2 Aug

Alfresco Indonesia Expert

Alfresco Alfresco Indonesia Expert provide system that has a lot of features and functionality, such as the Simple Workflow functionality and Advanced Workflow, Simple workflow action will bring Approve / Reject on the content, as well as move the content to a specific space in accordance with the option Approve / Reject the selected user. Advance workflow while allowing you to attach the workflow directly to the content item and then set the content for other users to be reviewed. With advanced workflow workflow, the tasks according to the workflow is managed in-dashboard. Enterprise Content Management System (ECM) is an application to manage and facilitate collaborative content creation owned by a company. Content here could be content (*. doc, *. xls, *. ppt), image, HTML, XML files, and other content types. In past, to take advantage of ECM requires large costs, a result that only large companies could take advantage of ECM. Alfresco is a new approach in usingECM. Alfresco offers an ECM system that has a cost that is not too large to be utilized by companies with different scales.
Alfresco Indonesia implementation includes two preconfigured workflows, namely: Adhoc Task (to assign tasks to a co-worker) and Review & Approve (to make the review and approval of content).

Alfresco Features :

  • Document Repository: manages documents currently active by the user.
  • Online Preview
  • Versioning: each version of the document can be tracked automatically by Alfresco. There is no need to manually rename a new version of a document.
  • Expired Document reminder for documents that have a validity period
  • Watermark
  • Multiple File Upload
  • Drag and Drop Upload
  • Integration with Scanner
  • Search Engines: for searches by certain categories and other parameters, and searches into the contents of the document
  • Discussion / Commentary: Certain documents can be a forum for discussion among users.
  • Security & Permission: Can manage anyone who can access documents and space in Alfresco. Space is an Alfresco term for Folders. Access rights can be: read, edit, view, create, etc.
  • Mobile apps support for iOS and Android
  • Audit Log: Track all user activities in Alfresco
  • Web Service: Integration with other applications via CMIS web service
  • Record management: managing archived documents.
  • Document categorization: Any existing document can be categorized into a document type, which will facilitate document management. For example a document can be categorized as: contract agreement, invoice, Curriculum Vitae, Minutes of Meeting (MOM), etc.
  • Custom Metadata: has multiple metadata depending on the type of document you have. Custom metadata example: document number, document date, document status, etc.
  • Collaboration Site: Sharing documents, Calendar, Discussion, blogs, links, Datalist
  • Workflow / Collaboration: Alfresco provides document approval / review facilities by multiple users, from simple workflows to complex workflows.
  • Check in & Check Out Document: Checking is the term in ECM when an Alfresco user wants to edit a document, so he / she is called checking in, storing the document in a local computer / laptop user. When a document is checked in by a user, another user can only view the document, can not edit. This is to maintain the consistency of a document. And if a user is already editing the document, then he will check out the document. Once checked out, a document can be freely edited by anyone who needs it.
  • Rules: A variety of rules can be applied to documents, for example if there is a new document in this space, then send an e-mail to a specific email address.
  • Ms Office / Open Office & Google Docs Integration
  • Integration with LDAP, Active Directory Integration

Why Alfresco Indonesia?

  • Robust, web based document management system. Because it's web-based, no installation required when users want to access Alfresco.
  • Easy to Use. Alfresco is very user friendly which encourages users to more quickly adapt to our system.
  • Built by the people who invented the concept of document management. One of the founders of Alfresco is John Newton, senior of Dokumentum, the first content management applications on the market. John Newton has a lot of experience in dealing with content management projects for large-scale companies.
  • Open source, open standards. Alfresco open licensed, which means no need to buy to try it, and a company can not be bound by any single vendor, and unlimited users.
  • a lower deployment cost. Open source licenses owned by Alfresco does not require Licensee fee.
  • Adaptable to the needs that are often changed. Over time, the requirements of an enterprise content management systems, frequently changing. With open source licenses, allows Alfresco to anyone in the company's customized to meet current needs.
Alfresco's quality could be seen from several awards earned:
  • Gartner Magic Quadrant 2009 for Enterprise Content Management, positioned in Visionaries Quadrant
  • EContent 100 Awards
  • Audemars Piguet and the European Tech Tour Association: Alfresco the "Next Gem Award", award for best new company
  • Linux Magazine (2008), one of Top 20 Companies to Watch
  • Business Computing Magazine: Editor's Choice Award
  • InfoWorld Bossie Award: Best of Open Source in Enterprise Applications
Softbless is an implementation service provider for Alfresco in Indonesia, covers : installation, configuration, customization, training and support, make us your partner in implementing Alfresco. Please contact us here to get more information about Alfresco.

30 Jul

SugarCRM Releases Sugar-6

SugarCRM has just announced the release of their latest version, Sugar 6. With the release of this version, SugarCRM tries to make the CRM system easier and more flexible for their users. In fact, many users do not understand how to operate this system. The main reason lies in the complexity and the least experience of the users themselves. This release will give priority to enhancing the user experience by offering a cleaner system, equipped with new larger buttons and symbols that allow users to more operate this system easier and obtain the required information. Basically, this release is more aimed for CRM to be more flexible and comfortable fit with the needs of users than if the user spends a lot of time to understand the complexity of UI and everything in it. They have achieved this by focusing on a menu option that is easier to use. This new release also enables Sugar users can easily access the information through such social networking site Twitter, LindkedIn and other data sources through CRM. This makes SugarCRM more social than ever before. According to Clint Oram, deputy assistant director of production and the founder of SugarCRM, the focus of Sugar 6 located on the experience of its users. Among the changes to the latest version, there is a simpler design where the menu has been moved to the top. Menus located at the top of the page including a frequently used, and specific to SugarCRM Professional and Enterprise versions are supported by AJAX, that provides the user with a drop-down menu interface. All this reduces the number of clicks or keystrokes on Sugar 6. For example, in the previous version of Sugar 5.5, which was launched last year, doing a search is a complicated process. Now, Oram said, rather than bringing users to a separate screen as a whole, the system contained in the Global Search Sugar 6 offers an overlay with the search results. With this system, users can remain on screen that they're doing, and still can do a search to see other information without having to get out of the navigation system. The performance of search systems have also been optimized by Sugar 6 so that search results can be displayed more quickly.

7 Jul

Why Open Source CRM?

Although Open Source CRM (Customer Relationship Management) has existed since a few years ago, but still many companies are hesitant to try to use them. This is mostly due to the wrong perception of open source, such as that the open source systems are less powerful or less reliable than proprietary systems, also that open source does not provide support to the users. But Martin Schneider, Senior Director SugarCRM (one of Open Source CRM service provider) give different perspective, open source CRM now, is as reliable as proprietary systems, and price could be less expensive and give better results.

So what are the considerations for your company to use open source CRM? Here are some reasons.

Do More with Less . We exclude Community Edition from our , including SugarCRM Community Edition. Paid editions of Such as Professional SugarCRM and Enterprise Edition when compared to proprietary systems like Salesforce.com, SugarCRM Enterprise Edition is still less expensive significantly. Price $ 600 per user/year compared to $ 1,500 per user/year. With the same features, functions and support.

Professional Service Support. Commercial open source CRM, has the same support compared to proprietary systems, both online and by phone, depending on which services who you buy. There are also many online forums and message board where users can obtain free help and advice. For open source CRM Community Edition, there many vendors who provide support services.

Control and Modification. Because the open source CRM solutions using open standard, where the program code can be obtained by anyone, of course it'seasier to modify than proprietary CRM program. You can do the modifications by yourself without having to pay to another party.

User Friendly. Generally, internet users say that open source CRM is easier to use, this was due to more familiar interface. Open source CRM is generally put on a web-based interface, while proprietary use non web-based interface. The learning process will be faster and less time for training.

Better Integration. In general, the commercial open source CRM, can be integrates with Microsoft Outlook and other applications.

Highly Scalable. Unlike the proprietary solutions, you change scale/number of users in commercial open source CRM easily. Suppose we want to increase the number of users into several hundred more users will be more effective if we use open source CRM. To be more specific if this application operate in the cloud-based environment, where the cloud-based general use open source so the change/increase in scale to some degree canbe carried out without adding significant cost, because the price of hardware and storage media is relatively cheap and the software infrastructure is basically Free.

Run on any platform. Basically, open-source can work on platform or any application, meaning no hardware investment required nor new software.

Run on any devices. open source CRM solution can be accessed via PC, laptops or other mobile device with a connection to the internet. Freedom device usage is important, because it means the company can access their CRM programs on any device, without additional hardware or restrict usage only to multiple types of devices, Schneider reviewed.

Mobility Support. While in general CRM applications can be run on mobile devices, SugarCRM mobility with a higher priority launched the "Sugar 6" this summer. Sugar mobile applications can be obtained free for iPhone, Blackberry, Android, Microsoft Windows Mobile, even for any type of mobile phone. Why is this so important? Say for example you're a small businessman who has eight salesmen, eg Salesman A wearing the iPhone, B and C use the Blackberry, and others use HTC or even Motorola, with open source CRM they can remain use the same application with the same functionality, can access same database, without needing to change anything on their mobile phones. This means that employers do not need to purchase additional costs new cellular phone device, Ugrade programs, services or otherwise.

Rapid Fix and Patch . Provider of open source solutions in general can be more quickly in providing updates/patches from proprietary software company. So that error correction program and new features, can be more quickly released, and updates system can be done through the web simultaneously without disturbing the business process.

Reference: http://www.ecrmguide.com/article.php/3886511

5 Jul

Softbless Releases Bahasa Indonesia Language Pack for SugarCRM

Softbless
Release Indonesian Language Pack for SugarCRM
. It's tested with the latest stable version 5.5.4 SugarCRM
Community Edition. Please download and try it on your SugarCRM. This translation project can be viewed at http://www.sugarforge.org/projects/bhs-indonesia If you find bugs or want to give improvement to this translation please contact us at info@softbless.com or here
. Your contribution would be very appreciated.

21 May

We Welcome Our New Client - Rabobank

We are pleased to announce that Rabobank, have become our clients. Rabobank need a CRM system to improve services and relations with the Customer, and their choice fell on SugarCRM and we elected to become Rabobank vendor through selection process with several other vendors. SugarCRM for Rabobank requires a business process that is quite unique. CRM System, in this case : SugarCRM, originally designed for Business to Business (B2B). In B2B, their customers are companies or organizations, not individuals. While bank is B2B and B2C company. Through a long brainstorming session, we succeeded in formulating business processes to these needs, CRM System : SugarCRM for B2B and B2C.

15 May

CRM, for me or for the customers?

The salespersons and marketers often have different views on the CRM(Customer Relationship Management) system .

There are groups who say that the primary function of the CRM system is to help them manage marketing daily activities.

But there are other groups who argue that the system's main function is more to how we build relationships with customers/clients.

If we look at the text book on CRM, the core of the Customer Relationship Management (CRM) is to leverage relationships with customers/clients.

For example : regarding customer data sharing. For salespersons and marketers, customer data is a sensitive issue that they do not want to share to their other colleagues. Their reason: competition.

But on the other hand, the sharing of customer data to other sales and marketers, will increase enterprise service to customer/client.

If considered as a mere tool to help employee productivity, the concept of CRM is only limited to: 'Serving the customer is mine, do not need to bother the other customers in this company that is not my responsibility'.

Imagine if customer data can only be seen by one salesperson only. When the salesperson is absent, maybe because of illness, vacation, etc., and at that time his/her customer/client has some issues that can not be postponed, there will be a plenty of time wasted for customer to explain the issue from beginning, it also can reduce employee productivity .

So what to do?

First, the core spirit of CRM must be instilled to sales and marketers in the company. That the main goal to be achieved from the Customer Relationship Management is to improve the quality of relationships with the customers/clienst.

Second, to avoid unhealthy competition among salespersons or a marketers, company need to have right access settings for each user. For example each user can see the detail the customer, but to edit it or add an opportunity, must obtain approval of the user that 'owns' that customer/client. This right access setting is facilitated by SugarCRM
.

In SugarCRM , we can set the permissions level for each module for each user. Permission level varies from: see general information, edit, import, export, etc.

27 Mar

Customer Relationship Management (CRM) Principles

When it came the time to select the right Customer Relationshop Management (CRM)
for your business, it is important to understand all the benefits of an integrated CRM
system before starting the selection process.

CRM is more than just a product, CRM is a philosophy.

When your company decides to implement a CRM system, there are dramatic change related to customer commitment.

In CRM's main philosophy, customer is the main focus. When your business is viewed from the perspective of customer transactions at every level, you do not have other choice except to deliver a better experience for customers - which in turn increase their loyalty to your company.

Customers can be anywhere: customer / client, marketers, sales person, employees, and partners.

The word "customer" used to be defined easily. Understanding of the "customer" has now expanded include internal employees, and partners.

CRM is more than just a relationship management

Many companies have successfully used some form of CRM system and those CRM
systems may initially seem not much different from one another.

However, the CRM's ability is not just contact management. CRM
system contains more information about your customers. With CRM, marketers and sales persons have immediate access to all the information they need about the customer. Your sales persons can find more information other than contact information before they reach the customers, they can also evaluate the history of past sales, credit information and other financial data. They can even see the information about another company office and send a report to find out what you've orderedm the special price or previous agreements.

Overall, choose CRM if the marketers, sales person, and support department need  a complete and comprehensive picture and information of your customers to achieve success in their work. On the other hand, if your business only requires a glimpse information of its customers, and only has a low total cost of ownership, a contact management software may be a more appropriate choice.

Choice CRM solution that suit your needs

Some companies that sell CRM software might make you believe that you need to buy what they call the company's solutions include all the functionality required by the largest global companies. But for small companies or medium, this may mean paying more than necessary. In fact, the price of these systems are often too high that could not be reached by small and medium companies.

Another benefit of CRM solutions designed for growing companies to medium-sized is that the solutions are more easily implemented and can be directly used. Larger companies may have the time and resources spent to customize the system and integrate with their company. However, medium-sized companies want a CRM solution that they can get and run with ease, speed, and low cost.

SugarCRM is the perfect solution for companies of all sizes from small companies, medium, or large. With the flexibility of SugarCRM owned, existing functionality can be customized to fit the needs of companies with a larger scale.

Reference: http://www.bagooes.com/crm/76-crmrules.html