ORO setup, help needed well payed.

Hello Froum, we have been using ORO for quite some time now but not getting it 100% right.
I am now looking for Orocrm pro, whit deeper knowledge to set things up together whit us. It quite critialc to our bussniess success so we can offer god payment, to straight things out.
Wi use m1,9 and Orocrm 2.3

Here under is the task we need to solve.
1.
If I import (CSV) my leads into Oro and assign them to sales, I a imported customer later make a account on Magento-shop, will there be a duplicate contact E.g. 1 of i first imported from the start. 1 of whit gotten when register in the magneto shop?

2.
We need help understanding the import logics of of oro, and possible set it up after our needs.

3.
How do can we marge, delete and remove unwanted customer related data in ORO?

4. (Business Customer record.) it is possible to enable this why should we do that? and what do we have to day?

5. (Sales Pipeline in OroCRM) We are working in different way were of the customers buy every week if they trust us, so we work more on continuous business and not one big sales, lots of repeat order and thus lots of repeat contact to keep customers happy etc. We like to adept oro to our salesflow.

6. We are looking for 2 way sync leads m1 > orocrm and back?

Some of the task might need a coder depend of you skill set.
Thanks For a great system.
Please ad me on skype at:cermis

Topic

[Yevhen ShyshkinParticipant]

Hello.

1. Yes, you may have duplicated Contacts and Accounts. To fix that you may merge them together using Merge mass action on a grid – https://oroinc.com/orocrm/blog/merge-account-records-orocrm

2. Import in Oro uses CSV files where each column is mapped to a specific field of a main or related entity. You may have a look at the Contacts import – just download export template (click Import File and then Export Template) and see what kind of data can be imported – https://oroinc.com/orocrm/doc/2.3/user-guide/import-export/import-contacts

3. Accounts and Contacts can be merged (see answer 1). Almost all entities can be removed either one by one using Delete grid action or via Delete mass action (similar to merge mass action).

4. You have to create a channel for it first – https://oroinc.com/orocrm/doc/2.3/user-guide-sales-tools/b2b-sales/business-customers. You may also be interested in a way Oro works with any type of customer – https://oroinc.com/orocrm/doc/2.3/user-guide-sales-tools/customer-management/customer-management-overview

5. There are two options here.

First – you may use Opportunity entity to track your sales. You may either use board view and just drag and drop them, or enable workflow and reopen your Opportunity every iteration – https://oroinc.com/orocrm/doc/2.3/user-guide-sales-tools/b2b-sales/opportunities

Second – you may build custom workflow around any entity you like (most probably Business Customer). Using this workflow you may implement pretty much any business process you have in your company – https://oroinc.com/orocrm/doc/2.3/admin-guide/workflows

6. You should use Processes for that. Their main purpose is to sync data between different types of entities. OroCRM already has 2-way sync in Magento integration for Magento related entities, so you may just e.g. sync Leads with Magento Customers and vice versa. By default Magento Customers are synchronized with Accounts and Contacts – see processes Create Account and Contact for Magento Customer and Export Magento Customer to Magento. You may follow this scenario and use your own set of processes – https://oroinc.com/orocrm/doc/2.3/admin-guide/monitoring/processes

Please, let me know if you still have some questions.

[Author]

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