2014

List of best open source CRM web applications

December 24, 2014

Sugar Community Edition

sugarcrmSugar consists of modules, each of which represents a specific functional aspect of CRM such as Accounts, Activities, Leads, and Opportunities. For example, the Accounts module enables you to create and manage customer accounts, and the Activities module enables you to create and manage activities related to accounts, opportunities, etc. These modules are designed to help you manage customer accounts through each step of their life cycle, starting with generating and qualifying leads to customer support and resolving reported bugs. Because many of these steps are interrelated, each module displays related information. For example, when you view the details of a particular account, the system also displays the related contacts, activities, opportunities, and bugs. You can view, edit, and create this information.

Website http://www.sugarforge.org/content/open-source/

vTiger

vtigervtiger CRM is a free, fully-featured open source CRM solution with low-cost, reliable product support ideal for small and medium businesses. vtiger CRM is a widely used product with thousands of users in dozens of countries. It has a vibrant community of users driving the product forward, and contributing to it’s development. Over 2 million copies of vtiger CRM have been downloaded to date.

Website https://www.vtiger.com/crm/open-source/

openCRX

opencrxopenCRX is an open CRM solution that meets the needs of organizations requiring multifunctional, enterprise-wide coordination of sales generation, sales fulfillment, marketing and service activities to customers, partners, suppliers or intermediaries.

Website http://www.opencrx.org/

EPESI

epesiEPESI is a web application for managing business information. It makes data organizing and sharing easy, simplifies internal communication and makes workflow more efficient.
EPESI has a modular design which makes it flexible and easy to adapt. Its base consists of CRM application with PHP framework, both free and open source, that can be extended with specialized modules.

Website http://epe.si/

Opentaps

opentapsOpentaps Open Source ERP + CRM is a fully integrated application suite that brings together top-tier open source projects to help you manage your business more effectively. Today, opentaps supports ecommerce, Customer Relationship Management, Warehouse and Inventory Management, Supply Chain Management, and Financial Management to Business Intelligence and mobility integration out-of-the-box.

Website http://www.opentaps.org/

CiviCRM

civicrmCiviCRM is a free, libre and open source constituent relationship management solution. CiviCRM is web-based, internationalized, and designed specifically to meet the needs of advocacy, non-profit and non-governmental groups. CiviCRM is a powerful contact, fundraising and eCRM system that allows you to record and manage information about your various constituents including volunteers, activists, donors, employees, clients, vendors, etc. Track and execute donations, transactions, conversations, events or any type of correspondence with each constituent and store it all in one, easily accessible and manageable source.

Website http://civicrm.org/

SplendidCRM

splendidCRMSplendidCRM is an alternative solution to SugarCRM but it is written in C# for the ASP.NET framework.
The Community Edition includes the core CRM features, such as Accounts, Contacts and Leads, but it excludes advanced features, such as Reporting and Order management. The Community Edition has been released under the GNU Affero General Public License Version 3.

Website http://www.splendidcrm.com/Products/Editions/SplendidCRMCommunity.aspx

Dolibarr

DolibarrDolibarr ERP & CRM is a modern and easy to use web software to manage your business (contacts, invoices, orders, products, stocks, agenda, emailings, etc…).
It’s an opensource and free software designed for small companies, foundations and freelances.
You can install and use it as a standalone application, or online on a mutualized or dedicated server to use it from anywhere.

Website http://www.dolibarr.org/

OFBiz

Apache OFBiz (The Apache Open For Business Project) is an open source enterprise automation software project licensed under the Apache License Version 2.0. By open source enterprise automation we mean: Open Source ERP (Enterprise Resource Planning), Open Source CRM (Customer RelationShip Management), Open Source E-Business / E-Commerce, Open Source SCM (Supply Chain Management), Open Source MRP (Manufacturing Resources Planning), Open Source CMMS/EAM (Maintenance Management System/Enterprise Asset Management), Open Source POS (Point Of Sale), and so on.

Website http://ofbiz.apache.org/

SPIEFolder.exe.config for SharePoint 2013

December 19, 2014

Use Keith Richie’s SPIEFolder SharePoint file import/export tool with SharePoint 2013 by saving this configuration file next to the 2010 version of SPIEFolder.exe.

<?xml version=”1.0″ encoding=”utf-8″?>
<configuration>
<startup>
<supportedRuntime version=”v4.0.30319″ />
</startup>
<runtime>
<assemblyBinding xmlns=”urn:schemas-microsoft-com:asm.v1″>
<dependentAssembly>
<assemblyIdentity name=”Microsoft.SharePoint” publicKeyToken=”71e9bce111e9429c” culture=”neutral” />
<bindingRedirect oldVersion=”14.0.0.0″ newVersion=”15.0.0.0″ />
</dependentAssembly>
</assemblyBinding>
</runtime>
</configuration>

Microsoft Dynamics CRM Unified Service Desk aka USD

December 13, 2014

With the CRM Online Spring `14 release of Dynamics CRM we can now start using the all NEW Unified Service Desk (USD). This is an exciting step forward for Microsoft Dynamics CRM. I have been with many customers over the past week that have shown great interest for this solution and how is will allow traditional call centers to be transformed into multichannel contact centers.

Take a look at the Overview of the Unified Service Desk

Unified Service Desk Base Package details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-base-package.aspx

Unified Service Desk CRM 2013 SP Package details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-crm-2013-sp-package.aspx

Unified Service Desk CRM 2013 SP Package with product updates details can be found here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/unified-service-desk-crm-2013-sp-package-with-product-updates.aspx

User Interface Integration documentation download: http://go.microsoft.com/fwlink/?LinkId=392670

Unified Service Desk system requirements can be found here: http://technet.microsoft.com/en-us/library/dn646882.aspx
If you want to get your hands on USD you can download it here: http://www.microsoft.com/en-us/download/details.aspx?id=43110

To help you get up to speed on Unified Service Desk please take a look at the following documentation:

Finally if you want to do some advanced development and integration on the Unified Service Desk please review the following templates: http://visualstudiogallery.msdn.microsoft.com/c1eff934-bf97-40a6-bbe3-c25178f18f86

MS Dynamics CRM 2013 Create or customize dashboards

December 1, 2014

In just a few minutes, you can create dashboards that make the data that matters easily accessible to your teams. Use our new eBook, Create or customize dashboards, to learn how.

This eBook, designed for admins, describes dashboard fundamentals and steps you through the process of creating lists and charts that are critical to making data easily understandable and accessible. It also provides ideas for extending your dashboards in interesting ways.