Presentation Magento OroCRM - MageConf 2014

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OroCRM is the new Open Source CRM founded by previous Magento Co-Founder and employees. This CRM integrates itself really good with Magento without lots of work.

Transcript of Presentation Magento OroCRM - MageConf 2014

Le duo gagnant ?

Sylvain Rayé | @sylvainraye | sylvain.raye@diglin.com

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MageConf 2014

ZENDFRAMEWORK

Sylvain Rayé

Oro Team

Jary Carter CEO - Co-founder

Yoav Kutner CTO - Co-founder

Dima Soroka VP Engineering

Technology Stack

Apache/Nginx/PHP/MySQL/PostgreSQL

Symfony2

OroPlatform

NodeJS Bootstrap

OroCRM

TwigJQuery …

• Symfony 2 - July 2011

• 1 millions downloads / month

• > 2000+ Bundles

• > 800 developers participate to core development

• > 150 000 developers

• LTS 4 years / BC promises

• Fully localizable and translatable

• System Help and Tooltips

• Productivity Tools (Calendar, Notes, Tasks, Pinbar etc)

• Flexible Workflow Engine (FWE)

• Automated Processes

• REST and SOAP API’s

• Users, Groups, and Role

• Management with ACL

• Real Time User Notifications

• Widgets

• Data Grids

• Report Engine

• Import/Export CSV data

• Flexible Entities with Dynamic Attributes

Interface

Grid

ACL

Workflow

Extend Entities

Report

/api/doc

• Contact and Address Book Management

• Accounts Management and Merging

• Lead / Opportunity Management

• Customer Segmentation

• Marketing campaigns management

• Multiple Customer Channel Management

• Case management

• Campaign code tracking

• Tracking user behavior on Websites

• Embedded Web Forms

• Magento, Zendesk, MailChimp Integrations, …

(very) Quick Start OroCRM

curl -s https://getcomposer.org/installer | php

git clone http://github.com/orocrm/crm-application.git

composer.phar install --prefer-dist --no-dev

php app/console oro:crm:install --env=prod

Via CLI: raise your PHP memory to 728MB

OroCRM / Symfony 2 folder structure

OroCRM Bridge

MagentoConnect.com/orocrm-bridge.html

modman clone https://github.com/orocrm/magento-orocrm-bridge.git

Create API User/Role for OroCRM

• Create new API Role Menu System > Webservices > SOAP/XML – RPC – Roles with a Role « OroCRM » with ALL resources access

• Create new API UserMenu System > Webservices > SOAP/XML – RPC – Users, set username & API Key (password) the role « OroCRM »

Menu System > Configuration > Admin

Create Order

OroCRM Configuration 1/2

OroCRM Configuration 2/2

Manual / Auto Sync

php app/console oro:cron

Et on fait quoi avec tout ça?

Le duo gagnant ?

Sylvain Rayé | @sylvainraye | sylvain.raye@diglin.com

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MageConf 2014