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Using OFBiz to Manage Business Processes

Customer Relationship Management

Customer Relationship Management (CRM) is a tool that is used to organise, track and manage the contact you have with your customers. In OFBiz the 'CRM' application is called 'SFA' (which stands for Sales Force Automation') and it allows you to manage the process of prospective customers and also sales opportunities.

Using the OFBiz SFA application enables you to

• Create Leads (i.e a potential customer)
• Track and Verify Leads
• Convert Leads to Accounts
• Track and Manage Contacts and Accounts
• Track and Manage Sales Opportunities
• Manage any communications (e.g. email etc)
• Co-ordinate and plan any marketing events and meetings
• Manage a common sales team calendar
• Create and manage tasks (e.g. a customer related ticket or case)
  
  
  

Sales Management

Procurement Management

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