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Agile Web Development Liip.ch ! – some content graciously stolen from Yoav Lukas Kahwe Smith | @lsmith | [email protected] Introduction to

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Jary Carter CEO Dima Soroka! VP of Engineering Yoav Kutner! CTO Brought to you by familiar faces ..

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Products

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Key Features! • Fully localizable and translatable ! • System Help and Tooltips! • Productivity Tools (Calendar, Notes, Tasks, Pinbar etc)! • Flexible Workflow Engine (FWE)! • Automated Processes! • REST and SOAP API’s! • Users, Groups, and Role Management with ACL • Real Time User Notifications! • Widgets ! • Data Grids! • Report Engine! • Import/Export CSV data ! • Flexible Entities with Dynamic Attributes! • And much much more…

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ACL

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Grids

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Extend Entities

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Workflow

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Reports

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Web API

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Best Practice: Quality

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Products Built with Oro Platform

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Tech

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Technology Stack or a Kid in the Candy Store • PHP >= 5.4.4! – Symfony2, Doctrine, PHPUnit! • MySQL, PostgreSQL! • HTML5 and CSS3! • jQuery ! • Backbone (in the process of moving to AngularJS)! • Twitter Bootstrap! • SOAP and REST-ful Web API! • ElasticSearch

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• Symfony 2.0 was published at the end of July 2011! • During the last 3 years, the community released 2000+ bundles! • 800+ developers contributed to the Symfony core (and 500+ contributed to the documentation)! • 15+ million visits on the symfony.com website in 2012! • Symfony is the most forked PHP project on Github and one of the most PHP starred project as well! • Symfony community started other well-known PHP projects like Composer, Twig, Assetic, Monolog, ...! • The Symfony components are downloaded 1 million times each month! • Long Term Support (LTS) releases (4 years security fixes) and backwards compatibility (BC) promise

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Projects using Symfony 2

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gets your coding skills ready for ..

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Getting Started with Symfony • Check out the documentation (there is a free book, cookbook, component docs etc)! • Learn about Composer (but you are already using composer with Magento .. right? right!?!)! • Get comfortable to using the command line interface! • Download and install the symfony standard edition! • Check out knpbundles.com to quickly add more functionality! • At some point you will need to learn about design patterns (especially dependency injection)! • Read the HTTP spec (but you already did that, right?) or at least its fundamentals! • There are lots of blogs out there and useful screencasts (f.e. http://knpuniversity.com)

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Sounds scary?

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Symfony Default Directory Structure

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Symfony Front Controller

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Symfony Routing File

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Symfony Example Controller

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Symfony Example Controller

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Symfony Example Template

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Symfony Example Functional Test

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Sales Marketing Created for Sales & Marketing

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Key Features! • Contact and Address Book Management! • Accounts Management and Merging! • Lead Management ! • Opportunity Management ! • Customer Segmentation ! • Marketing campaigns management! • Campaign code tracking! • Case management! • Zendesk + MailChimp integrations and more coming! • Embedded Web Forms! • Multiple Customer Channel Management ! • Tracking of user behavior on websites! • Magento Integration (Web Customer) and more coming! ! !

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Shopping Cart Recovery and Completion

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Magento Integration • STEP 0: Install the free OroCRM Bridge into the Magento instance! • STEP 1: Once logged in, access the “SOAP/XML – RPC – Roles” tab under System → Web Services! • STEP 2: Create a Role under “Add New Role” and add your eCommerce store.! • STEP 3: Go to Role API Sources and change your Resource Access to “All.”! • STEP 4: Create a New User under System → Webservices → “SOAP/XML – RPC – Users”! • STEP 5: Click on “Create New User” and enter your desired username and basic information. The “API Key” is simply a password that you create for yourself.! • STEP 6: Once you’ve saved your API key and user information, access the “User Role” near the top left of your screen and select your web store to make sure it is active.

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Magento Integration • STEP 7: With the credentials of your Magento SOAP API and user login, you can now go to OroCRM and create your channel under System → Channels → Create Channel.! • STEP 8: Once you select Magento as your Channel Type, enter the rest of your basic information from Magento. You can then select your website from the drop down list and whichever connectors you would like to pull from Magento.! • STEP 9: Click Save and Schedule Sync.! • STEP 10: Under System → Job Queue, Click on “Run Daemon” (this process may start automatically.)! ! see http://www.orocrm.com/blog/product-updates/integrate-magento-orocrm

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Personalized Marketing

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Customer Service and Support

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Dashboards

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OroCRM Products • Community Edition! • Enterprise Edition (ElasticSearch, PostgreSQL, MS Exchange support, better Reporting, SLA)! • SaaS (same as EE but as a hosted solution)! ! ! see http://www.orocrm.com/forums/topic/orocrm-editions

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Open Source

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Open Source • Oro Platform – MIT ! • OroCRM CE – OSL 3.0! • OroCRM EE – Oro Commercial License

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Customers

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Eating our “own” dog food

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• Contacts! – Integration with Microsoft Outlook and Google contacts! – Syncing contact information with Social data (LinkedIn, G+, etc.)! – Contact and Service preferences! • Accounts! – Redesigned account view! – Lifetime value and other metrics! – Aggregated views on account data! – Support of multiple account types! – Automated merging! • Channels! – Customize and extend business entities in scope of the channel! – Improved channel management UI! – Configure lifetime value on channel and account levels! – Channel-level analytic data! • Marketing! – Segmentation and reporting based on web events data! – RFM configuration per channel! – Email campaigns and integration with MailChimp! – Integration with Google Analytics! – Predictive Marketing Engine! – Customer Satisfaction and Engagement Metrics! – Social Interactions and Data Aggregation! – Lead Scoring • Multiple organization support! – Entity management on organization level! – Configure currency and locale on organization level! • Platform! – Grid views management and columns configuration! – Expanded and detailed record view for Grids! – LDAP and OAuth ! – Enhanced Localization and Territory Management! – Entity forms management! – Inline editing! – Navigation menu management! – Access control on entity field level and records sharing! – User-configurable themes! – Activity stream! – Inline Help and Tips! – Mass Update Action! • Collaboration! – Email signatures and attachments! – Email tracking and auto-reply! – Chat feature! – Parallel access to Record data! – Record Drafts and Recycle Bin! – Record locking! – Integration with Google and MS Exchange calendars Future Roadmap • MS Outlook integration! – Download and install Outlook plugin for OroCRM! – Synchronize contacts! – Synchronize tasks and calendar events! – Check the related OroCRM entities while browsing the email in Outlook! – Assign Outlook emails to OroCRM entities! • Workflows! – Full-force Workflow Management wizard! – Alerts and Notifications system! • Processes! – UI for Process configuration! – Improved Process management UI! • Reports! – Improved Report creation and Customization wizard! • Additional Features! – Groom and merge Data Tools! – Web Profile! – Quotes Management! – Elastic Search Integration for Search and large data management

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Communications • Forum! – http://www.orocrm.com/forums! • GitHub! – https://github.com/orocrm

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Agile Web Development Liip.ch ! – THANKS Lukas Kahwe Smith e: [email protected] t: @lsmith !