Introduction to OroCRM and OroPlatform

OroCRM provides CRM functionality with a focus on B2C needs, where most other CRMs focus on B2B. As it is created by the people behind the creation of Magento, its not surprising that it comes with integration for Magento shops out of the box. For example shopping carts (including abondoned carts) can be imported allowing reporting on the data as well as marketing activities targeted based on buying patterns. In fact OroCRM can also work as a help desk for Magento shops as it is possible to complete orders from OroCRM.
What makes OroCRM particular interesting is that it is based on Symfony2, one of the most popular PHP application frameworks today. This enables customization of OroCRM to specific needs. The OroCRM team infact built a business application framework on top of Symfony2, called OroPlatform, to enable anyone to quickly build business tools on top of Symfony2.

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1. Agile Web Development Liip.ch ! – some content graciously stolen from Yoav Lukas Kahwe Smith | @lsmith | lukas@liip.ch Introduction to
2. Jary Carter CEO Dima Soroka! VP of Engineering Yoav Kutner! CTO Brought to you by familiar faces ..
3. Products
4. 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 • Real Time User Notifications! • Widgets ! • Data Grids! • Report Engine! • Import/Export CSV data ! • Flexible Entities with Dynamic Attributes! • And much much more…
5. ACL
6. Grids
7. Extend Entities
8. Workflow
9. Reports
10. Web API
11. Best Practice: Quality
12. Products Built with Oro Platform
13. Tech
14. 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 REST-ful Web API! • ElasticSearch
15. • 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 one of the most PHP starred project as well! • Symfony community started other well-known PHP projects like Composer, Twig, Assetic, Monolog, ...! • The Symfony components are downloaded 1 million times each month! • Long Term Support (LTS) releases (4 years security fixes) and backwards compatibility (BC) promise
16. Projects using Symfony 2
17. gets your coding skills ready for ..
18. Getting Started with Symfony • Check out the documentation (there is a free book, cookbook, component docs etc)! • Learn about Composer (but you are already using composer with Magento .. right? right!?!)! • Get comfortable to using the command line interface! • Download and install the symfony standard edition! • Check out knpbundles.com to quickly add more functionality! • At some point you will need to learn about design patterns (especially dependency injection)! • Read the HTTP spec (but you already did that, right?) or at least its fundamentals! • There are lots of blogs out there and useful screencasts (f.e. http://knpuniversity.com)
19. Sounds scary?
20. Symfony Default Directory Structure
21. Symfony Front Controller
22. Symfony Routing File
23. Symfony Example Controller
24. Symfony Example Controller
25. Symfony Example Template
26. Symfony Example Functional Test
28. Sales Marketing Created for Sales & Marketing
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 + MailChimp integrations and more coming! • Embedded Web Forms! • Multiple Customer Channel Management ! • Tracking of user behavior on websites! • Magento Integration (Web Customer) and more coming! ! !
31. Shopping Cart Recovery and Completion
32. Magento Integration • STEP 0: Install the free OroCRM Bridge into the Magento instance! • STEP 1: Once logged in, access the “SOAP/XML – RPC – Roles” tab under System → Web Services! • STEP 2: Create a Role under “Add New Role” and add your eCommerce store.! • STEP 3: Go to Role API Sources and change your Resource Access to “All.”! • STEP 4: Create a New User under System → Webservices → “SOAP/XML – RPC – Users”! • STEP 5: Click on “Create New User” and enter your desired username and basic information. The “API Key” is simply a password that you create for yourself.! • STEP 6: Once you’ve saved your API key and user information, access the “User Role” near the top left of your screen and select your web store to make sure it is active.
33. Magento Integration • STEP 7: With the credentials of your Magento SOAP API and user login, you can now go to OroCRM and create your channel under System → Channels → Create Channel.! • STEP 8: Once you select Magento as your Channel Type, enter the rest of your basic information from Magento. You can then select your website from the drop down list and whichever connectors you would like to pull from Magento.! • STEP 9: Click Save and Schedule Sync.! • STEP 10: Under System → Job Queue, Click on “Run Daemon” (this process may start automatically.)! ! see http://www.orocrm.com/blog/product-updates/integrate-magento-orocrm
34. Personalized Marketing
35. Customer Service and Support
36. Dashboards
37. OroCRM Products • Community Edition! • Enterprise Edition (ElasticSearch, PostgreSQL, MS Exchange support, better Reporting, SLA)! • SaaS (same as EE but as a hosted solution)! ! ! see http://www.orocrm.com/forums/topic/orocrm-editions
38. Open Source
39. Open Source • Oro Platform – MIT ! • OroCRM CE – OSL 3.0! • OroCRM EE – Oro Commercial License
40. Customers
41. Eating our “own” dog food
42. • 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
43. Communications • Forum! – http://www.orocrm.com/forums! • GitHub! – https://github.com/orocrm
44. Agile Web Development Liip.ch ! – THANKS Lukas Kahwe Smith e: lukas@liip.ch t: @lsmith !