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Learn More About OroCRM

Advance your OroCRM knowledge and get the CRM training you need.

Featured Videos

OroCRM Self-Led Course

4 months ago

This course will help you get familiar with OroCRM essentials including: Common Tools, Grids, Entities, Activities, Customers, Tags, Leads and Opportunities, Magento Shopping Carts and Orders, Magento Integration, Marketing, and Overview of Roles.

OroCRM Features for Sales Teams

9 months ago

CRM, Customer Relationship Management (Industry), Customer Service (Literature Subject), Demo, How-to (Website Category), OroCRM, Sales (Industry), Technology (Industry), webinar

Discover how OroCRM is giving sales teams a 360-degree view of their customers. Allowing them to understand their prospects and customers and close more sales!

OroCRM Marketing Features

2 years ago

analytics, business, campaign, CRM, customer experience, customer experience management, Customer Relationship Management (Industry), customer service, customer service software, Data, data management, integration, Jary Carter, magento, Magento CRM, marketing, Marketing Automation, marketing strategy, open source, Open source CRM, Open Source Software (Industry), OroCRM, Sales (Industry), Software, Software (Industry), Software As A Service (Industry), Technology, Yoav Kutner

Discover why OroCRM is the CRM that is created with Marketers in mind!

Contact us to learn more about OroCRM's capabilitiesContact Us

Our library of CRM learning materials

Oro values our community of users, developers and partners above of all. That is why we have created this media library where we regularly share new CRM tutorials, webinar recordings and presentation decks to empower you with all the knowledge necessary to succeed with Oro revolutionary products.

View our CRM Training Library

Below results for search in all videos with "XYZ" keyword.

How to Create Organizations and Business Units

4 weeks ago

Business Units, Divisions, Organizations

The OroCRM Enterprise Edition provides the ability to replicate the structure of your business by using tools built into the application.

Business Units, Divisions, and Organizations are all used to organize your data into a structure that matches with your organization.

How to Create A Custom Field

1 month ago

custom fields

OroCRM allows users to create custom fields in order to collect additional details that are not included out of the box. For example, the contacts entity has fields of information such name, address, phone number and so on. But suppose you wanted to capture additional details, such as their tumblr handle, so that you can target this user for various promotions. Read more

How to Use RFM Analysis

1 month ago

recency frequency monetary, RFM, RFM analysis

RFM Analysis is an acronym for Recency, Frequency, and Monetary, and is used as a ranking system to determine customer value. Each customer is assigned a rank or score for each of the three RFM metrics. OroCRM performs the calculations automatically after the segments are defined. Read more

How to Use Grids

1 month ago

grid view, grids

OroCRM provides users the ability to manage the way you look at information within OroCRM.  Grids are the most commonly used UI elements in OroCRM. Grids are customizable, so users can configure only columns of data relevant to the task at hand. In addition, grids can be modified to show columns in a specific order as well as sort the data within them. Grids not only display data about specific records, but contain links to these records’ pages. Read more

How to Export and Import Data

1 month ago

export accounts, export data, export opportunities, export records, import data, import leads

OroCRM allows users to export and import lists of information in CSV format into OroCRM. You can import lists of accounts, customers, contacts, leads and opportunities. Read more

How to Use Filters

1 month ago

filter data, filters, orocrm filters

OroCRM allows users to dive deeper into filtered results in a number of different ways using out of the box filters. In addition, after results are filtered, the resulting view can be saved and shared with other users of the system. Read more

How to Setup Zendesk Integration

1 month ago

zendesk, zendesk crm integration

OroCRM provides an out of the box integration with Zendesk. Zendesk is a customer service application to help create, handle and track customer cases from a variety of sources including mobile devices, internet and social media. OroCRM synchronizes out of the box cases with Zendesk ticket.  This also includes both public and private comments between the two systems. Read more

How to Create Tags and Taxonomies

2 months ago

tags, taxonomies

 

Today we’ll be demonstrating how to create tags and taxonomy using OroCRM.Tags are user generated keywords or phrases that are created and assigned to records. Tags are helpful to organize data in meaningful ways without having to add entirely new fields.

Read more

How to Create and Manage Roles

2 months ago

access controls, permissions, roles

A role is a predefined set of permissions assigned to a user in the system. Roles are generally created and based on users similar job functions – such as sales, marketing, and administration. Roles help to assure that users are given access only to the information they need to perform their work and not given access to information or functionality that is unnecessary. Read more

How to Create and Manage Calendars

2 months ago

calendars

Today we’ll be demonstrating how to create and work with system and personal calendars. Read more

JS Master Class 2 - Fundamentals of BackboneJS and Chap..

2 months ago

backboneJS, chaplinJS, JS master class

This video is part 2 of our master class series that discusses the essential knowledge needed in JavaScript. The goal is to provide better quality and improved development speeds for front-end efforts.

We will dive into the fundamentals of both BackboneJS and ChaplinJS.

JS Master Class 1 - Essential Knowledge of JavaScript

2 months ago

javascript class, JS arguements, JS context, JS inheritance, JS promises, JS scope

This video is part 1 of our JavaScript master class series that discusses essential knowledge needed in JavaScript. The goal is to provide better quality and improved development speeds for front-end efforts.

We will discuss JavaScript topics like:

-Inheritance
-Scope
-Context
-Arguments
-Promises

To view part 2 of our JavaScript Master Class, click here.

Below results for search in current category with "XYZ" keyword.

OroCRM Feature Highlight: Visual Workflow Configurator

2 years ago

Business Development (Industry), Commerce (Field Of Study), Customer Relationship Management (Industry), E-Comm (Business Operation), Sales (Industry), Software (Industry), Technology (Industry), Workflow (Literature Subject)

With OroCRM, you can standardize your organization’s best practices for managing business functions, such as sales, by creating workflows and tasks that are specific to your business.

In our recent 1.8.0 release, multiple improvement were made to our visual workflow configurator that allow users to better visualize their business processes.

As a sales manager, OroCRM’s workflow configurator provides the tools and environment to help your sales team excel, as they become more efficient with their time, increase overall productivity and close more sales.

To learn more about OroCRM, schedule a demo with one of our solution architects at http://www.orocrm.com/orocrm-demo.

OroCRM Feature Highlight: Visual Workflow Configurator

2 years ago

Business Development (Industry), Commerce (Field Of Study), Customer Relationship Management (Industry), E-Comm (Business Operation), Sales (Industry), Software (Industry), Technology (Industry), Workflow (Literature Subject)

With OroCRM, you can standardize your organization’s best practices for managing business functions, such as sales, by creating workflows and tasks that are specific to your business.

In our recent 1.8.0 release, multiple improvement were made to our visual workflow configurator that allow users to better visualize their business processes.

As a sales manager, OroCRM’s workflow configurator provides the tools and environment to help your sales team excel, as they become more efficient with their time, increase overall productivity and close more sales.

To learn more about OroCRM, schedule a demo with one of our solution architects at http://www.orocrm.com/orocrm-demo.

Cart Conversion with OroCRM and Magento Abandoned Cart ..

2 years ago

abandoned carts, Business (TV Genre), Commerce (Field Of Study), conversions, ecommerce, Magento (Software), Magento Abandoned cart extension, OroCRM, sales, Shopping, Software (Industry)

This Video Tutorial explains how to work with the Magento Abandoned cart extension to launch efficient marketing campaigns and increase sales.

Learn more about OroCRM at http://www.orocrm.com.

New OroCRM Release Demo: Discover what’s new in the lat..

2 years ago

CRM, Customer Relationship Management (Industry), Demo, How-to (Website Category), New Release, OroCRM, product demo, Technology (Industry), webinar

In our webinar, “New OroCRM Release Demo: Discover what’s new in the latest release of OroCRM”, learn about all the new features and enhancements of our recent release of OroCRM CE 1.8.0 and Enterprise Edition 1.10.0. We brought the community a wealth of new features, including visual workflow configurator, improved email capabilities, email automation, and LDAP integration for enhanced user management capabilities. By providing an in-depth product demonstration, this webinar will illustrate how you can use OroCRM to increase productivity, leverage a complete 360°customer view, drive sales, and improve customer experience.

Magento Abandoned Cart Extension Installation

2 years ago

abandoned carts, CRM, How-to (Website Category), install, Magento (Software), Magento Abandoned Cart Extension tutorial, OroCRM, Shopping, Software (Industry), Tutorial (Media Genre)

This video tutorial demonstrate how to install and activate the Magento Abandoned Cart extension to OroCRM
Learn more about OroCRM at http://www.orocrm.com.

OroCRM Integration with MailChimp

2 years ago

Business (TV Genre), email marketing, How-to (Website Category), integration, MailChimp (Business Operation), Online Shopping (Industry), OroCRM, System Integration (Industry), Technology (Industry)

Learn how to setup OroCRM integration with MailChimp.
Learn more about the best open source CRM at http://www.orocrm.com

OroCRM Integration with Magento

2 years ago

ecommerce, Magento (Software), Online Shopping (Industry), OroCRM, Sales (Industry), Shopping (Industry), Software (Industry), System Integration (Industry), Technology (Industry)

Learn more on how to connect OroCRM instance with Magento

OroCRM Marketing Features

2 years ago

analytics, business, campaign, CRM, customer experience, customer experience management, Customer Relationship Management (Industry), customer service, customer service software, Data, data management, integration, Jary Carter, magento, Magento CRM, marketing, Marketing Automation, marketing strategy, open source, Open source CRM, Open Source Software (Industry), OroCRM, Sales (Industry), Software, Software (Industry), Software As A Service (Industry), Technology, Yoav Kutner

Discover why OroCRM is the CRM that is created with Marketers in mind!

Creating and Customizing Import and Export Functions in..

2 years ago

CRM, Data, Export (Organization Sector), Export Function, How-to (Website Category), Import (Organization Sector), OroCRM, Software (Industry), Technology, tutorial, Website (Industry)

Learn more about enabling import and export function for your entities and how this process could be customized.

Learn more about the best open source CRM at http://www.orocrm.com

OroCRM Integration with PrestaShop

2 years ago

Business (TV Genre), CRM, Data (Website Category), how-to, How-to (Website Category), OroCRM, PrestaShop (Software), Software (Industry), System Integration (Industry), tutorial

Learn more about how to build OroCRM integration on PrestShop example.

Learn more about the best open source CRM at http://www.orocrm.com

OroCRM Data Localization and Translation

2 years ago

business, CRM, Data, how-to, Localizations, oro platform, OroCRM, Software, Technology (Industry), Translations, tutorial

Learn more how to localize and translate OroCRM and applications based on Oro Platform.

Learn more about the best open source CRM at http://www.orocrm.com

What is OroCRM?

3 years ago

commerce, CRM, Customer Relationship Management (Industry), ecommerce, Magento (Software), Marketing (Interest), Open Source (Software License), OroCRM (Software), Sales (Industry)

OroCRM is an easy-to-use, open-source CRM with built in marketing automation tools for your commerce business. It’s the CRM built for both sales and marketing!

Below results for search in current category with "XYZ" keyword.

JS Master Class 2 - Fundamentals of BackboneJS and Chap..

2 months ago

backboneJS, chaplinJS, JS master class

This video is part 2 of our master class series that discusses the essential knowledge needed in JavaScript. The goal is to provide better quality and improved development speeds for front-end efforts.

We will dive into the fundamentals of both BackboneJS and ChaplinJS.

JS Master Class 1 - Essential Knowledge of JavaScript

2 months ago

javascript class, JS arguements, JS context, JS inheritance, JS promises, JS scope

This video is part 1 of our JavaScript master class series that discusses essential knowledge needed in JavaScript. The goal is to provide better quality and improved development speeds for front-end efforts.

We will discuss JavaScript topics like:

-Inheritance
-Scope
-Context
-Arguments
-Promises

To view part 2 of our JavaScript Master Class, click here.

OroCRMTechnical Training: Define your Entities

1 year ago

business, CRM, Customer Relationship Management (Industry), How-to (Website Category), OroCRM, Software, Technical Support (Film Job), Technology (Industry), Training (Industry)

OroCRM September Technical Training
Day 1 – Monday 9/14
Define your Entities
– Environment and Project Setup
– Packages Management
– Entities and DB Schema Management
– Entity CRUD Implementation
Learn more about OroCRM at http://www.orocrm.com.

OroCRM Technical Training: Security and Productivity

2 years ago

Business (TV Genre), CRM, Customer Relationship Management (Industry), OroCRM, Productivity (Literature Subject), Security (Literature Subject), Security (Quotation Subject), Software, Technology (Industry), Training (Industry)

OroCRM September Technical Training
Day 2 – Tuesday 9/15

Security and Productivity
–ACL
–Entity Activities
–System Configuration

Learn more about OroCRM at http://www.orocrm.com.

OroCRM Technical Training: User Interface

2 years ago

OroCRM, training, webinar

OroCRM September Technical Training
Day 3 – Wednesday 9/16

User Interface
–Layouts and Templates
–CSS and JavaScript
–Widgets
–Navigation
–Localizations

Learn more about OroCRM at http://www.orocrm.com.

OroCRM Technical Training: Integrate your Solution

2 years ago

business, CRM, Customer Relationship Management (Industry), Customer Service (Literature Subject), integrating your solution, OroCRM, Software, Technical Support (Film Job), Technology (Industry), Training (Industry)

OroCRM September Technical Training
Day 4 – Thursday 9/17

Integrate your Solution
–Job Queue
–Import and Export
–Integrations
–Automated Processes
–WEB API

Learn more about OroCRM at http://www.orocrm.com.

OroCRM Technical Training: Working with Data

2 years ago

Customer Relationship Management (Industry), How-to (Website Category), OroCRM, Software, Technical Support (Film Job), Technology (Industry), Training (Industry), Tutorial (Media Genre), working with data

OroCRM September Technical Training
Day 5 – Friday 9/18

Work with Data
–Workflow
–Reports
–Analytics and Marketing
–Tests

OroCRM is the best open source CRM. Learn more about OroCRM at http://www.orocrm.com

"Resting with OroCRM" feat. Liip

2 years ago

API, CRM, Customer Relationship Management (Industry), How-to (Website Category), Liip, OroCRM, REST, REST API, Technology (Industry), webinar

Join us as we partner with Liip to bring you our webinar, “Resting with OroCRM”, which will demonstrate how to leverage REST with OroCRM. Liip is one of Switzerland’s leading developers of tailor-made, agile web applications and has a deep understanding of REST API’s. During this webinar, we will introduce viewers to REST and demonstrate how to use and extend OroCRM’s out-of-the-box REST API’s.

The agenda for our webinar will be as follows:
–Introduce viewers to REST theory, explaining the REST maturity model and content type negotiation
–Show how to discover which REST API’s OroCRM has to offer, how to generate API tokens and how to use them to read/write data from and into OroCRM
–Demonstrate how to add a new REST API to OroCRM by adding a new REST API to list shopping cart data imported via our Magento connector

For access to our slides, please visit our SlideShare: http://www.slideshare.net/OroCRM/resting-with-orocrm-webinar

To learn more about OroCRM, contact us today! http://www.orocrm.com/contact-us

Customizing OroCRM

2 years ago

CRM, customization, Customizing, Data, how-to, online, OroCRM, Software, Technology (Industry), tutorial

Learn more how to customize OroCRM.

Learn more about the best open source CRM at http://www.orocrm.com

Working with OroPlatform and OroCRM Entities

2 years ago

Business (TV Genre), CRM, entities, how-to, OroCRM, OroPlatform, Software (Industry), Technology (Industry), tutorial

Learn more about Oro persistence layer architecture: doctrine entities, extended entities, entity metadata configuration.

Learn more about the best open source CRM at http://www.orocrm.com

OroCRM Technical Webinar: Oro Workflow

2 years ago

CRM, Customer relationship management, Customer Relationship Management (Industry), Data, how-to, OroCRM, Software (Industry), Technical Support (Film Job), Technology, Training (Industry), tutorial, webinar, Workflow (Literature Subject)

Learn how to use Oro Workflows.
Slides: http://www.slideshare.net/YevhenShyshkin/oro-workflows
Demo bundle: https://github.com/yshyshkin/DemoWorkflowBundle

Learn more about the best open source CRM at http://www.orocrm.com

OroCRM Developer Training Part 1

3 years ago

CRM, Customer Relationship Management (Industry), Data, Developer, How-to (Website Category), OroCRM, Software, Technology, Technology (Industry), Training (Industry), tutorial

Below results for search in current category with "XYZ" keyword.

OroCRM Feature Highlight: Visual Workflow Configurator

2 years ago

Business Development (Industry), Commerce (Field Of Study), Customer Relationship Management (Industry), E-Comm (Business Operation), Sales (Industry), Software (Industry), Technology (Industry), Workflow (Literature Subject)

With OroCRM, you can standardize your organization’s best practices for managing business functions, such as sales, by creating workflows and tasks that are specific to your business.

In our recent 1.8.0 release, multiple improvement were made to our visual workflow configurator that allow users to better visualize their business processes.

As a sales manager, OroCRM’s workflow configurator provides the tools and environment to help your sales team excel, as they become more efficient with their time, increase overall productivity and close more sales.

To learn more about OroCRM, schedule a demo with one of our solution architects at http://www.orocrm.com/orocrm-demo.

Cart Conversion with OroCRM and Magento Abandoned Cart ..

2 years ago

abandoned carts, Business (TV Genre), Commerce (Field Of Study), conversions, ecommerce, Magento (Software), Magento Abandoned cart extension, OroCRM, sales, Shopping, Software (Industry)

This Video Tutorial explains how to work with the Magento Abandoned cart extension to launch efficient marketing campaigns and increase sales.

Learn more about OroCRM at http://www.orocrm.com.

New OroCRM Release Demo: Discover what’s new in the lat..

2 years ago

CRM, Customer Relationship Management (Industry), Demo, How-to (Website Category), New Release, OroCRM, product demo, Technology (Industry), webinar

In our webinar, “New OroCRM Release Demo: Discover what’s new in the latest release of OroCRM”, learn about all the new features and enhancements of our recent release of OroCRM CE 1.8.0 and Enterprise Edition 1.10.0. We brought the community a wealth of new features, including visual workflow configurator, improved email capabilities, email automation, and LDAP integration for enhanced user management capabilities. By providing an in-depth product demonstration, this webinar will illustrate how you can use OroCRM to increase productivity, leverage a complete 360°customer view, drive sales, and improve customer experience.

OroCRM Integration with Magento

2 years ago

ecommerce, Magento (Software), Online Shopping (Industry), OroCRM, Sales (Industry), Shopping (Industry), Software (Industry), System Integration (Industry), Technology (Industry)

Learn more on how to connect OroCRM instance with Magento

Creating and Customizing Import and Export Functions in..

2 years ago

CRM, Data, Export (Organization Sector), Export Function, How-to (Website Category), Import (Organization Sector), OroCRM, Software (Industry), Technology, tutorial, Website (Industry)

Learn more about enabling import and export function for your entities and how this process could be customized.

Learn more about the best open source CRM at http://www.orocrm.com

OroCRM and OroPlatform: Adding custom UI controls to yo..

2 years ago

Application Software (Software Genre), backbone, chaplin, Computer Science (Field Of Study), CRM, Customer Relationship Management (Industry), how-to, javascript, OroCRM, OroPlatform, Software, Technology, tutorial, User Interface (Speech Topic)

Learn more about OroCRM and OroPlatform frontend architecture and how to customize it.

Learn more about the best open source CRM at http://www.orocrm.com

Below results for search in current category with "XYZ" keyword.

OroCRM Self-Led Course

4 months ago

This course will help you get familiar with OroCRM essentials including: Common Tools, Grids, Entities, Activities, Customers, Tags, Leads and Opportunities, Magento Shopping Carts and Orders, Magento Integration, Marketing, and Overview of Roles.

Below results for search in current category with "XYZ" keyword.

How to Create Organizations and Business Units

4 weeks ago

Business Units, Divisions, Organizations

The OroCRM Enterprise Edition provides the ability to replicate the structure of your business by using tools built into the application.

Business Units, Divisions, and Organizations are all used to organize your data into a structure that matches with your organization.

How to Create A Custom Field

1 month ago

custom fields

OroCRM allows users to create custom fields in order to collect additional details that are not included out of the box. For example, the contacts entity has fields of information such name, address, phone number and so on. But suppose you wanted to capture additional details, such as their tumblr handle, so that you can target this user for various promotions. Read more

How to Use RFM Analysis

1 month ago

recency frequency monetary, RFM, RFM analysis

RFM Analysis is an acronym for Recency, Frequency, and Monetary, and is used as a ranking system to determine customer value. Each customer is assigned a rank or score for each of the three RFM metrics. OroCRM performs the calculations automatically after the segments are defined. Read more

How to Use Grids

1 month ago

grid view, grids

OroCRM provides users the ability to manage the way you look at information within OroCRM.  Grids are the most commonly used UI elements in OroCRM. Grids are customizable, so users can configure only columns of data relevant to the task at hand. In addition, grids can be modified to show columns in a specific order as well as sort the data within them. Grids not only display data about specific records, but contain links to these records’ pages. Read more

How to Export and Import Data

1 month ago

export accounts, export data, export opportunities, export records, import data, import leads

OroCRM allows users to export and import lists of information in CSV format into OroCRM. You can import lists of accounts, customers, contacts, leads and opportunities. Read more

How to Use Filters

1 month ago

filter data, filters, orocrm filters

OroCRM allows users to dive deeper into filtered results in a number of different ways using out of the box filters. In addition, after results are filtered, the resulting view can be saved and shared with other users of the system. Read more

How to Setup Zendesk Integration

1 month ago

zendesk, zendesk crm integration

OroCRM provides an out of the box integration with Zendesk. Zendesk is a customer service application to help create, handle and track customer cases from a variety of sources including mobile devices, internet and social media. OroCRM synchronizes out of the box cases with Zendesk ticket.  This also includes both public and private comments between the two systems. Read more

How to Create Tags and Taxonomies

2 months ago

tags, taxonomies

 

Today we’ll be demonstrating how to create tags and taxonomy using OroCRM.Tags are user generated keywords or phrases that are created and assigned to records. Tags are helpful to organize data in meaningful ways without having to add entirely new fields.

Read more

How to Create and Manage Roles

2 months ago

access controls, permissions, roles

A role is a predefined set of permissions assigned to a user in the system. Roles are generally created and based on users similar job functions – such as sales, marketing, and administration. Roles help to assure that users are given access only to the information they need to perform their work and not given access to information or functionality that is unnecessary. Read more

How to Create and Manage Calendars

2 months ago

calendars

Today we’ll be demonstrating how to create and work with system and personal calendars. Read more

How to Create and Manage Users

3 months ago

create users, manage users

Today we’ll be demonstrating how to create and manage users within OroCRM.

OroCRM provides very flexible user management functionality that can be customized to help define the access and permission settings for any business need. Any number of users can be created with OroCRM. Read more

How to Create and Manage Contact Requests

3 months ago

contact forms, contact requests, embedded forms

Today we’ll be demonstrating how to create and manage Contact Requests using OroCRM.

Contact Requests are used to track contact with individuals who are requesting information such product info, support, partnership information or any other type of assistance.  OroCRM has a standard embedded contact form out of the box for users to add to their websites. When their customers use this forms, contact requests are automatically generated and added to the Contact Requests grid in OroCRM. Read more

Below results for search in current category with "XYZ" keyword.

Oro Community Webinar - OroCRM/Platform 2.0 and Integra..

2 months ago

Oro Community Webinar, OroCRM 2.0, OroCRM and OroCommerce integration, OroPlatform 2.0

This Oro community webinar covers new features and enhancements included in OroCRM & OroPlatform 2.0. We also discuss the integration between OroCRM and OroCommerce to leverage both eCommerce and CRM capabilities.

OroCRMTechnical Training: Define your Entities

1 year ago

business, CRM, Customer Relationship Management (Industry), How-to (Website Category), OroCRM, Software, Technical Support (Film Job), Technology (Industry), Training (Industry)

OroCRM September Technical Training
Day 1 – Monday 9/14
Define your Entities
– Environment and Project Setup
– Packages Management
– Entities and DB Schema Management
– Entity CRUD Implementation
Learn more about OroCRM at http://www.orocrm.com.

"Why B2B Companies Need a CRM" feat. Indaba Group

2 years ago

B2B, Business-to-business (Industry), Commerce (Field Of Study), CRM, Customer Relationship Management (Industry), E-Comm (Business Operation), How-to (Website Category), Indaba Group, OroCRM, Software (Industry), Technology, webinar

For this webinar, we partnered with Indaba Group to show you why B2B e-commerce companies need a CRM. B2B customers are starting to increasingly act like B2C consumers, with a desire for self-service tools that give them instant access to product information and easy-to-use e-commerce websites for wholesale and manufacturing. In order for distribution businesses to stay competitive in this evolving landscape and meet the demands of their customers, they need to optimize their B2B game plan.

During this webinar, Ryan Shields, CEO of Indaba Group, will discuss how B2B is going to overtake B2C, which principles B2B businesses should adopt as they move into an online e-commerce model, and why B2B retailers need a CRM to understand their customers on a deeper level and stay competitive.

OroCRM Technical Training: Security and Productivity

2 years ago

Business (TV Genre), CRM, Customer Relationship Management (Industry), OroCRM, Productivity (Literature Subject), Security (Literature Subject), Security (Quotation Subject), Software, Technology (Industry), Training (Industry)

OroCRM September Technical Training
Day 2 – Tuesday 9/15

Security and Productivity
–ACL
–Entity Activities
–System Configuration

Learn more about OroCRM at http://www.orocrm.com.

OroCRM Technical Training: User Interface

2 years ago

OroCRM, training, webinar

OroCRM September Technical Training
Day 3 – Wednesday 9/16

User Interface
–Layouts and Templates
–CSS and JavaScript
–Widgets
–Navigation
–Localizations

Learn more about OroCRM at http://www.orocrm.com.

OroCRM Technical Training: Integrate your Solution

2 years ago

business, CRM, Customer Relationship Management (Industry), Customer Service (Literature Subject), integrating your solution, OroCRM, Software, Technical Support (Film Job), Technology (Industry), Training (Industry)

OroCRM September Technical Training
Day 4 – Thursday 9/17

Integrate your Solution
–Job Queue
–Import and Export
–Integrations
–Automated Processes
–WEB API

Learn more about OroCRM at http://www.orocrm.com.

OroCRM Technical Training: Working with Data

2 years ago

Customer Relationship Management (Industry), How-to (Website Category), OroCRM, Software, Technical Support (Film Job), Technology (Industry), Training (Industry), Tutorial (Media Genre), working with data

OroCRM September Technical Training
Day 5 – Friday 9/18

Work with Data
–Workflow
–Reports
–Analytics and Marketing
–Tests

OroCRM is the best open source CRM. Learn more about OroCRM at http://www.orocrm.com

"Resting with OroCRM" feat. Liip

2 years ago

API, CRM, Customer Relationship Management (Industry), How-to (Website Category), Liip, OroCRM, REST, REST API, Technology (Industry), webinar

Join us as we partner with Liip to bring you our webinar, “Resting with OroCRM”, which will demonstrate how to leverage REST with OroCRM. Liip is one of Switzerland’s leading developers of tailor-made, agile web applications and has a deep understanding of REST API’s. During this webinar, we will introduce viewers to REST and demonstrate how to use and extend OroCRM’s out-of-the-box REST API’s.

The agenda for our webinar will be as follows:
–Introduce viewers to REST theory, explaining the REST maturity model and content type negotiation
–Show how to discover which REST API’s OroCRM has to offer, how to generate API tokens and how to use them to read/write data from and into OroCRM
–Demonstrate how to add a new REST API to OroCRM by adding a new REST API to list shopping cart data imported via our Magento connector

For access to our slides, please visit our SlideShare: http://www.slideshare.net/OroCRM/resting-with-orocrm-webinar

To learn more about OroCRM, contact us today! http://www.orocrm.com/contact-us

Creating a Multi-Channel CRM

2 years ago

Amazon.com (Venture Funded Company), b2b commerce, Channel, commerce, CRM, Customer Relationship Management (Industry), eBay, ecommerce, Marketing (Interest), multi-channel, multi-channel CRM, Multichannel Marketing, open source, Open Source (Software License), Open Source Software (Industry), OroCRM, point of sale, Technology

Learn how Multi-Channel companies are harnessing the power of CRM to significantly increase sales and customer experience!

Customizing OroCRM

2 years ago

CRM, customization, Customizing, Data, how-to, online, OroCRM, Software, Technology (Industry), tutorial

Learn more how to customize OroCRM.

Learn more about the best open source CRM at http://www.orocrm.com

Working with OroPlatform and OroCRM Entities

2 years ago

Business (TV Genre), CRM, entities, how-to, OroCRM, OroPlatform, Software (Industry), Technology (Industry), tutorial

Learn more about Oro persistence layer architecture: doctrine entities, extended entities, entity metadata configuration.

Learn more about the best open source CRM at http://www.orocrm.com

OroCRM Technical Webinar: Oro Workflow

2 years ago

CRM, Customer relationship management, Customer Relationship Management (Industry), Data, how-to, OroCRM, Software (Industry), Technical Support (Film Job), Technology, Training (Industry), tutorial, webinar, Workflow (Literature Subject)

Learn how to use Oro Workflows.
Slides: http://www.slideshare.net/YevhenShyshkin/oro-workflows
Demo bundle: https://github.com/yshyshkin/DemoWorkflowBundle

Learn more about the best open source CRM at http://www.orocrm.com