Dokumentation und Analyse von Beziehungen zwischen Leads, Organisationen oder Personen in vtiger

Seit einigen Tagen steht mein vtiger Modul “Relations” – zu deutsch “Beziehungen” – zum Download bereit. Es handelt sich um eine optionale Erweiterung des  Open Source CRM vtiger. Das Modul ermöglicht es dem Benutzer von vtiger, Beziehungen zwischen Leads, Organisationen und Kontakten zu dokumentieren und zu analysieren, um Rollen, Abhängigkeiten, Einflüsse und Verhaltensweisen einzelner Akteure oder ganzer Netzwerke zu verstehen. Dank der Möglichkeit, die gesammelten Daten als kommagetrennte Werte in eine *.csv-Datei zu exportieren, ist es möglich, mittels Software für soziale Netzwerkanalyse wie z.B. nodeXL Netzwerke auch grafisch darzustellen. Die Erweiterung erlaubt es somit, Märkte und andere soziale Strukturen als Beziehungsgeflechte zu verstehen. mehr »

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Vtiger publishes Relations module as an extension in vtiger market place

The vtiger team has counterchecked whether my module “Relations” meets all of vtiger’s requirements for third party extensions. The module enables users to manage cross module relations. After some minor subsequent improvements, vtiger has published the new module as an extension in their market place. It can be found here: http://vtiger.com/component/content/article/46-utilities/278-relations-module-to-manage-cross-module-relations

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Update des Vtiger Relations Modules zur Dokumentation von Beziehungen

Nach einer ersten Testphase steht nun eine überarbeitete Version des von mir entworfenen vtiger Relations modules zur Verfügung.

In der überarbeiteten Version kann das Modul nun auch vollwertig bei der Erstellung von Berichten verwendet werden. Dies ist beispielsweise zur geographischen Darstellung bestimmter Netzwerkteile mit Google Maps notwendig, wenn man mit OSS Report2Map Karten erstellen möchte. Man beachte dabei allerdings, dass OSS Report2Map nur Organisationen verarbeiten kann, sodass sich also mit OSS Report2Maps nur Netzwerkbeziehungen zwischen Organisationen veranschaulichen lassen.

Auf Wunsch von vtiger sind zudem die Standard-Import und -Export-Buttons deaktiviert worden. Ferner sind die Spaltenüberschriften im CSV-Export präzisiert worden.

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vtiger Relations Module – Manual and Download

I proudly present my new vtiger Relations Module for download, an optional extension of the famous open source crm vtiger. The module enables the user to document and to analyze relationships of a lead, an account or a contact for a better understanding of its roles, its dependencies, its influences, its behaviour and so on. Furthermore, the module enables the user to analyse complex networks based on an export of collected data as comma separated values (csv) by making use of third party social network analysis software like e.g. nodeXL. By the vtiger module “relations”, vtiger becomes a valuable tool of any kind of marketing intelligence. mehr »

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NodeXL Twitter Network Graphs by Marc Smith

NodeXL Twitter Network Graphs: bskyb

Twitter users who mentioned “bskyb” on March 12, 2010 scaled by number of followers.
NodeXL is available from www.codeplex.com/nodexl

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New vtiger module “vtiger relations” – request for proposals

I’m looking for a programmer who is willing to develop a new vtiger CRM module called “vtiger relations” using vtlib.
[Last update 2011-07-20: Module development is completed. Click here for documentation and download.] mehr »

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Proposal for a new vtiger module to document and analyse relations among various stakeholders

This is a proposal for a new module in vtiger including a description of its aims and specifications. I suggest to call this new module „Relations“. It is designated to document and analyse relations among accounts and/or contacts. The module shall is an optional extension of vtiger and could is available at the „Marketing“-tab. (Update 2011-10-07: My module “Relations” has been released! Click here for Download.)

The idea about the new module is inspired by concepts and software related to social network analysis (SNA). Furthermore, it is encouraged by similar features already available at other CRM software suites like e.g. Siebel Oracle. The new module will be highly useful to understand the behaviour of whole markets as well as single customers. Until now, we try to understand all the relationships out there mostly intutively based on personal experience and due to a lack of properly structured data without any software. Keeping in mind that vtiger is a „relationship management“ software, it is remarkable that relations are not handled yet. Introducing a structure that handles „relations“ as self-contained entities, the new module will take advantage of information already gathered by using vtiger. It will extent the usage of vtiger to learn about market structure and to design more efficient campaigns and communication strategies. It will also be useful to learn more about the behaviour of competitors or rivals. mehr »

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Extend Vtiger with Social Network Analysis Capabilities!

I suggest to extend vtiger with Social Network Analysis (SNA) capacities. If classic marketing is based on item based sociology defining e.g groups of potential customers by certain criterias – like e.g. age, income or ZIP-Code – SNA refers to a slightly different concept. And vtiger could easily make use of it. (Update 2011-10-07: My module “Relations” has been released! Click here for a detailed description and download.) mehr »

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