CRM and Ecommerce. Yoav Kutner

2. Leaving Magento… What’s next?

3. JaryCarter
CEO
DimaSoroka
VP of Engineering
YoavKutner
CTO

4. Customers

5. Dashboard

7. Products

8. 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…

9. ACL

10. Grids

11. Extend Entities

12. Workflow

13. Workflow

14. Reports

15. Web API

16. Products Built with Oro Platform

17. Come join the party and show us what you
can create with Oro

18. Tech

19. 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

20. Let’s Start Selecting a Framework
• Modularity
• Testability
• Flexibility
• Community
• Adoption
So … Symfony 2

21. • 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

22. Projects using Symfony 2

23. 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 ;)

24. Best Practice: Quality

25. Documentation

27. Back story
• Why Open Source CRM?

28. Market Challenges
No CRM for eCommerce
Flexible, Reliable, Open
Business Platform

29. 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)

30. Single View of Customer – Across Channels
Magento Purchases
eBay Purchases
In-Store Purchases
Sales Calls
Email Campaigns
Point of Sale

32. Shopping Cart Recovery

33. Commerce Integrations
Magento
Shopify
ATG
Oxid
Prestashop
Demandware
Microsoft
Amazon
eBay

34. Dashboards

35. OroCRM Products
• Community Edition
• Enterprise Edition
• SaaS

36. Customers

38. Partners

39. Open Source

40. Open Source
• Oro Platfrom – MIT
• OroCRM CE – OSL 3.0
• OroCRM EE – Oro Commercial License

41. Contribution
• Testing
• Code
• Documentation
• Translations
• Extensions develpment
• Implementations

42. Marketplace

43. Releases

44. • 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

45. • 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

46. Communications
• Forum
– http://www.orocrm.com/forums
• GitHub
– https://github.com/orocrm

47. t: @YoavKutner
e: yoav@orocrm.com