Re: [Philly.rb] Digest for phillyrb@googlegroups.com - 5 Messages in 1 Topic

[Mark Locklear]

This sounds like a Customer Relations Managment (CRM) to me. Microsoft has them...and salesforce.com.

On Thu, May 9, 2013 at 3:20 PM, <phil...@googlegroups.com> wrote:

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• Open source hierarchy management [5 Updates]

 Open source hierarchy management

"Dwyer, Mike" <mdw...@britussolutions.com> May 08 02:11PM -0400  

We have need of an application that will allow us to load various sales
rosters from our clients, build a hierarchy of sales reps, managers, super
managers, etc., and recombine that hierarchy with a set of records by
territory or other key and produce an output file that can be uploaded into
a fax or email blaster (or fed directly).
 
Anybody know of such a thing?
 
The format of the roster files is generally excel, but varies greatly in
what also may be included in that set.
 
The fun part lies in that more than one rep may be assigned to a territory
and there's no telling how many of them there will be (usually one to
three) or how often they'll change before the next communication blast
needs to go out.
 
 
--
Thanks,
 
Mike


 

Randy Schmidt <m...@r38y.com> May 08 02:24PM -0400  

What does a "sales roster" look like?
 
What does "with a set of records" mean and what do the records look like?
 
 
 
--
Randy Schmidt


 

"Dwyer, Mike" <mdw...@britussolutions.com> May 08 02:33PM -0400  

A Sales Roster is a list of employees in the Sales Rep role. It's first
name, last name, email address, employee id (maybe!) and their manager
("reports to").
 
Managers are also listed under their manager title with their "reports to".
 
It's not usually more than three levels deep, but there's nothing to
prevent them from having a deeper hierarchy. I have seen four levels deep a
few times.
 
I need to take a list of targets ("customers") based on some arbitrary
criteria (rep requests/whatever) and combine them with the list. Other than
mapping the lead to territory which allows the join to the sales roster,
any number of related information may need to "tag along" as part of the
payload.
 
This is usually part of an email blast that alerts reps their customers are
requesting attention. Each rep that services that customer should be
notified (many to many relationship between reps and customers).
 
 
 
 
 
 
--
Thanks,
 
Mike


 

Randy Schmidt <m...@r38y.com> May 08 02:58PM -0400  

Let me see if I'm getting this right: [1]
 
* $SOMETHING from customer
* Customer belongs to a territory
* Territory has and belongs to many managers
* Get managers for a customer from customer -> territory -> managers
* Get managers and their managers with a tree structure (
https://github.com/evolve75/RubyTree)
* Get unique managers then send an email to each
 
That is what I understand the problem to be and maybe a solution. You may
be looking for a more direct way in which case someone smarter than I can
probably help.
 
1. I am assuming this isn't AR but I am using AR terms
 
 
 
--
Randy Schmidt


 

"Dwyer, Mike" <mdw...@britussolutions.com> May 08 03:08PM -0400  

That's the general gist, and I don't mind the AR terms :)
 
We also need to take that hierarchy, combine it with a list, and send out a
series of reports (per recipient) regarding the entries in the list.
 
The reports are currently written in SSRS2008.
 
 
 
 
 
--
Thanks,
 
Mike


 

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--
J. Mark Locklear
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