What are Reddit's favorite CRM Apps?

The hotel room shortage is so bad at Dreamforce this year that they booking people on a cruise ship that will be parked downtown for the duration of the event.

http://www.salesforce.com/dreamforce/DF15/dreamboat.jsp

So, this could be a blatant brag...but since it's open source and totally free I assume it's ok answer here. :)

I'm the founder of Mautic (Mautic is a full-on marketing automation platform just like Marketo, Eloqua, Pardot, Hubspot or Infusionsoft...but it's both downloadable or SaaS and completely opensource.) While we're a younger community - we've exploded on the scene and been getting tons of publicity (featured by betalist within a week of launching our beta, got discovered by Product Hunt within 4 days of launching and we trended for the day in the Top 10, and we were asked to attend Collision Conference as part of their elite START program).

I know it's a big commitment and we're in this for the long-haul. We understand the amount of energy that it will take and respect those that have already "drank the koolaid" - we're all about our community and we want to see you successful! We've got lots of great feedback from people and lots of people switching over from their previous paltforms. And a very active community both in the forums and in our public Slack chat (https://www.mautic.org/slack)

Definitely take a look and see if it's got what you need and reach out to people in the community if you get stuck or have questions - we would love to have you!

Try installing Hotjar on your site (the free version). Especially before you do your next paid FB promotion. Also, look into the free version of Drift to communicate with customers when they visit - they might have questions you weren't expecting.

PS also install Google analytics and Facebook Pixel so you can generate similar audiences.

1000 hits is great for just starting but you need to really hunker down and find out what your revenue driving channels are. It could be Instagram / Blog posts / Facebook (organic or paid) / adwords etc - but you'll never know until you start tracking it.

https://www.hotjar.com

https://www.drift.com

Hello S1mpel!

A warehouse management software is only one step... soon you want not only to know where your stock items are, but the value of the stock, manage stock moves, manage supplier invoices, shippings, customer invoices, ...

I don't know your specific business case of course, but have you considered doing one more step and moving to a full-blown ERP system? Of course, you start by using only the Inventory Management module at the beginning.

My recommandation would be to start looking at open source ERPs like Odoo - but there are many others on the market -, possibly check a few video tutorials on the tool to get an idea of its capabilities, and check with your colleagues if your company would be interested in investigating some time/money to implement such a solution.

Looks like Salesforce are already reacting by offering their customers additional modal clauses for data processing

http://www.salesforce.com/company/privacy/data-processing-addendum-faq.jsp?eid=singlesend&d=70130000000NIyh

Fint Mascha, men det hele er jo opstået fordi du ikke har styr på kundeservice. Hvis du havde benyttet eks. Intercom havde du blot sat et auto-svar op om at i modtager mange henvendelser og bede folk væbne sig med tålmodighed. Samtidigt kunne i appellere til folk tjekker det T&T nummer ud som i selvfølgelig automatisk sender til kunderne.

At du er røvutjekket har intet at gøre med om PostNord har travlt. Du skal bare lære at kommunikere. Det skulle man egentligt tro at du som influent kunne finde ud af.

Hi Friend! Vice President of Product and hiring manager here.

Look, when I ask someone at the entry level to do something like this here's what I'm looking for:

Can they put the user first? Yah we want a ticket booking mobile app, but what do we have to do to make this easier for our customers? Bonus points when you specify which kinds of users and articulate that some users are different from others. Are we trying to attract young users who are more mobile friendly? Do we need to cut costs but our only rider base is older folks, so we need an app that is easy for them to use?
Can you put together features in a coherent way that makes some sense as to what the minimum thing we'd need first? Yah sign in with Google is nice, but maybe we can cut that for an alpha to see if people will use it without that?
Can you identify key components that we absolutely need? Probably can't have an app without some kinda login, searching across schedules and a way to pay and use the app to board? I'm just making it up?
Can you break things into testable releases? What's the SMALLEST thing we could try first in a limited environment? Can you think about how trying this might impact our employees who aren't tech savvy?
How would you tell our folks about it? How would you tell the world about it? How would you get people using it?

FYI this is a good PRD template- I use a modified version of this with my team: https://www.aha.io/roadmapping/guide/requirements-management/what-is-a-good-product-requirements-document-template

I hope this helps you get started. Kudos to you for asking and good luck out there.

If you're relying on JavaScript package after package instead of just writing your own code a whole host of bad things can happen.

A. Size of your deployment balloons B. Duplicated packages to maintain compatibility C. You're using something that is already in base JavaScript now (solving a problem that was already solved) D. The package isn't maintained (or hasn't been for years)

Here's a good article I found highlighting some of the problems.

Also my own personal opinion is that you should know how to code a solution in standard JavaScript for a good chunk of the problems you encounter. That's not to say you should start a JavaScript project without a framework. You should, but from there you should be selective about what you need when it comes to libraries.

For new people, just start a project with Angular, React(technically not a framework), or VUE and then go from there and only add libraries as needed. Angular especially has a boat load of built in tools that will solve most of your problems. Add the most maintained and popular libraries for what you're going to be working with.

Doing lots of animations? Anime.js Doing tons of charts? D3.js Using tons of forms? Parsley.js (I'm sure there are others/alternatives I'm just listing the popular ones I know)

Libraries aren't bad and they make your life easier in a lot of cases if you're smart about it.

From Ken Norton's famous "How to hire a product manager" essay (https://www.kennorton.com/essays/productmanager.html ):

>Remember friend, nobody asked you to show up.

>Product management may be the one job that the organization would get along fine without (at least for a good while). Without engineers, nothing would get built. Without sales people, nothing is sold. Without designers, the product looks like crap. But in a world without PMs, everyone simply fills in the gap and goes on with their lives. It’s important to remember that - as a PM, you’re expendable. Now, in the long run great product management usually makes the difference between winning and losing, but you have to prove it.

And more about saying no as a PM - focused on product strategy, but obviously the more you take on your plate, the more stressful your life will be: https://www.intercom.com/blog/product-strategy-means-saying-no/

Page 3 on here has a chart: http://www.salesforce.com/assets/pdf/misc/BP_Admins.pdf

1-30 users: <1 full-time admin
31-74 users: 1+ full-time admin
75-149 users: 1 senior admin, 1 jr admin
140 - 499 users: 1 business analyst, 2-4 admins
500 - 750 users: 1-2 business analysts, 2-4 admins
750+: depends on a variety of factors

I'm the sole admin at around 80 users - those users are a mix of services and sales. Management has just started talking about the possibility of bringing on another admin but I don't think we are there yet (I still have capacity).

I moved a very small, very infrequently emailed list to it awhile back. In my day job I've used Mailchimp, ActiveCampaign, InfusionSoft, Constant Contact, and some others. Mailtrain is serviceable for very basic needs.

If you do a lot with Mailchimp's automations, analytics tracking, split testing, integrations, or visual email designer, than Mailtrain won't cut it.

If you have a small list that you email occasionally, maybe with some very small segmenting or automated responses, sure, Mailtrain will be fine. If you do need some more advanced features maybe look into Mautic.

So long as you understand what you're getting with Mailtrain I think it's decent for what it is. My biggest problem with it is that the subscription forms are not ready-made to be embedded in a website. That's how any other email provider works. Mailtrain wants you to send them to a separate signup page that contains the form, which is unacceptable for most use cases.

Otherwise, there are some quirks and lacking features (e.g. I want to see a contact's email activity on their contact record, but I can't), but it gets the job done.

At least one tech company does this every day, but you don't hear about it in the headlines.

Salesforce pioneered the 1-1-1 program -- 1% of revenue is returned to the community in the form of grants and charitable donation, 1% of employee time is paid volunteer time, and 1% of the company's product is offered to charitable organizations for free.

http://www.salesforce.com/company/salesforceorg/

This is, of course, on top of the jobs that they've created and the taxes generated from that wealth.

Salesforce takes the fucking cake

They're a software (SaaS) company with the slogan "no software"
They're cautious to remind you that other "cloud" offerings may in fact be false cloud > if you have to buy and manage hardware and software, what you’re looking at isn’t really cloud computing but a false cloud.
They're a step ahead. They've got social mobile cloud 2 > The latest innovations in cloud computing are making our business applications even more mobile and collaborative, similar to popular consumer apps like Facebook and Twitter... With Cloud 2, keeping up with your work is as easy as keeping up with your personal life on Facebook.

j'utilisais odoo à l'époque où je faisais du freelance, j'avais facture + compta + devis + crm. c'est un logiciel open-source qu'il faut installer sur un serveur mais tu peux trouver des hébergeurs gratos également si ça te dérange pas de partager ce genre de données avec une autre boîte

Not sure if we should try to transition into product management, but many do. My dad started as a software engineer in the 80’s and did that for awhile and that at some point he pivoted to becoming a product owner/manager and he’s been doing that since. The pay is comparable and the work is challenging in its own ways.

From my experience as a dev, at a high level, product managers gather requirements from customers and sort of decide what direction to take the product. They’ll prioritize requirements and bugs, provide clarity to developers regarding requirements, etc. One thing some product managers do that I think is often overlooked is train sales and customer support on the product and make sure they know how it’s supposed to work for when they need to sell or assist customers.

Here’s more info that may provide a better understanding than what my personal experience provides: https://www.aha.io/roadmapping/guide/product-management/what-is-the-role-of-a-product-manager

If you are trying to do a join query IE traverse down the tables, you need to do something liek this for the field you want as part of the fields you are querying.

> Customer__r.Name

What this means is __r is a lookup field and you are going into a different record. This will go from a child record to a parent record.

More documentation can be found here: http://www.salesforce.com/us/developer/docs/dbcom_soql_sosl/Content/sforce_api_calls_soql_relationships.htm

Salesforce.

CRM software. Basically the SA collected your email address and puts it into the platform alongside any relevant info (purchases, brief story, whaetver). They can then share that data throughout the entire organisation and use it to personalise any further communication they have with you, alongside setting themselves reminders to email you have a set period of time has elapsed (or to automate that email).

I work in marketing, so I'm a pessimist when it comes to stuff like this. It works though.

You could check out Odoo (formerly named OpenERP). My company is currently transitioning to it, so far so good. It would probably require some customization for your company, but that's true of every ERP.

That's only if you use their infrastructure. If you self-host, then its free:

> Self-Hosted

> ERPNext is open source and licenced under GNU GPL v3. It's free to use on your own server.

It's something I've wondered about as well. I think for the foreseeable future there will be a need for sales execs who handle enterprise and larger deals because of the complexity involved in shepherding large purchases, the need for custom workflows in large organizations, and the desire for large customers to have a dedicated point of contact/advocate within their vendors.

But with the rise of things like product lead growth and cloud marketplaces I could see a decline in the number of SMB and mid-market roles. Why pay a sales person when users can discover, test, and buy the product on their own? That's essentially the model Atlassian has taken: https://www.intercom.com/blog/podcasts/scale-how-atlassian-built-a-20-billion-dollar-company-with-no-sales-team/

Like /u/DharmaPolice and /u/alinroc said, a pre-built SAAS solution may be more beneficial. Have you tried asking the folks over at /r/smallbusiness or /r/Entrepreneur how they do inventory management?

I saw odoo suggested somewhere and I found their pricing page [it's doing some weird geolocation locking to me, I'm not in the US].

> Bolt something onto the back of it that gives you a more capable print server.

OpenERP (now Odoo) does this now. You hook a Raspberry Pi up to the printer and it turns it into a print server.

I genuinely don't understand why more POSes don't do something like this (or, if you're going to do serial or ethernet "dumb printers", why they aren't being driven by some back-office server that the iPad talks to or something).

Hopefully, he is using an open source ERP, if not, tell him to switch to one such as ERPNext which is entirely free and open source. It's developers are Indians who work out from Mumbai.

Io per la compilazione di alcuni documenti ho creato un programma in .Net che si appoggia su un database access facendomi risparmiare circa 5 minuti ogni documento.
Ovviamente devi avere familiarità con il linguaggio e capire fino a che punto puoi automatizzare. Per quanto riguarda fatture, gestione clienti ecc. ti consiglio ERPNext, è opensource e se hai esperienza con sistemi *nix puoi installartelo su una macchina che hai in ufficio (l'installazione non è proprio così semplice ma viene ripagata del tutto)

Time tracking: toggl Looks like it works with Jira and a few other dev project management websites

CRM: huge fan of streak, integrates nicely in gmail and lots of different use cases handled from scratch. Using it only for its CRM parts so can't comment on the helpdesk and other todos pipeline they propose. Huge plus: email snoozing. Does that thing Boomerang does according to your list, and has templates for helpdesk as well. Allows to share pipelines with other people (therefore all emails and comments and so forth along). Just great and free as long as you refer them.

Thanks for the list, on my way to check out the launch tool you're mentionning!

No, not just Answers...though a lot of the top Answer's are MVP's.

It is a lot of people that are very active anywhere in the Salesforce ecosystem. That means Success site, StackExchage, LinkedIn, Blogs, etc... Think of people that want to help others and give a lot to help others.

There is no hard rules on becoming a MVP. You should be active for awhile and not just a short time. Loving Salesforce and being an evangelist is important, of course.

This page will give a high level overview - http://www.salesforce.com/mvp/

If you have specific questions AMA.

5 Year Sys Admin Here, 5 more as a user.

First, create a Dev org account. Recognize that "Developer" to Salesforce can mean point and click (Declarative) and Code (Programmatic). Do not shy away from the word "Developer" because you think it's an advanced area. https://developer.salesforce.com/signup
Then read and do the exercises in Force.com Fundamentals. You learn a ton from doing. Take notes as you go. http://www.salesforce.com/us/developer/docs/fundamentals/salesforce_creating_on_demand_apps.pdf
After that, find some Pro Profs exams. Ignore the answers, focus on the questions. Don't know something? Write down the topic and then look it up on Salesforce help. Take notes on that topic.
Every time you read anything about Salesforce, whether it be Fundamentals, developer handbook, or Salesforce Help topics, TAKE NOTES! Writing this stuff down helps burn it into your brain.
Pay special attention to the limitations of everything.
FYI - Certified Admin, Advanced Admin, Developer, and Sales Cloud Consultant have a lot of overlapping topics.
To answer your last question: If you aren't certified, you have very little chance of being hired anywhere. Years ago, sure, but not now. Your competition is getting certified.

Which workbook? They have a boatload. I've said this before in this sub, but what you need to do first is take the 8-12 hours required to go through the Force.com Platform Fundamentals.. It's a 400-page PDF that is 100% exercise-based, and builds on itself from start to finish. You can do it in a dev org and if you go through it you will fully "get" Salesforce. It's a perfect foundation point to build on, and it's free. Do that, then seek other resources to expand on what you get from the Fundamentals.

The one thing it WON'T go into a great deal of detail about is actual CRM functionality. You need at least a working knowledge of leads, lead conversion, opportunities, products, queues, leads, etc. as they relate to Customer Relationship Management.

The biggest problem with a dev org is that it's very difficult to experiment with security. You only get two users, and one has to be your admin, so if you want to experiment with different roles, profiles, sharing rules, permission sets, etc (which is a HUGE part of the platform), you're going to be editing and saving one of your two users a bunch to be able to see the effects.

Salesforce has a shitload of great documentation for free. Get a two monitor setup if you don't have one already, and go through the PDFs they have that way.

They have lots of questions that are "pick the best 2 out of 5", and there is no partial scoring. The questions cover the breadth of the application (except for VisualForce/Apex/Programming stuff), and so there's a lot. The more familiar you can get with the app itself the better off you'll be, because then you can make the most of process of elimination/following logic when answering any questions you don't know the answer to.

Great! Thanks for sharing. I've been using Hotjar for a while. Thanks to their video recording I found out our Optimizely caused some sort of bug that broke our main lead form for Internet Explorer users. Could have been a while before we figured that one out via Analytics. Damn.

Also interesting are these from Intercom: https://www.intercom.com/books

Opensource ERP on olemassa (tai varmaan useampikin), tähän kun olisi valmis "avaimet käteen asennuspaketti" ja integraatiot valtion suuntaan valmiina, niin oltaisiin aika pitkällä: https://www.odoo.com/

Вот еще тема. Огромные мегабабки уходят врагу фирме 1с. В итоге бабки уходят, а спецы кроме корявого внутреннего языка 1с больше ничего не знаю. Неужели нельзя напрячься и сделать своё? Например https://www.odoo.com/. Открытый проект намного дешевле. В итоге разработчик становится профи еще и в Python. Тут есть уже готовые наработки. Я думаю девиз "Откажись от русского софта" дополнительно подогреет спрос. В Украине до сих пор нет партнёров. https://www.odoo.com/partners В Казахстане скоро появятся :)

Depends on your purpose. Everyone here is saying "oh go grab access, a general purpose database tool with no structure".

I mean, you could, and you might get slightly more efficient referencing out of it, but it's clunky and not scalable and probably unnnecessary.

You get two nice things out of a database that you don't get out of excel:

Transactional interface (aka: many people can use it at the same time, and that usage is trackable)
Far more efficient relational searching (aka: if I search for "job this" involving "person that" who had a tea party with "this guy", it takes excel 30 years while taking a database 3 seconds).

Granted, this is all based on scale. If you have a spreadsheet with data for 3000 people, you don't even need to bother. If you have a database with 3,000,000 people, then yeah, get a goddamn database.

Even then though, you don't need to use generic database software. Generally if you're structuring your own database and you're not a DBA or developer, you're 20 steps too far into reinventing the wheel. Also, almost every developer in existence cuts their teeth on database functions, so there are a ton of useful open source projects involving database stuff.

90% of people here are probably looking for a CRM (customer relationship manager). There are tons out there.

I generally recommend erpnext, which is overkill for most people, but is also very user friendly and you can conveniently ignore the extra functionality (accounting, inventory management, invoicing, etc.) that yo udon't need. The nice thing about it is when you do need it, it's there.

There's probably like 50 other CRM/ERP programs I could say are at least functional, but I like that one, so that's what I use.

No, that's more like project management or technical program management.

You can read a bit more on a PM role here: https://www.aha.io/roadmapping/guide/product-management/what-is-the-role-of-a-product-manager

Awww. Trust me you are not alone. Spent almost 4 years in the industry now and still at times I Google what's product marketing.

It may not be a new role but people around may get carried away and not understand what PMMs bring to the table.

You can ensure your best when you split responsibilities between demand-gen, marketing ops, content marketing and other related teams.

I'm gonna link a video below that may help you in letting the scope of your work sink in your personality.

Link to the video

Also suggest you to keep skimming the blogs on Drift's blog. Their Marketing Manifesto would be a good place to start.

Drift Manifesto

Guys at drift have a good collection of articles on different aspects of Product Marketing.

The more you understand your role the better you will be in a position to draw clear boundaries with your management, else like in my case you may endup finding yourself crushed under the weight of unrealistic and unreasonable expectations.

Hope this helps.

Cheers..❤

There's a lot of jobs in IT that often don't require a specific degree (or even a degree), and only need an understanding of coding, databases etc., in order to communicate with developers more effectively. If you can actually code a little, even better.

Here'a short overview and here's a longer list. Research the heck out of them and if you see something that sounds interesting, research some more.

In the meanwhile keep honing your JS & database skills with the many free courses/tutorials on YouTube. You never know just who or what might exactly click for you.

Again, it's not about becoming a programmer, it's about developing a general understanding for the field, which will give you an edge, when you apply for the above mentioned jobs.

A lot of them just need a good understanding of UI/UX and an ability to make small frontend corrections, and they are home office positions, great for introverts.

Unfortunately, you're mistaken. The transition exam is $100 and will only give you the Platform App Builder certification; this is essentially the "new" 401 (i.e. declarative development). The only way you can transition into Platform Dev I is if you have your 501 certification. If OP is going for a true dev cert, the Platform Developer I (and eventually II) is the one worth getting. In order to get that, you have to pass the full exam.

401 transition: http://www.salesforce.com/campaigns/success-services/certified-force-developers.jsp 501 transition: http://www.salesforce.com/campaigns/success-services/advanced-force-developer-certification.jsp

I f*cked up, it was Honeywell's distributed heating systems in the homes and businesses which is the case study. Of especial note to those organisations in hospitality who require heating maintenance. Again via Salesforce.

http://www.salesforce.com/customers/stories/honeywell.jsp

The gist of it is:

Honeywell has intelligent units which can communicate back-to-base
If there is an error or outage, this is flagged as a ticket within a system
The customer services team rank / manage and distribute options to a first Service tier, which can either be a distributor or a local contractor
Contractor then goes in and services the unit, logging everything through a custom app
If issues are experienced during services, the app can be hooked up to the device camera so a remote tech can diagnose and inform of service options.

What's interesting about this method is that it's people-free, the devices handle their own outages and the servicing happens without an intervention. I guess where I thought this could be applicable is in the TV part but there's going to have to be an account manager or site manager for nearly each of the hotels or regions. Agree pretty much with /u/sendmorewhisky above.

I'm sure you are on either Professional or Enterprise Edition - very very likely Enterprise. http://www.salesforce.com/ap/crm/editions-pricing.jsp

Focus on learning Reports - help.salesforce.com is a great resource for basically everything. If you have paid support, that unlocks ton of tutorials and learning guides.

I'm not sure where you are located but if you are brand new to Salesforce I would recommend trying to get out to Dreamforce (their annual user conference) that will take place in Mid-October

SOQL is bascially like SQL but without any of the powerful abilities. On the bright side Salesforce has plenty of comprehensive tutorials. I's start by going here: http://www.salesforce.com/us/developer/docs/dbcom_soql_sosl/index_Left.htm#CSHID=sforce_api_calls_soql_select.htm|StartTopic=Content%2Fsforce_api_calls_soql_select.htm|SkinName=webhelp

To start with, for some reason instead of using "TOP X" syntax you put "LIMIT X" at the end. You can't alias anything or perform any kind of math or concatenation in the query. If you need anything "fancy" done it has to be in a custom field on the object that has the formula in it. You can select date ranges like "CreatedDate = LAST_WEEK" which is handy. You can't join, but you can sub-query tables that have established relationships. Custom Fields are always suffixed with "c" (two underscores and c) and custom relationships are always suffixed with "r" (two underscores and r).

Generally SOQL is a basic record selection sub-language and if you want to do anything fancy like rolling sums you have to do it in an APEX loop.

But you can pull some cool stunts like this:

SELECT Id, Name, (SELECT Id, Name FROM Billing_Contacts__r) FROM Account WHERE CreatedDate = YESTERDAY.

In this case if Contacts has a custom relationship in Accounts as a parent you can query the object and related fields in that relationship. If you find any of this useful can see if I can share some of my favorite bookmarks to guides that cover the major bases.

May I suggest a different approach?

I think the drawback of the DSL you describe is that in trying to abstract out the differences between SQL servers, you lose the ability to use server specific features which are often the most interesting ones.

What I would like to see is support for easily creating SQL queries and working with parameters and results. This would work without abstraction layer, i.e. the DSL maps 1:1 to a database specific SQL. You loose database portability, but that's not something I value as I usually don't switch implementation. But I get full control over queries and I can use all advanced features that are specific to the current implementation.

This approach is taken by the salesforce.com Apex language. It allows you to embed SQL queries straight into the language, if you put them between square brackets. The query can refer to Apex variables directly from the query. Of all the ways I've worked with SQL (ORM, DSL and straight SQL query strings), this has been the most productive for me. See a link here:

http://www.salesforce.com/us/developer/docs/apexcode/Content/langCon_apex_SOQL.htm

I'm not familiar with the Rust macro system, but is it possible to automatically stringify tokens so that I could write:

sql!(select * from table where id > :foo)

where :foo is a Rust variable, and it would create a query string for me and execute it?

Salesforce has significant runtime support for determining argument and return types. I think it actually parses the SQL because it can give errors at compile time if e.g. you allocate the result of "select * from account" to a "person". Not sure how feasible this would be if you have to support > 1 database.

Go through the Force.com Platform Fundamentals.. It's a 400-ish page PDF that is essentially one long, very well-written exercise, that you can do in a developer edition organization. It's not technical documentation. It's step-by-step exercises that you follow that explains as you go. It covers EVERYTHING about declarative app development in Salesforce, in addition to reporting and analytics. I can't believe the resource is free. If you take your time with it, you'll learn just as much as you would in the ADM201 course (and a lot of great stuff that you wouldn't). Just have it up on one monitor/computer while you do the steps in a developer org on another. It's maybe 80% of what is on the test, learned by doing.

What is NOT covered is the standard CRM stuff, understanding leads and conversion and opportunities and quotas and sales teams.

Also, if you're a nonprofit (probably not, but just in case you are), all the Salesforce classes are 50% off... so call them if that's the case. But seriously, do the fundamentals book. It'll take you probably 10-12 hours to do the whole thing, and you will LEARN Salesforce in the process, and it's free. Nothing better in your price range.

True. There are a lot of devs who can't discern good from bad design. And that's totally normal. The fact that you can do it is a definite bonus.

But be wary of the dribblization of design - yes it's a thing.

Product design is about making thigs work better, not just look nicer.

And sometimes, an "uglier" design will perform better than a "pretty" one because it's more functional. The majority of design on Dribbble is not functional. It's fantasy projects that haven't seen the light of day, and could never be executed as designed with the constrains of real life technology/content/product imaging etc.

I just read this a week ago and it might help you:
There are three stories you should know cold:

why your company exists
why you work there
what you’ve learned from customers your company has helped.

I find the "Contact Us" options a bit inconvenient and it might slow down your business. You need a clearer call to action, and giant text at the top of the page isn't the best place. Ideally all three contact methods should be easily found in a few places. I highly recommend installing Intercom to talk to customers and relying on that instead.

It'll also likely need SSL certification if users are communicating with the site owner. This is a good choice for SSL and web application-level security.

Also, what about providing useful content, such as links to companies that do delivery so users can view their menus? I know it would be extensive, but useful, and might be a good way to establish partnerships in the future.

Pretty sure most of these needs can be covered by Odoo, you can take a look at the video courses that are available on odoo's website https://www.odoo.com/slides/all and see for each domain if it actually fulfills your needs. You can try to tinker around with odoo yourself at https://www.odoo.com/trial , see if you can manage to implement at least some flows before you take the plunge. If you feel like you can cover most of your business needs after that but still have some uncertainties about specific points, feel free to contact Odoo directly or a local partner to discuss your business needs more in detail. While every situation is unique, what you describe should definitely be doable within odoo.

No, just don't, use the cloud for this.

Having worked as manufacturing IT back in the old days before cloud services were a thing, the risk of on-site server failure is far higher than you think. This isn't 2000s anymore.

There's good hosted ERP software out there. Look into something like Odoo.

https://www.odoo.com/ altough its so much more than accounting itself. It's an open source ERP that can be customized to your specific needs. Granted it takes a big initial effort to get it up and running configured to your specific needs.

You could setup a wiki in minutes, but I think you're looking for an ERP instead. There are a number of free (as in beer) open source solutions. I recommend you try their demos before settling on one.

For example : https://www.odoo.com/

For manufacturing, Odoo wins as it has dedicated modules for manufacturing and has more comprehensive modules for other areas of operations (for example warehouse management).

As far as customization - these apps are not at all like django or flask. They have comprehensive developer APIs. You are quite limited to what you can customize as you are working in a restricted sandbox.

In terms of learning curve - erpnext has a more loosely coupled API (frappe) which you can use to build custom modules; it is a lot easier to get started with. Odoo (as it has a longer history) has a steeper learning curve, but the rewards are plentiful as you have the ability to map almost any business process into the system.

Frappe (API framework for erpnext) has a more modern layout - integration is done with standard Python modules that are bootstrapped using their own toolkit (called bench). It also uses Jinja which you would be familiar with if you are a Flask user.

Documentation - Odoo has very comprehensive and detailed documentation covering every aspect of the considerable framework. Frappe/Erpnext is severely lacking in documentation; just have a look at their models api documentation.

It seems that there is no more 2 users for free in the SaaS Odoo offer. Free users that already had an account will still benefit from it but new users have only a trial period.

See this thread : https://www.odoo.com/fr_FR/groups/community-59/community-13162724?mode=thread&date_begin=&date_end=

And the founder answer : https://www.odoo.com/fr_FR/groups/community-59/community-13171402?mode=&date_begin=&date_end=

Odoo has modules for almost anything. Haven't tried it myself, but I will soon. You'll just have to customise it to fit your own needs, but it looks like you'll be able to do almost anything with it.

Ok so next I would say look into ERPNext. I believe they are an Indian team so the product may be focused on that side of the world. I know there is a docker image you can mess around with but I have never installed it. They do seem to have stock management but I don't know what you need nor am I familiar enough with their product to be helpful.

Good luck

There are some simple tools you can use, MS Project is not really appropriate, especially if you have to buy it.

You can start with Trello, this is free and is often used by small teams. I can recommend it for one team setups.

I have also used https://taiga.io/ this is a pretty good tool as well.

If you use Gitlab or Github cloud, then you can also use their project boards which are perfectly fine for single teams as well.

If you need to manage lots of tasks and different teams, then JIRA is really the best product hands down. if you have a low amount of users, then it is pretty cheap for the cloud version.

I use Taiga (https://taiga.io/) - it's more for design / development projects but I find it very slick and user friendly. Their cloud version is free to use for public projects, the full source is published to GitHub and there's some Docker containers that are quite usable.

Apparently pseudo-stickies can be implemented through CSS (or "announcement bars"). It could be a way to keep everything within this subreddit.

As I told /u/iamthatis I'm testing Taiga out of curiosity which seems to be rather user friendly but I'm definitely no expert so it could very well actually suck. lol!

I know it's late. But I just got the same request. And I am 99% convinced it's a scam.

They contacted my client first, a woman called Joice (from a Philippines number, not registered as an official google support number) talked with my client and asked a few safe questions and said a special team will contact their web developer(me).

Scam alarm at 50%

Later they sent me a letter for a google hangout meetup from the email address mentioned above and then rang me at an agreed time. After a few back and forth they asked to confirm my adword id. I declined and asked them if they could verify they are real google employees or actually working for Google.

Scam Alarm at 90%

In the CC header, there was an email joice****@google.com. They asked me to email her to confirm all that. I sent her an email. and got back a reply from the `web-implementation-support-***@google.com` not from joice****@google.com, although acting like it was her. The reply email looks very similar to regular google support emails, in addition, the writing had mistakes and typos.

Scam Alarm at 99%

Technically you can create a google group with any name you want. e.g. [email protected] and use it as a sender.

Header `X-mail_abuse_inquiries: http://www.salesforce.com/company/abuse.jsp ` is normally used by Google, but I didn't see any of their third-party vendors using it. Also, it is used a lot for phishing attacks to trick you.

If it is real google, then they did a very bad job to make it look legit. This is one of the reasons why big companies don't do such things, like ringing you out of blue and offering to tweak your site and Adwords, It's really hard to not expose yourself to being copied and abused.

Be safe

Streak is the one I use myself because I need to store some extra details about my clients. It's also a full on CRM that integrates with Gmail where I have my company emails and sorts out some other stuff. See more here: https://www.streak.com/

It might make sense to develop this as a Chrome extension, using JavaScript. You could think of it like a plugin for Gmail, which extends the Gmail website with additional features. Look up some existing Gmail extensions to see if they already do what you want. For example: Streak.

I’m curious to hear what others are using for micro/small business. From my limited experience, Pipedrive is very nice, but geared towards the sales process. If you require a different information post-sale, I’m not sure Pipedrive has the ability to separate the information….again, I’m haven’t taken a deep dive, so I could be completely incorrect, and if so, please let me know.

If you're using Google apps (gmail), then there's also Streak (https://www.streak.com/) which lives inside of gmail.

Also, I’m not sure how any of them handle secure document storage, particularly anything that may come close to HIPAA. For most people, this isn’t a big deal, but I would love to hear if people run into this issue and how they handle it within a CRM. Again, if your a Google apps user, you can sign a BAA at no cost, but I still don't know if the CRM will store attachments in google drive....no experience here, just wondering out loud.

For something really simple, you can checkout Streak. That's if you're using gmail. It adds CRM and workflow functions to your web client.

It's simple out of the box, and very customisable, so you can do with it what you want.

Company: Streak.com + inboxSDK.com

Job: Lead Mobile Engineer

Location: San Francisco, CA

Allows remote: No

URL: https://www.streak.com/careers

VISA: No

Quick pitch: Start and grow the mobile team here at Streak. We're founded and led by engineers and still <10 employees, so you'll have autonomy to build for a big user base that love us. Plus we build neat projects like inboxSDK.com - PM me to chat, or drop a note to

A tool that I use for my emails, Steak is Customer Relationship Management System (CRM) that I provides several useful tools for working with gmail.

Website: https://www.streak.com/

Chrome extension: https://chrome.google.com/webstore/detail/streak-for-gmail/pnnfemgpilpdaojpnkjdgfgbnnjojfik?hl=en-US

Some of the benefits include:

Mail Merge

You can upload a list and mailmerge directly from GMAIL.

Snooze Emails

Snooze an email before you send to create an automatic follow up reminder. Easily bring emails back to your inbox if you haven’t heard from them recently.

Snippets

speed up sending repetitive emails with custom templates (this is like the textie program we had on the f drive to allow us to expand shortcuts).

Send Later

schedule those crucial emails for the times when they'll have the most impact
simple management all from within Gmail

Email Tracking

get notified when your emails get read
see if, when and how many times your email was opened

Yep... As you compose or respond to a mail. You will see Save Template and Use Template on the right hand side. Once these are loaded you can whizz through lots of them either as first contact or the next stages. I have a few set up as I drip what I want out of them stage by stage rather than asking all in one sitting and overwhelming them. I use bullet points and numbering to make it easy to respond in line.

Streak is great, I use it to manage leads and sales cycle on my other businesses. I have now added it for China contact and link the stages as first contact, yes, no and quoting - I have a column where I can see the unit price.

Once I have whittled it down I will move the thread over to my inbox and manage using Streak. I can also send delayed messages so I don't look too keen or get it to land in the top of there inbox as they arrive in so I am priority.

https://www.streak.com/

as far as booking gigs, what you need to do is have a system and be organized. You can pretty much do it mostly with emails. I use Streak to track my bookings.

You need some decent content online to send to people, and then track your communications with them, so you send them a little blurb about who you are and what you do, your 2 or 3 best musical examples (bonus points if you can get live video where the venue is well-attended).

Follow-up is the key - schedule a follow up within a week to ask them if they have had a chance to check out your stuff, and ASK for a gig/date. Recommend some dates you're looking to book. But you have to ask them for it, don't just say something like 'if you'd like to book me, let me know'. You need to say "do you have any open dates coming up in XX month we can book for a gig?" or something like that. If after a couple follow up emails you still haven't heard back, call them. If you haven't heard "no", keep asking.

To find the person who books music acts, call the venue, go on their website, ask other people you know who have gigged there.

Print up a bunch of posters with a blank spot where someone can fill in a date/time, and send those out to venues a month before your show. eprintfast is a very good source of cheap printed material.

Another vote for Streak ( https://www.streak.com/ )! It also allows you to do some basic calculations and formulas. If you are google-heavy (always having a tab dedicated to Gmail) then this is perfect for you - I remember reading that they had an iOS app as well[1] but I haven't checked that out yet.

[1] http://techcrunch.com/2013/08/07/streaks-new-iphone-app-is-a-crm-service-with-gmail-baked-in/

Does "compounds internally" mean IRR or CAGR or either?

https://www.drift.com/blog/what-is-hypergrowth/

The above link describes 20% as "rapid growth", and 40% and above as "hyper-growth". Would we characterize either stripe or Starlink as merely rapid? Not to say that the above link is definitive anything.

There should be plenty of basic admin sessions, just search through them here. Also if a session that you really want is full, don't wait in the long line of people who couldn't sign up just show up like 10 minutes late, it's worked for me in the past.
I know you're a new admin but they usually have some sessions for "advancing your career" kind of stuff. You should always be thinking of where you go next.
Pay attention to where your sessions are. Some locations are a 15-20 minute walk apart so don't set yourself up for back to back sessions that you can't get to.
Don't completely pack your days. There is a ton of other things to do at Dreamforce, things like Keynotes, to spending time on the conference floor talking to vendors (and collecting swag), random bands playing, and vendor sponsored lunches.
Leave room in your bag for the aforementioned swag. Last year i came home with like 12 t-shirts, 3 pairs of headphones, a bunch of chachkis, a quadcopter (yes really) and of course the annual Dreamforce backpack.
Someone has probably made an app for finding/registering for the vendor parties. Find it and have some fun at night.
Wear comfy shoes, you will be walking a lot.
Have fun.

There are two tracks of certification: admin and dev. If you are looking to sharpen user skills, there are some end-user training classes, but they don't give you any type of certification:

http://www.salesforce.com/services-training/training_certification/training.jsp#end

You can do everything you are describing with Apex.

For the scheduling, you will need to implement the Scheduleable interface. http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_scheduler.htm

Here's an article on sending outbound emails. Example code at the bottom. https://www.salesforce.com/us/developer/docs/apexcode/Content/apex_forcecom_email_outbound.htm

All that remains is to figure out your queries. Sounds like there may be some challenges there. You may need to add custom fields that function as flags so you can query then easily and avoid counting them multiple times. What I mean is if you were planning to use LastModifiedDate as a key part of your query, you might be include the same record again and again as it is updated by users. In these situations you could use a datetime field and have a workflow set it when whatever condition you are looking for is met.

Reiterating what brookesy2 said: HUGE help to have a contact on the inside. Don't have one? Stalk the Salesforce Events lineup and go to an event in your area. Atlanta should have at least a couple during the year.

Salesforce Events!

Salesforce.com is an online cloud-based customer resource management (CRM) platform. It's pretty huge and, while I know it isn't used everywhere, I've never worked at a company whose marketing and sales teams didn't use Salesforce.

Salesforce.com has information about their online training options.

On a similar note, hubspot.com offers a free "inbound marketing" certificate that includes training in how to use their marketing automation platform. If you have any interest in doing sales or marketing, it's worth getting the certificate and HubSpot's platform is not super distinct from any other email marketing automation platform I've ever used. Definitely helpful if you're looking for work in marketing that isn't direct-sales scammy shit.

As pflaumen said, you learn better by doing than reading, so I would suggest getting started with the workbooks. And this force.com workbook does exactly that - takes you through the basic stuff in a structured way (which I think is very important while trying to pick something up new). You can go at your own pace, and come back to it after a break and pick up exactly where you left off.

After being a power user for a few years, I've moved into consulting, and the workbooks along with other free resources online is what helped me make the transition.

Good luck, and welcome to the community!

While this does not answer your question directly you might want to look into the "Intercom on X" ebook series which is 100% free.

Given that you're looking for knowledge around SaaS marketing you'll find "Intercom on Marketing" useful (https://www.intercom.com/resources/books/intercom-marketing).

It's been around for a few years now but basically the entire industry has caught on, at least in B2B SaaS.

Intercom used to actually champion this style but recently switched to a new style (minimalistic with on-page animations), likely to help differentiate themselves from the saturation of this style in the software market.

Don't be surprised if you notice more major SaaS websites moving away from this and exploring new illustration styles in 2020.

> It's not hard to not conflict with your own CSS

I think you may be misunderstanding the use-case. The iframe solution is not for avoiding conflicts in your own CSS. It's to prevent style bleed through when embedding your app in someone else's site.

My comment above was just demonstrating that even !important can't prevent that bleed through. You need encapsulation that only a separate dom can provide. Look at any embedded widget (e.g. https://www.intercom.com/) — they use iframes for exactly this reason.

There is a great free book on what to factor in when deciding how to setup support at a startup by the folks at Intercom -

https://www.intercom.com/books/customer-support

I am not affiliated with them at all, just found it a well formulated book. And they offer support services. I have not used them, but they look better than zendesk.

And don't get zendesk. I found it complicated.

Check out EspoCRM. It's an open-source solution that can satisfy your needs. With the workflow feature, you will be able to automate the email sending for the anniversaries and b-day emails as well. It can also be integrated with your mailbox, Google contacts and calendar, Mailchimp, etc.

Have a look a odoo website. They have a online calculator for the typical wage range you should expect depending on your own resume.

https://www.odoo.com/app/recruitment

I’m not working there but I stumbled on that wage calculator and I found it nifty :-)

You want to be a follower of new stock.inventory. That should do it, right?

There's this one too:

https://www.odoo.com/forum/help-1/automatically-add-follower-to-sales-order-if-user-s-is-a-follower-of-the-contact-odoo-10-140978

So you have a radio button to select retail/wholesale... That's a typical use-case.

Check the various @api.onchange() in the SaleOrder class, those are called when you change the matching value in the interface. You'll need to add one to react to your new field.

You'll see that communication if you look at the network tab when you inspect the page in the browser. There's a nice video for that from the last Odoo Experience.

You can have a look at the documentation:
https://www.odoo.com/documentation/14.0/reference/cmdline.html#configuration-file
You can use the following setting in your config file:
list_db=True

Don't forget to specify the db name.

If you launch it with a command line, odoo-bin --help is your friend:

Security-related options:

--no-database-list Disable the ability to obtain or view the list of

databases. Also disable access to the database manager

and selector, so be sure to set a proper --database

parameter first

1- A customer location is a virtual location. If you ship products, stock will then be positive at customer location. Remember that every stock transfer in Odoo is a move between location A and location B. Location may or may not be virtual.

2- Updating qty on hand is equal to making an inventory adjustment. You don't do it from the same place, but it's the same action in Odoo.

3- To create a hierarchy of views.

4- No

5- Source loc = Stock, destination location = inventory adjustment location (set on the product). Qty = 1

6- On the product category

7- Yes, see point 2

8- MTO takes from stock and then re-supply starting from V13. Berfore V13 it would have been a PO for 50 units. Now it is a PO for 30 units.

MTO > take from stock if you have, otherwise, re-supply the needed units, not more.

9- FIFO

10- https://www.odoo.com/documentation/user/11.0/fr/manufacturing/management/bill_configuration.html#adding-byproducts-to-a-bom

11- When the MO is confirmed. Actually a MO is composed of 2 transfers of stock, one for the FG, one for the components

12- It depends on the settings you put on the quality control

13- no idea

14- What do you mean by validated? Is it finished? If yes, then no. If not finished yet, you can update produced units / consumed units (if bom is flexible)

15- Why would you even do that?

16- nope

17- yes

18- don't remember exactly

19- no idea

And I'm gonna stop here because it clearly seems like you are trying to pass the certification.
If you need a training, contact me by PM, and I'll be glad to sell you a pack.

Hi, Odoo Community doesn't have Documents as a standard app so no you can't use the spreadsheet function.

You can compare the editions here: https://www.odoo.com/page/editions

> Can Odoo be used as Transactions Reconciliation tool?

Definitely and with the Odoo CE u will be able to automate it using xml-rpc.

Furthermore, there are people making money with FOSS programming... Thinks of canonical (developer of ubuntu) and other linux bistro offering support, think of a company like the small Belgian Odoo making a bunch of custom open source programs for people/company who don't have the intel... And still they make plenty of money while it's fully open source.

Ok - so too many for most of the free options. They normally cap out at 200-250.

https://www.odoo.com/ - has a free Inventory Module so long as that's the only module you use.

Indeed, a bad upgrade could be the cause. Can you repeat the error outside of Docker ?

As for cleaning the database, I'm a Client Solutions Developer and not part of the upgrade team, so I'm afraid this is a bit out of my area of expertise :p

I'd first check if all your custom modules are compatible with 11 (I see some of them come from the App Store, they aren't always upgraded for "new" versions).

Then what I'd do is try to create a fresh DB (no need to register it or anything, it'll expire after 30 days if it's Enterprise and you can delete it whenever) and install all your add-ons on it (Community, Enterprise and Custom), then try to reproduce the flow that lead to your traceback.
If you get it on a clean DB, you'll know the issue is somewhere in your code. If not, the issue comes from the DB.

As for how the upgrade was done, if you used the OCA scripts, it may not cover everything (I believe they only cover the Community modules). If the migration was done by a partner, you can maybe check out with them (it happens all the time to have some issues crop up after a migration. There's huge changes sometimes between versions for some modules, which make it difficult to adapt some things). If it was done by Odoo, you should have had email contact with somebody from the Upgrade Team and part of the process is to make sure all your workflows work, so I'd advise you to re-contact them, in that case.

There's also the support team. You can submit a ticket here: https://www.odoo.com/help
The page also had some phone numbers if you want to reach our various support departments, who are probably more equipped to deal with your issue than I am :)

Most systems accomplish this via both a web server and a small "plug-in" installed on machines. When the webpage requests a print, your web server sends the command to the plug-in. This is exactly what Odoo does: https://www.odoo.com/apps/modules/8.0/base_report_to_printer/

I am not sure what you are trying to do here. But with the GUI it is not possible to filter on relation fields. If you write a custom filter you could do something like this:

[("picking_ids.name", "=", "Something")]

You might be interested in this documentation.

If python ERP systems are you thing have a look at odoo.

Installing the package on debian was easy, also has windows and centos support.

You're going to get a better response in /r/odoo or the Odoo help forum.

This doesn't sound like an issue related to your Synology NAS, except for the possibility that the Synology package has a non-standard directory structure or permissions that are causing issues.

Personally we don't want to have to interpret our data for tax purposes, because we don't understand the nuances of tax law, we do web/software development primarily, with a little general business consulting on the side so we don't have very many complicated income streams.

However, I definitely get the desire to what to know the ebbs and flow of your money situation.

What you might look at based on your last statement as the accounting being the foundation is to look for an actual ERP and not just an accounting software posing as one. With as complicated as your business is with the various dropships, inventory, etc. I would recommend Odoo (https://www.odoo.com/)

Odoo is stupid simple to use and setup, they have a cloud based SaaS and they're really helpful when getting things moving.

I would strongly encourage you to do a short demo with them and see if it's something that would fit your needs. The power it holds would be exactly what your looking for in a business management suite that's more than accounting software.

full disclosure: we're not paid by odoo. We've worked with a couple companies doing implementations and like it far better than any other ERP on the market (including NetSuite) and it's far more affordable.

In addition to the official developer's documention [1], you might want to start here: http://thierry-godin.developpez.com/openerp/tutorial-module-creation-pos-modification-english-version/

[1] https://www.odoo.com/documentation/

I would recommend Odoo (previously known as OpenERP). It's requires some effort to get passed the starting barrier, but the beauty is that it will do more than just accounting if you want it (or in the future). For example, last year I added the stock, crm and sales modules as well on top of the accouting that i've been running for over a year. So it can grow with your business.

It's a web application so you can eighter buy hosting or host it yourself locally for free (requires some technical skills, but lots of reading material should be available).

https://www.odoo.com/nl_NL/page/accounting

I've been using Odoo for a number of reasons:

It's open source and runs on my web server.
There are tons of free community plug-ins that provide extra functionality.
It includes a website builder (Twitter's Bootstrap) and a customer portal where they can view and pay invoices online.
While it can be tricky to get set up, the accounting and reporting systems are quite thorough and configurable.
I'm using PayPal to process my credit card transactions ATM, and it integrates with PP out-of-the-box.

Not sure how close to the starting point you mean by beginners, but I'll give you my initial resources when I first started using odoo for one of my clients.

To Install (note: replace openerp with odoo in the commands): https://www.odoo.com/forum/help-1/question/how-to-install-openerp-v7-0-on-ubuntu-12-04-from-launchpad-sources-2562

The developer method: look at Ahmet Altinisik's response, very detailed and insightful
The package method: look at patrick's response, short, sweet, and to the point.

Both methods will get odoo up and running the base version, difference will be in maintenance and customization moving forward, which way works for you is completely subjective IMHO.

To get a feeling for the core features, structure, formatting, customizations, etc. I would recommend the following:

Book: Working with OpenERP by Greg Moss - Touches on most of the core features and lightly touches on customization
Book: Financial Accounting with Odoo by Greg Mader - Have not read it, but from what've read/heard it's a great reference point for understanding the accounting modules in-depth, but do not confuse it for a book to teach you accounting in general.
Google-fu, once you get a feel for the software, it'll become easier to find answers to questions with keywords or key phrases.

Also, in case you'd like to install in CentOS instead of Ubuntu: https://techjourney.net/install-odoo-8-openerp-in-centos-red-hat-enterprise-linux/

I have only installed it on Ubuntu and CentOS myself, but I've heard it can be installed in OpenSUSE, have not found/tried that combination as of yet

Apologies on the formatting, first post/comment.

You might check out whether https://www.odoo.com/ (used to be openerp) could fill some of that gap. It's an open source solution so you can install components yourself in your Infrastructure or you can subscribe for a cloud solution.

You're looking for a category of software called 'inventory managment'. Here's a google search for open source inventory managment software, https://www.google.com/search?es_sm=91&q=open+source+inventory+management&oq=open+source+inventory+ma&gs_l=serp.3.0.0i67j0l9.1484.2625.0.4409.5.3.1.1.2.0.103.243.2j1.3.0.msedr...0...1c.1.62.serp..1.4.179.Bux-HeJq9Og

This is one of the top hits and looks like a good place to start. https://www.odoo.com/page/warehouse

Odoo free for 2 users in the online service. Totally free if you've a server where install it.

It is a bit overwhelming at first sigth but it accomplish the task perfectly.

Sounds interesting and I can see an increasing market for this kind of thing. Worth looking at things like A-ha though as I think it’s already offering a pretty comprehensive version of what you’ve described (or pretty close to it).