Si Chen

New Social API for opentaps CRM2

Want to know what your customers really think?  Then your CRM has to get social with them. The new opentaps CRM2 social API lets you record social interactions with any node of data in opentaps CRM2.  For example, you can record whether someone has viewed, liked, or voted thumbs up or down for your products, product categories, blog pages, newsletters, or anything… Read more →

Lessons from Building Small vs Big Business Software

This Twitter discussion with @TinaStewart made write something that’s been on my mind for a long time: and Do I ever! In fact, building small business and big business (or enterprise) software have very different challenges and require different skills, which I’ve seen first hand. Building Enterprise Software The key to building big business or enterprise software is customizations.  Large organizations have very… Read more →

Open Source Python and Ruby Scripts for Customizing CRM

The hardest thing about “enterprise software” is customizations.  It’s time consuming and expensive, and you’re limited by what the vendor allows you to customize.  Even when it’s open source, you’d have to study up on a big, complex piece of software. Not my idea of fun… …which is why we’re doing it completely differently with the new opentaps CRM2.  We’re keeping… Read more →

What’s the Right Size CRM for a Magento Store?

So your Magento e-commerce store has been growing — Congrats!   Are you also getting overwhelmed with customer questions and emails?   You added customer service reps, but customers end up talking to different reps and getting different answers.  Their requests are sometimes left hanging and even forgotten. Should you get a CRM? Not necessarily. If you’re running a consumer e-commerce business, most Customer Relationship Management (CRM)… Read more →

opentaps CRM2 Extension Released in Magento Connect

The opentaps CRM2 Extension for Magento is now available in Magento Connect: This extension is a simple widget (see the code on GitHub) that gives you the most useful features of a CRM system directly in Magento, without implementing a separate CRM.   You’ll be able to see all your team’s emails and discussions around your customers and sales orders, create… Read more →

opentaps CRM2 Mobile App 0.8.0 Released for Android and iOS

Happy holidays!  We’ve just released version 0.8 of opentaps CRM2 Mobile App for both Google Android and iOS App Store. This new version comes with some significant enhancements, including: Upload and share files for any note or task Tag your notes, activities, or tasks Link tags to orders, invoices, or other activities in your ERP or CRM system Find activities for… Read more →

How to Revolutionize Business Software By Making It Natural

This LinkedIn discussion on how to get people registering their customer interactions to CRM sums up the problem of business software today: Currently [a company has] a decent (good enough) CRM tool, but they are only using it to monitor opportunities, contracts etc. so as internal SFA and not much more. They are not registering their customer interactions (visits, calls) to this common tool. Their… Read more →