EPESI CRM

As a fan of CRM applications I’ve been playing around with a few recently, at the moment top of my favourites list is epesi.

EPESI As a fan of CRM applications I’ve been playing around with a few recently, at the moment top of my favourites list is epesi.

“epesi BIM is an open source web based application to store, organize and share information related to your business. The basic package includes “Customer Relationship Management (CRM) modules which are centered around companies, not contacts.”

Its the fact that as the blurb says its centered on the Company rather than the contact this is where most of the CRM packages go wrong in my opinion for sales people like myself we try to sell to the company sure its the person responsible we speak to but its the company that buys the product or service. There’s nothing worse than one of your sales team saying “Joe Bloggs wants 50,000 units” who the hell is Joe Blogs? imagine you have 1000 companies you’re dealing with, multiply that by 3 or 4 contacts per company and you can see the chances of you having at least 7 or 8 Joe Bloggs in your database.

Now before any smart arse says “Ah but if they say Joe Bloggs from Buyit.com wants….” that’s still not right its Buyit.com you’re trading with Joe Bloggs might get knocked down by a bus tomorrow.

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Covide News #1

At last I have a working Virtual Machine of Covide-5.3 its taken 14 attempts but yesterday afternoon I had a good feeling during the Debian-Sarge install/setup. Usually I have problems trying to install php5-pear php5-tidy & php5-pgsql

One of those three generally fails to install due to some obscure dependency not being available however on this occasion I chose the Server setup during the Debian install rather than the ‘Desktop’ once I’d rebooted I added the dotdeb repo as per instructions and started the covide install procedures that’s when I noticed that on this occasion there was no dependency failures so I stood a good chance of it working.

I’ve set up a forum to mess about with I doubt it will ever overflow with members but then again who knows? Little acorns etc. Having been bitten 13 times before I’ve learnt my lesson so got as far as just prior to downloading covide-5.3.tar.gz and stopped there. I then cloned the virtual machine so that I had a base to drop back to if it all went wrong then using the clone continued with the install/setup 10 minutes later browsed from my HOST machine using Firefox to the IP address of the virtual machine and Bingo! There was the login screen.

Now I have been here before you stick in your user name and password, hit the OK button and get a pg_select error! But not this time baby. Low and behold it logged in, unfortunately it’s in Dutch but at least I have a working system. My next step will be to fathom out how to upgrade to 6.1 unfortunately the README expects you to have a higher level of competence than I have at the moment. When I’ve figured it out I’ll do another post, re-write the install instructions so that numpties like me can do it then produce a vm machine for general consumption so check back regularly for progress reports and links for any downloads I’ll release.

Enjoy

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