CRM系统的CMS建议
我正在尝试在 Wordpress 之上构建 CRM。我正在将其构建为一个插件,但在开始寻找之前我试图弄清楚后勤方面。一些高级 WordPress 开发人员可以插话吗?
用户将访问我们的网站,能够注册一个帐户。该帐户将允许他们下订单、添加公司人员的联系信息、查看过去的订单以及其他一些操作。
我们公司的销售人员需要管理他们的帐户(添加特价、下订单时获得信用等)。
根据上述场景,我正在考虑为员工提供贡献者角色,并让客户成为订阅者。或者创建一个自定义用户数据库而不让 Wordpress 处理这些会更好吗?或者是否有我没有考虑的更好方法?
编辑
我收到的反馈表明 Wordpress 可能不是这里的最佳选择。我对 WordPress 投入了很多——它有一个自定义主题,而且我对 WordPress Codex 非常熟悉。这就是为什么我更喜欢它。我过去曾与 Kohana 合作过,我觉得它很快就会变得臃肿,可能只是我的经验不足 - 但对我来说,Wordpress 很有意义。
也就是说,我不相信它是在 Wordpress 中开发的。应该往哪方面发展?这个想法是,销售人员可以管理客户信息(CRM 的单一位置),客户可以登录并下订单,安排视频会议时间,添加自己的员工,以便我们知道在不同分支机构联系谁,添加他们的账单信息,以及这样的例子不胜枚举。
我开始编译数据库中需要的一些字段,以下是几个表中的一些字段,只是为了让您了解我正在尝试的应用程序类型。
员工数据库 - 第一个、最后一个、电子邮件、办公室、手机、职位、视频
客户数据库 -customer_id、名字、姓氏、电话号码、电子邮件、实际地址、 帐户管理器
联系数据库 - 名字、姓氏、电话号码、职位、电子邮件
端点信息 - 联系信息、电话、电子邮件、IP、城市、州
I'm trying to build a CRM on top of Wordpress. I'm building it as a plugin but I'm trying to figure out the logistical aspect before I start hounding away. Can some of the Senior Wordpress developers chime in?
Users will come to our site, have the ability to sign up for an account. This account will allow them to place orders, add contact information of people in their company, see past orders, as well as some other things.
We have sales people at our company that will need to manage their accounts (add special pricing, get credit when they make an order, etc).
With the above scenario I'm thinking about giving Employees a contributor role, and making customers subscribers. Or would it be better to create a custom database of users and not let Wordpress handle these? Or is there a better way that I'm not considering?
EDIT
I'm getting feedback that Wordpress may not be the best option here. I have a lot invested into wordpress - it has a custom theme and I'm very familiar with the wordpress codex. That's why I prefer it. I have worked with Kohana in the past, I feel it quickly gets bloated, may just be my inexperience - but to me Wordpress just makes sense.
That said, I'm not sold on it being developed in Wordpress. What should it be developed in? The idea is that Sales people can manage customer information (a single place for CRM), customers can login and make orders, schedule video conferencing times, add their own employees so we know who to contact at different branches, add their billing information, and the list goes on.
I started compiling a few fields we'll need in the database, here's a few fields from a few tables just to give you an idea of what kind of application I'm attempting.
Employee Database
- first, last, email, office, cell, job title, videoCustomer Database
-customer_id, first name, last name, phone number, email, physical address,
account_mgrContact Database
- first, last, phone number, position, emailEndpoint Information
- contact information, phone, email, IP, city, state
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我的第一个想法是……Wordpress += CRM?不适合这项工作的工具。
您的方法最初应该是查看数据库结构并设计满足项目需求的内容。之后,看看一个好的 MVC 框架来构建应用程序。如果您不熟悉 MVC 框架,CodeIgniter 是一个很好的切入点。了解其中的诀窍,然后快速转向更强大的东西,如 CakePHP、Zend 或我最喜欢的 Yii (www.yiiframework.com)。
My first thought was...Wordpress += CRM? Wrong tool for the job.
Your approach should be initially to look at the database structure and design something that meets the projects needs. After that, look at a good MVC framework to build the app in. If you are unfamiliar with MVC frameworks, CodeIgniter is a good entry point. Learn the ropes with that then quickly move on to something more powerful like CakePHP, Zend or my favourite Yii (www.yiiframework.com).