I m trying to implement a custom crm system, where the support system will be used to keep the record of all the inbound and outbound call and other communications(like email etc) made by or to potential customers (I m calling the potential customers - opportunities).
All the information our support representatives give to the customer and all of there responses are therefore handled by support ticket module.

Now once any one of the Opportunities (potential clients) are converted to customers (opportunities who have now paid money to buy product / service),
1) there details are needed in ubercart.
2) for future supports to customers, there present and previous purchase details are also handy.
3) I feel the sales team and after sales - support teams should be different.

I understand that there is a ubercart_ticket module already existing ( http://drupal.org/project/uc_ticket ). But this module works only for contacts existing in ubercart database - that means they are provided support only after they have already bought something and become customers from just opportunities (snapshot of the ubercart ticket module page: http://drupal.org/node/627930 )

No there are 2 ways -
1) either the 2 modules(uc_ticket and support) be connected by a 3rd connector module, so that the data can be shared. Both the data - pre sales support tickets and post sales support tickets can be placed on the same page using tabs.

Now all the post sales related support, even for the second sales (second sales: if a person is already a customer and his details are already present in the ubercart database, now wants another product) - always remains in the post sale support queue, pre sales support in a separate pre sales support queue and both can be accessed from single page using tabs but still be connected to a single customer.

2) We use the support module as base and as an add on feature (or second module), just pass data to the ubercart module to create the order automatically by single click (or few clicks).

Rest of the post sales support can be handled by support module making 2 different queues with different permission options for different roles. This way all support is by support module and ubercart does what it does best - manage the cart etc. (this way we are not using the support functionality code twice, once written uc_ticket and then again in support ticket module)

This way most of the functionality of a crm are covered. Opportunities are created by webforms and other channels -> sales process is recorded by support tickets --> order is managed by ubercart --> resales support is handled again by support ticket module.

If anything is confusing, please ask me.
I sure this is not very difficult for you.

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purencool’s picture

Status: Active » Closed (outdated)