TikiWiki as CRM
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TikiWiki as CRM
by koen Huybrechts
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Hi all,
An important feature missing in TikiWiki, is a CRM (Community Relation Manager). At the moment, we have a basic contact manager, but it is too basic to function as a CRM. Some things I miss are the possibility to group people, link them to an organisation, ...
To get the CRM-feature into TikiWiki, I see two possible ways:
I'd like to hear your opinions on this, but before that, I have some pro's and con's listed here:
Rewrite
Pro
Contra
3rd Party CRM
I assume we only look at open source PHP/MySQL CRM's.
Pro
Contra
Imho, we should use a good 3rd party CRM. Since a while, I use CiviCRM and I like it very much!
I hope I get many replies, so the opinion of the list (part of the community) will be known. I'll post this also on the forum.
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Re: TikiWiki as CRM
by luci aka luciash d' being
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hi,
i'm not sure what is better but i vote for rewrite (developing own) than relying on 3rd party (which would be hard to maintain compatibility with) we could only make an interaction api with 3rd party software because i guess it would be hard to find nice CRM which could be integrated and distributed in TikiWiki with compatible license to LGPL (imho CiviCRM is not LGPL compatible, see: http://civicrm.org/licensing) luci On 18/07/08 11:56, koen huybrechts wrote: > Hi all, > > An important feature missing in TikiWiki, is a CRM (Community Relation > Manager). At the moment, we have a basic contact manager, but it is > too basic to function as a CRM. Some things I miss are the possibility > to group people, link them to an organisation, ... > > To get the CRM-feature into TikiWiki, I see two possible ways: > > 1. Rewrite the contacts-feature into a real CRM > 2. Make a 3rd party CRM work with TikiWiki > > I'd like to hear your opinions on this, but before that, I have some > pro's and con's listed here: > > _Rewrite_ > /Pro/ > > * There is allready a startingpoint with the contacts module > * It will totally fit into TikiWiki, not only the functionalities, > but also code writing and philosophy > > /Contra/ > > * It takes a lot of time and resources to develop the additional > features of the CRM > * Do we have enough expertise in our community to develop all the > needed features? > * It will be a large project next to TikiWiki > > _3rd Party CRM_ > > I assume we only look at open source PHP/MySQL CRM's. > > /Pro/ > > * Feature are being developed and maintained for us > * All features are ready to include > * We won't have a lot of work to keep the CRM up to date, bugfixes > and extras are developed for us (see the first pro) > * TikiWiki will be more visible in the OS community, because we > will have to make connections with the community of the chosen CRM > > > /Contra/ > > * We don't have the development in our own hands > * It will take time and resources to get the CRM integrated > > Imho, we should use a good 3rd party CRM. Since a while, I use CiviCRM > <http://www.civicrm.org> and I like it very much! > > I hope I get many replies, so the opinion of the list (part of the > community) will be known. I'll post this also on the forum. > > koko > > -- > Koen Huybrechts > huybkoen@... <mailto:huybkoen@...> > ------------------------------------------------------------------------ > > ------------------------------------------------------------------------- > This SF.Net email is sponsored by the Moblin Your Move Developer's challenge > Build the coolest Linux based applications with Moblin SDK & win great prizes > Grand prize is a trip for two to an Open Source event anywhere in the world > http://moblin-contest.org/redirect.php?banner_id=100&url=/ > ------------------------------------------------------------------------ > > _______________________________________________ > Tikiwiki-devel mailing list > Tikiwiki-devel@... > https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel > ------------------------------------------------------------------------- This SF.Net email is sponsored by the Moblin Your Move Developer's challenge Build the coolest Linux based applications with Moblin SDK & win great prizes Grand prize is a trip for two to an Open Source event anywhere in the world http://moblin-contest.org/redirect.php?banner_id=100&url=/ _______________________________________________ Tikiwiki-devel mailing list Tikiwiki-devel@... https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel |
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Re: TikiWiki as CRM
by Sylvie Greverend-3
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I did not change my mind :-)
Use trackers Surely some tracker configuration / profile to add to have a one click installation But trackers are very powerful Sylvie On Fri, 2008-07-18 at 11:56 +0200, koen huybrechts wrote: > Hi all, > > An important feature missing in TikiWiki, is a CRM (Community Relation > Manager). At the moment, we have a basic contact manager, but it is > too basic to function as a CRM. Some things I miss are the possibility > to group people, link them to an organisation, ... > > To get the CRM-feature into TikiWiki, I see two possible ways: > 1. Rewrite the contacts-feature into a real CRM > 2. Make a 3rd party CRM work with TikiWiki > I'd like to hear your opinions on this, but before that, I have some > pro's and con's listed here: > > Rewrite > Pro > * There is allready a startingpoint with the contacts module > * It will totally fit into TikiWiki, not only the > functionalities, but also code writing and philosophy > Contra > * It takes a lot of time and resources to develop the additional > features of the CRM > * Do we have enough expertise in our community to develop all > the needed features? > * It will be a large project next to TikiWiki > 3rd Party CRM > > I assume we only look at open source PHP/MySQL CRM's. > > Pro > * Feature are being developed and maintained for us > * All features are ready to include > * We won't have a lot of work to keep the CRM up to date, > bugfixes and extras are developed for us (see the first pro) > * TikiWiki will be more visible in the OS community, because we > will have to make connections with the community of the chosen > CRM > > Contra > * We don't have the development in our own hands > * It will take time and resources to get the CRM integrated > Imho, we should use a good 3rd party CRM. Since a while, I use CiviCRM > and I like it very much! > > I hope I get many replies, so the opinion of the list (part of the > community) will be known. I'll post this also on the forum. > > koko > > -- > Koen Huybrechts > huybkoen@... > ------------------------------------------------------------------------- > This SF.Net email is sponsored by the Moblin Your Move Developer's challenge > Build the coolest Linux based applications with Moblin SDK & win great prizes > Grand prize is a trip for two to an Open Source event anywhere in the world > http://moblin-contest.org/redirect.php?banner_id=100&url=/ > _______________________________________________ Tikiwiki-devel mailing list Tikiwiki-devel@... https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel ------------------------------------------------------------------------- This SF.Net email is sponsored by the Moblin Your Move Developer's challenge Build the coolest Linux based applications with Moblin SDK & win great prizes Grand prize is a trip for two to an Open Source event anywhere in the world http://moblin-contest.org/redirect.php?banner_id=100&url=/ _______________________________________________ Tikiwiki-devel mailing list Tikiwiki-devel@... https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel |
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Re: TikiWiki as CRM
by WEBER Patrice
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Hi,
I also prefer to have our own code instead of integrating another software. This is mainly because I prefer less functionnalities that are more integrated with Tiki (with perms, categories, tags, look, and so on...). Deep integration with another software and its evolutions is really a pain to maintain... So, improving or rewriting contacts is the way I would have choosed. Nyloth. -----Original Message----- From: tikiwiki-devel-bounces@... [mailto:tikiwiki-devel-bounces@...] On Behalf Of luci aka luciash d' being Sent: Friday 18 July 2008 13:04 To: Tikiwiki developers Subject: Re: [Tikiwiki-devel] TikiWiki as CRM hi, i'm not sure what is better but i vote for rewrite (developing own) than relying on 3rd party (which would be hard to maintain compatibility with) we could only make an interaction api with 3rd party software because i guess it would be hard to find nice CRM which could be integrated and distributed in TikiWiki with compatible license to LGPL (imho CiviCRM is not LGPL compatible, see: http://civicrm.org/licensing) luci On 18/07/08 11:56, koen huybrechts wrote: > Hi all, > > An important feature missing in TikiWiki, is a CRM (Community Relation > Manager). At the moment, we have a basic contact manager, but it is > too basic to function as a CRM. Some things I miss are the possibility > to group people, link them to an organisation, ... > > To get the CRM-feature into TikiWiki, I see two possible ways: > > 1. Rewrite the contacts-feature into a real CRM > 2. Make a 3rd party CRM work with TikiWiki > > I'd like to hear your opinions on this, but before that, I have some > pro's and con's listed here: > > _Rewrite_ > /Pro/ > > * There is allready a startingpoint with the contacts module > * It will totally fit into TikiWiki, not only the functionalities, > but also code writing and philosophy > > /Contra/ > > * It takes a lot of time and resources to develop the additional > features of the CRM > * Do we have enough expertise in our community to develop all the > needed features? > * It will be a large project next to TikiWiki > > _3rd Party CRM_ > > I assume we only look at open source PHP/MySQL CRM's. > > /Pro/ > > * Feature are being developed and maintained for us > * All features are ready to include > * We won't have a lot of work to keep the CRM up to date, bugfixes > and extras are developed for us (see the first pro) > * TikiWiki will be more visible in the OS community, because we > will have to make connections with the community of the chosen > > > /Contra/ > > * We don't have the development in our own hands > * It will take time and resources to get the CRM integrated > > Imho, we should use a good 3rd party CRM. Since a while, I use CiviCRM > <http://www.civicrm.org> and I like it very much! > > I hope I get many replies, so the opinion of the list (part of the > community) will be known. I'll post this also on the forum. > > koko > > -- > Koen Huybrechts > huybkoen@... <mailto:huybkoen@...> > > > ------------------------------------------------------------------------ - > This SF.Net email is sponsored by the Moblin Your Move Developer's challenge > Build the coolest Linux based applications with Moblin SDK & win great prizes > Grand prize is a trip for two to an Open Source event anywhere in the world > http://moblin-contest.org/redirect.php?banner_id=100&url=/ > ------------------------------------------------------------------------ > > _______________________________________________ > Tikiwiki-devel mailing list > Tikiwiki-devel@... > https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel > ------------------------------------------------------------------------ - This SF.Net email is sponsored by the Moblin Your Move Developer's challenge Build the coolest Linux based applications with Moblin SDK & win great prizes Grand prize is a trip for two to an Open Source event anywhere in the world http://moblin-contest.org/redirect.php?banner_id=100&url=/ _______________________________________________ Tikiwiki-devel mailing list Tikiwiki-devel@... https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel ------------------------------------------------------------------------- This SF.Net email is sponsored by the Moblin Your Move Developer's challenge Build the coolest Linux based applications with Moblin SDK & win great prizes Grand prize is a trip for two to an Open Source event anywhere in the world http://moblin-contest.org/redirect.php?banner_id=100&url=/ _______________________________________________ Tikiwiki-devel mailing list Tikiwiki-devel@... https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel |
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Re: TikiWiki as CRM
by WEBER Patrice
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I like this option too even if I know it's a bit more complicate.
Nyloth. -----Original Message----- From: tikiwiki-devel-bounces@... [mailto:tikiwiki-devel-bounces@...] On Behalf Of Sylvie Greverend Sent: Friday 18 July 2008 14:13 To: Tikiwiki developers Subject: Re: [Tikiwiki-devel] TikiWiki as CRM I did not change my mind :-) Use trackers Surely some tracker configuration / profile to add to have a one click installation But trackers are very powerful Sylvie On Fri, 2008-07-18 at 11:56 +0200, koen huybrechts wrote: > Hi all, > > An important feature missing in TikiWiki, is a CRM (Community Relation > Manager). At the moment, we have a basic contact manager, but it is > too basic to function as a CRM. Some things I miss are the possibility > to group people, link them to an organisation, ... > > To get the CRM-feature into TikiWiki, I see two possible ways: > 1. Rewrite the contacts-feature into a real CRM > 2. Make a 3rd party CRM work with TikiWiki > I'd like to hear your opinions on this, but before that, I have some > pro's and con's listed here: > > Rewrite > Pro > * There is allready a startingpoint with the contacts module > * It will totally fit into TikiWiki, not only the > functionalities, but also code writing and philosophy > Contra > * It takes a lot of time and resources to develop the additional > features of the CRM > * Do we have enough expertise in our community to develop all > the needed features? > * It will be a large project next to TikiWiki > 3rd Party CRM > > I assume we only look at open source PHP/MySQL CRM's. > > Pro > * Feature are being developed and maintained for us > * All features are ready to include > * We won't have a lot of work to keep the CRM up to date, > bugfixes and extras are developed for us (see the first pro) > * TikiWiki will be more visible in the OS community, because we > will have to make connections with the community of the chosen > CRM > > Contra > * We don't have the development in our own hands > * It will take time and resources to get the CRM integrated > Imho, we should use a good 3rd party CRM. Since a while, I use CiviCRM > and I like it very much! > > I hope I get many replies, so the opinion of the list (part of the > community) will be known. I'll post this also on the forum. > > koko > > -- > Koen Huybrechts > huybkoen@... > - > This SF.Net email is sponsored by the Moblin Your Move Developer's challenge > Build the coolest Linux based applications with Moblin SDK & win great prizes > Grand prize is a trip for two to an Open Source event anywhere in the world > http://moblin-contest.org/redirect.php?banner_id=100&url=/ > _______________________________________________ Tikiwiki-devel mailing list Tikiwiki-devel@... https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel ------------------------------------------------------------------------ - This SF.Net email is sponsored by the Moblin Your Move Developer's challenge Build the coolest Linux based applications with Moblin SDK & win great prizes Grand prize is a trip for two to an Open Source event anywhere in the world http://moblin-contest.org/redirect.php?banner_id=100&url=/ _______________________________________________ Tikiwiki-devel mailing list Tikiwiki-devel@... https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel ------------------------------------------------------------------------- This SF.Net email is sponsored by the Moblin Your Move Developer's challenge Build the coolest Linux based applications with Moblin SDK & win great prizes Grand prize is a trip for two to an Open Source event anywhere in the world http://moblin-contest.org/redirect.php?banner_id=100&url=/ _______________________________________________ Tikiwiki-devel mailing list Tikiwiki-devel@... https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel |
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Re: TikiWiki as CRM
by Michael Pilling-2
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koen,
i've looked at civicrm too and it has a lot of nice functionality. I agree with Sylvie that trackers can do much of the "information management" that is involved with CRM, and other features like newsletters, internal tasks and messaging exist, but better integration would be nice can you explain a little the featureset you would want from the CRM? MLP On Fri, Jul 18, 2008 at 5:56 AM, koen huybrechts <huybkoen@...> wrote: > Hi all, > > An important feature missing in TikiWiki, is a CRM (Community Relation > Manager). At the moment, we have a basic contact manager, but it is too > basic to function as a CRM. Some things I miss are the possibility to group > people, link them to an organisation, ... > > To get the CRM-feature into TikiWiki, I see two possible ways: > > Rewrite the contacts-feature into a real CRM > Make a 3rd party CRM work with TikiWiki > > I'd like to hear your opinions on this, but before that, I have some pro's > and con's listed here: > > Rewrite > Pro > > There is allready a startingpoint with the contacts module > It will totally fit into TikiWiki, not only the functionalities, but also > code writing and philosophy > > Contra > > It takes a lot of time and resources to develop the additional features of > the CRM > Do we have enough expertise in our community to develop all the needed > features? > It will be a large project next to TikiWiki > > 3rd Party CRM > > I assume we only look at open source PHP/MySQL CRM's. > > Pro > > Feature are being developed and maintained for us > All features are ready to include > We won't have a lot of work to keep the CRM up to date, bugfixes and extras > are developed for us (see the first pro) > TikiWiki will be more visible in the OS community, because we will have to > make connections with the community of the chosen CRM > > > Contra > > We don't have the development in our own hands > It will take time and resources to get the CRM integrated > > Imho, we should use a good 3rd party CRM. Since a while, I use CiviCRM and I > like it very much! > > I hope I get many replies, so the opinion of the list (part of the > community) will be known. I'll post this also on the forum. > > koko > > -- > Koen Huybrechts > huybkoen@... > ------------------------------------------------------------------------- > This SF.Net email is sponsored by the Moblin Your Move Developer's challenge > Build the coolest Linux based applications with Moblin SDK & win great > prizes > Grand prize is a trip for two to an Open Source event anywhere in the world > http://moblin-contest.org/redirect.php?banner_id=100&url=/ > _______________________________________________ > Tikiwiki-devel mailing list > Tikiwiki-devel@... > https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel > > ------------------------------------------------------------------------- This SF.Net email is sponsored by the Moblin Your Move Developer's challenge Build the coolest Linux based applications with Moblin SDK & win great prizes Grand prize is a trip for two to an Open Source event anywhere in the world http://moblin-contest.org/redirect.php?banner_id=100&url=/ _______________________________________________ Tikiwiki-devel mailing list Tikiwiki-devel@... https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel |
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Re: TikiWiki as CRM
by koen Huybrechts
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2008/7/18, Michael Pilling <mlpilling@...>:
koen, Hi,
The features I think are very usefull for us, and therefor I wish to implement are:
These things are, needed to get people to choose TikiWiki for CRM.
Deep integration with another software and its evolutions is CiviCRM is very good at integration, they support Drupal and Joomla integration. Off course, TW isn't Drupal of Joomla, but it gives an idea. -- ------------------------------------------------------------------------- This SF.Net email is sponsored by the Moblin Your Move Developer's challenge Build the coolest Linux based applications with Moblin SDK & win great prizes Grand prize is a trip for two to an Open Source event anywhere in the world http://moblin-contest.org/redirect.php?banner_id=100&url=/ _______________________________________________ Tikiwiki-devel mailing list Tikiwiki-devel@... https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel |
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Re: TikiWiki as CRM
by Nelson Ko
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If there is a real project needing CRM, I will most likely build some
CRM inside TIki, rather than integrate with CiviCRM, unless the project customer wants CiviCRM by itself anyway, or already has CiviCRM. The problem with the CiviCRM integration approach is it results in a lot of duplicate functionality (which exist in both Tiki and CiviCRM). Having said this, I note that CiviCRM has a rather comprehensive integration API, which if you only use that for integration, you should't have licensing issues as the packages remain separate (I am not a lawyer disclaimer applies here). nkoth On Fri, Jul 18, 2008 at 8:47 AM, koen huybrechts <huybkoen@...> wrote: > > 2008/7/18, Michael Pilling <mlpilling@...>: >> >> koen, >> >> >> i've looked at civicrm too and it has a lot of nice functionality. I >> agree with Sylvie that trackers can do much of the "information >> management" that is involved with CRM, and other features like >> newsletters, internal tasks and messaging exist, but better >> integration would be nice >> >> >> can you explain a little the featureset you would want from the CRM? >> >> MLP > > > Hi, > > The features I think are very usefull for us, and therefor I wish to > implement are: > > Connect contacts wit relations > Group them in groups, households, organisations > Activities: Log all the contact you have with the community (e-mail, ...) > Smart groups: A group, containing all the contacts with a sudden search > criteria (living place, ...) > Import / Export: Through Vcard you can import and export contacts > Mailinglists: Send mass mailing to a (smart) group > Memberships: Keep track on memberships > Event managment: Organise the subscribtion and payment into events > > These things are, needed to get people to choose TikiWiki for CRM. > >> >> Deep integration with another software and its evolutions is >> really a pain to maintain... > > > CiviCRM is very good at integration, they support Drupal and Joomla > integration. Off course, TW isn't Drupal of Joomla, but it gives an idea. > > >> >> -- >> Koen Huybrechts >> huybkoen@... > > ------------------------------------------------------------------------- > This SF.Net email is sponsored by the Moblin Your Move Developer's challenge > Build the coolest Linux based applications with Moblin SDK & win great > prizes > Grand prize is a trip for two to an Open Source event anywhere in the world > http://moblin-contest.org/redirect.php?banner_id=100&url=/ > _______________________________________________ > Tikiwiki-devel mailing list > Tikiwiki-devel@... > https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel > > ------------------------------------------------------------------------- This SF.Net email is sponsored by the Moblin Your Move Developer's challenge Build the coolest Linux based applications with Moblin SDK & win great prizes Grand prize is a trip for two to an Open Source event anywhere in the world http://moblin-contest.org/redirect.php?banner_id=100&url=/ _______________________________________________ Tikiwiki-devel mailing list Tikiwiki-devel@... https://lists.sourceforge.net/lists/listinfo/tikiwiki-devel |
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