Hello,
Does anyone have any experience or recommendations on a good (open
source) CRM or ERP system to integrate with ODK. I plan to collect
customer data with ODK and it would be nice if I can (easily) send the
data to a CRM or ERP system. I assume I will have to customize a lot
but I figure it is better to start with any existing system than
starting from scratch.
Thank you for the help.
Best,
Patrick
Not sure how you're envisioning the interconnection. This is what I would
do:
Set up an ODK Aggregate instance on its own PostgreSQL or MySQL instance
and use an off-the-shelf EDI tool (sorry, don't know what's available) to
extract data from that database, package it up appropriately, and forward
it to your CRM/ERP solution.
The EDI layer provides a data-transformation layer that adds robustness to
change. You can have N different versions of a survey running on ODK
Collect handsets; on ODK Aggregate, those N surveys would be present, but
only one downloadable (the current one), and, as filled-in surveys are
submitted to ODK Aggregate use database triggers and the EDI tool to map
all those different versions into a single document stream into your
CRM/ERP system.
Mitch
···
On Wed, Feb 15, 2012 at 2:50 AM, red7272 wrote:Hello,
Does anyone have any experience or recommendations on a good (open
source) CRM or ERP system to integrate with ODK. I plan to collect
customer data with ODK and it would be nice if I can (easily) send the
data to a CRM or ERP system. I assume I will have to customize a lot
but I figure it is better to start with any existing system than
starting from scratch.
Thank you for the help.
Best,
Patrick--
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--
Mitch Sundt
Software Engineer
University of Washington
mitchellsundt@gmail.com
Some folks at Grameen have connected ODK to Salesforce. Salesforce
isn't open source, but might be worthwhile to take a look.
https://groups.google.com/forum/?fromgroups#!topic/opendatakit/5VmIgYXDhtM
WebFirst also has a connection from ODK Collect to Drupal. Not exactly
a CRM, but lots of people use it that way.
http://www.webfirst.com/phicollect
···
On Wed, Feb 15, 2012 at 11:09, Mitch S wrote: > Not sure how you're envisioning the interconnection. This is what I would > do: > > Set up an ODK Aggregate instance on its own PostgreSQL or MySQL instance and > use an off-the-shelf EDI tool (sorry, don't know what's available) to > extract data from that database, package it up appropriately, and forward it > to your CRM/ERP solution. > > The EDI layer provides a data-transformation layer that adds robustness to > change. You can have N different versions of a survey running on ODK > Collect handsets; on ODK Aggregate, those N surveys would be present, but > only one downloadable (the current one), and, as filled-in surveys are > submitted to ODK Aggregate use database triggers and the EDI tool to map all > those different versions into a single document stream into your CRM/ERP > system. > > Mitch > > > On Wed, Feb 15, 2012 at 2:50 AM, red7272 wrote: >> >> Hello, >> Does anyone have any experience or recommendations on a good (open >> source) CRM or ERP system to integrate with ODK. I plan to collect >> customer data with ODK and it would be nice if I can (easily) send the >> data to a CRM or ERP system. I assume I will have to customize a lot >> but I figure it is better to start with any existing system than >> starting from scratch. >> Thank you for the help. >> Best, >> Patrick >> >> -- >> Post: opendatakit@googlegroups.com >> Unsubscribe: opendatakit+unsubscribe@googlegroups.com >> Options: http://groups.google.com/group/opendatakit?hl=en > > > > > -- > Mitch Sundt > Software Engineer > University of Washington > mitchellsundt@gmail.com > > -- > Post: opendatakit@googlegroups.com > Unsubscribe: opendatakit+unsubscribe@googlegroups.com > Options: http://groups.google.com/group/opendatakit?hl=enYou might also look into civiCRM which is open source.
···
On Wed, Feb 15, 2012 at 11:30 AM, Yaw Anokwa wrote: > Some folks at Grameen have connected ODK to Salesforce. Salesforce > isn't open source, but might be worthwhile to take a look. > https://groups.google.com/forum/?fromgroups#!topic/opendatakit/5VmIgYXDhtM > > WebFirst also has a connection from ODK Collect to Drupal. Not exactly > a CRM, but lots of people use it that way. > http://www.webfirst.com/phicollect > > On Wed, Feb 15, 2012 at 11:09, Mitch S wrote: >> Not sure how you're envisioning the interconnection. This is what I would >> do: >> >> Set up an ODK Aggregate instance on its own PostgreSQL or MySQL instance and >> use an off-the-shelf EDI tool (sorry, don't know what's available) to >> extract data from that database, package it up appropriately, and forward it >> to your CRM/ERP solution. >> >> The EDI layer provides a data-transformation layer that adds robustness to >> change. You can have N different versions of a survey running on ODK >> Collect handsets; on ODK Aggregate, those N surveys would be present, but >> only one downloadable (the current one), and, as filled-in surveys are >> submitted to ODK Aggregate use database triggers and the EDI tool to map all >> those different versions into a single document stream into your CRM/ERP >> system. >> >> Mitch >> >> >> On Wed, Feb 15, 2012 at 2:50 AM, red7272 wrote: >>> >>> Hello, >>> Does anyone have any experience or recommendations on a good (open >>> source) CRM or ERP system to integrate with ODK. I plan to collect >>> customer data with ODK and it would be nice if I can (easily) send the >>> data to a CRM or ERP system. I assume I will have to customize a lot >>> but I figure it is better to start with any existing system than >>> starting from scratch. >>> Thank you for the help. >>> Best, >>> Patrick >>> >>> -- >>> Post: opendatakit@googlegroups.com >>> Unsubscribe: opendatakit+unsubscribe@googlegroups.com >>> Options: http://groups.google.com/group/opendatakit?hl=en >> >> >> >> >> -- >> Mitch Sundt >> Software Engineer >> University of Washington >> mitchellsundt@gmail.com >> >> -- >> Post: opendatakit@googlegroups.com >> Unsubscribe: opendatakit+unsubscribe@googlegroups.com >> Options: http://groups.google.com/group/opendatakit?hl=en > > -- > Post: opendatakit@googlegroups.com > Unsubscribe: opendatakit+unsubscribe@googlegroups.com > Options: http://groups.google.com/group/opendatakit?hl=enNice question!!
There's a good list of opensource CRM/ERP here ==>
http://java-source.net/open-source/erp-crm (Of these, I've previously
looked at Adempiere, SugarCRM, openBravo POS, Compiere; all have things to
recommend them, and I'd start over by looking at the full list given that
its been over five years since I got involved in that.)
The key thing is to know up front what you want to do with it - do you need
something you can customize? Are you looking to track just customers or
all of their interactions? Do you want to register a lot of workflow (step
1... through step n)? Do you just want survey tagged to a client "case"
record? Do you need to do transactions of any kind? What kind of "post
processing" do you want to do? Could you make due with Aggregate and/or
some fusion table export analysis?
The open source ones will be cost effective if you have the right scale to
afford the tech support, or you can choose one and then find a company that
supports that one. Finding an implementation company first will almost
always get you locked into their favorite.
Salesforce's value proposition is to make that a one-stop service, but
after having drunk the coolaid, I'm a little skeptical. They're good
technically, but there are limits to how good the pricing can get and how
out of the norm you can go. Nonetheless, there is a fairly straightforward
(RESTful) API you could use to get data into a salesforce data object.
Best simple CRM for the money is - in my view - HighriseCRM by 37Signals.
Like Salesforce, they have a well documented RESTful API.
( But if you're talking giant proprietary systems, you should know that the
mainstream market is dominated by the majors - M$FT Dynamics, SAP, IBM
tivoli, etc. etc. )
Hi all,
I have no idea about ODK integration, but I've just implemented openERP
myself, which was missing from that list. I needed a complete ERP
Manufacturing, CRM & accounting and so only openbravo and openERP were
really viable choices for me - as far as I could tell from my hunting. In
the end I went with openERP as it seemed lighter for cloud hosting and more
flexible. I am running it quite happily on a cloud server with 256MB RAM.
I have no idea about integration, here is the info on the API -
http://doc.openerp.com/v6.1/developer/12_api.html
If you don't need a full blown ERP then the others are probably better. A
couple of years ago I looked at vtiger as a crm which seemed pretty good
then.
I have also used SQL-Ledger which is a very basic but very robust
open-source accounting system.
Best,
Bird
···
On Thu, Feb 16, 2012 at 1:51 PM, jpd wrote:Nice question!!
There's a good list of opensource CRM/ERP here ==>
http://java-source.net/open-source/erp-crm (Of these, I've previously
looked at Adempiere, SugarCRM, openBravo POS, Compiere; all have things to
recommend them, and I'd start over by looking at the full list given that
its been over five years since I got involved in that.)The key thing is to know up front what you want to do with it - do you
need something you can customize? Are you looking to track just customers
or all of their interactions? Do you want to register a lot of workflow
(step 1... through step n)? Do you just want survey tagged to a client
"case" record? Do you need to do transactions of any kind? What kind of
"post processing" do you want to do? Could you make due with Aggregate
and/or some fusion table export analysis?The open source ones will be cost effective if you have the right scale to
afford the tech support, or you can choose one and then find a company that
supports that one. Finding an implementation company first will almost
always get you locked into their favorite.Salesforce's value proposition is to make that a one-stop service, but
after having drunk the coolaid, I'm a little skeptical. They're good
technically, but there are limits to how good the pricing can get and how
out of the norm you can go. Nonetheless, there is a fairly straightforward
(RESTful) API you could use to get data into a salesforce data object.Best simple CRM for the money is - in my view - HighriseCRM by 37Signals.
Like Salesforce, they have a well documented RESTful API.( But if you're talking giant proprietary systems, you should know that
the mainstream market is dominated by the majors - M$FT Dynamics, SAP, IBM
tivoli, etc. etc. )--
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Hi Folks
I have a related question. I've just come across ODK today, so please
forgive me if I'm missing something obvious.
Is it possible to use ODK with a pre-populated contact list from a CRM
or similar tool? I would envisage the mobile user would select the
current contact searching by name, address or both. An option to find
address based on current GPS location would be really cool. The mobile
user would then enter survey data for that user. This data would be
sent back to the central database for further use and analysis.
Would ODK support this kind of environment off the shelf?
Many thanks
Shane Hogan
Dublin, Ireland.
···
On Feb 16, 11:20 pm, Sarah Bird wrote: > Hi all, > > I have no idea about ODK integration, but I've just implemented openERP > myself, which was missing from that list. I needed a complete ERP > Manufacturing, CRM & accounting and so only openbravo and openERP were > really viable choices for me - as far as I could tell from my hunting. In > the end I went with openERP as it seemed lighter for cloud hosting and more > flexible. I am running it quite happily on a cloud server with 256MB RAM. > > I have no idea about integration, here is the info on the API -http://doc.openerp.com/v6.1/developer/12_api.html > > If you don't need a full blown ERP then the others are probably better. A > couple of years ago I looked at vtiger as a crm which seemed pretty good > then. > > I have also used SQL-Ledger which is a very basic but very robust > open-source accounting system. > > Best, > > Bird > > > > > > > > On Thu, Feb 16, 2012 at 1:51 PM, jpd wrote: > > Nice question!! > > > There's a good list of opensource CRM/ERP here ==> > >http://java-source.net/open-source/erp-crm (Of these, I've previously > > looked at Adempiere, SugarCRM, openBravo POS, Compiere; all have things to > > recommend them, and I'd start over by looking at the full list given that > > its been over five years since I got involved in that.) > > > The key thing is to know up front what you want to do with it - do you > > need something you can customize? Are you looking to track just customers > > or all of their interactions? Do you want to register a lot of workflow > > (step 1... through step n)? Do you just want survey tagged to a client > > "case" record? Do you need to do transactions of any kind? What kind of > > "post processing" do you want to do? Could you make due with Aggregate > > and/or some fusion table export analysis? > > > The open source ones will be cost effective if you have the right scale to > > afford the tech support, or you can choose one and then find a company that > > supports that one. Finding an implementation company first will almost > > always get you locked into their favorite. > > > Salesforce's value proposition is to make that a one-stop service, but > > after having drunk the coolaid, I'm a little skeptical. They're good > > technically, but there are limits to how good the pricing can get and how > > out of the norm you can go. Nonetheless, there is a fairly straightforward > > (RESTful) API you could use to get data into a salesforce data object. > > > Best simple CRM for the money is - in my view - HighriseCRM by 37Signals. > > Like Salesforce, they have a well documented RESTful API. > > > ( But if you're talking giant proprietary systems, you should know that > > the mainstream market is dominated by the majors - M$FT Dynamics, SAP, IBM > > tivoli, etc. etc. ) > > > -- > > Post: opendatakit@googlegroups.com > > Unsubscribe: opendatakit+unsubscribe@googlegroups.com > > Options:http://groups.google.com/group/opendatakit?hl=enOut of the box, no, but it's pretty easy to add.
The simplest way to do it is to have a standalone Android application
that has that CRM data and does the search and any other non-ODK
functionality you want. That application can use Android's Intent
system to launch a form filling session in ODK Collect with a
particular form and even with data from the CRM injected into that
form. When the form filling session is done, you can do whatever you
want with the form data including sending it to a server, or returning
it to the CRM app.
If you need examples, ODK Tables, ODK Clinic and CommCare ODK do
something like this, and it's how we recommend you interface with ODK
Collect. It'll keep your app modular and allow it to always get the
latest ODK features by just upgrading Collect -- no code changes
needed in your app.