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How to Use a PHP Sales Management System to Keep Track of Client Prospects using Melis CMS Prospects: Melis CMS module to track business prospects

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melis-cms-prospects 1.0The PHP License5PHP 5, Content management, Business, A...
Description 

Author

This package provides a Melis CMS module to track business prospects.

It adds new possibilities to a site implemented with the Melis content management system for managing business sales prospects.

Currently, it can:

- Show a list of active sales prospects

- Edit the contact details of prospective person

- It allows managing the fields that allow the users to enter the prospect's details

- It allows configuring the presentation theme for the Melis CMS prospects module

- It allows changing the language of the text messages that appear on the prospects module pages

Innovation Award
PHP Programming Innovation award nominee
November 2022
Number 6
Every good business needs market research to find new potential sales customers.

A prospect is a person or a company that can be a customer in the future. Turning an opportunity into a customer is a process that can take time because that process needs to go through several phases.

The Melis CMS is a PHP content management system that can be extended with additional modules.

This package implements a module for the Melis CMS that allows users of a site that uses this content management system to keep track of business sales prospects until they become paying customers.

Manuel Lemos
Picture of Fabrice Fesch
Name: Fabrice Fesch <contact>
Classes: 11 packages by
Country: France France
Innovation award
Innovation award
Nominee: 7x

 

Documentation

melis-cms-prospects

MelisCmsProspects provides a full Prospect system for Melis Platform, including templating plugins.

Getting Started

These instructions will get you a copy of the project up and running on your machine. This Melis Platform module is made to work with the MelisCms.

Prerequisites

You will need to install melisplatform/melis-cms in order to have this module running. This will automatically be done when using composer.

Installing

Run the composer command:

composer require melisplatform/melis-cms-prospects

Database

Database model is accessible on the MySQL Workbench file: /melis-cms-prospects/install/sql/model Database will be installed through composer and its hooks. In case of problems, SQL files are located here: /melis-cms-prospects/install/sql

Tools & Elements provided

  • Prospects Tool
  • Themes Tool
  • Melis Templating Prospect Plugin (contact form & management)
  • Dashboard item for prospects registration overview

Running the code

MelisCmsProspects Services

MelisCmsProspects provides many services to be used in other modules:

  • MelisCmsProspects Services to retrieve lists of prospects, prospects details and save a new prospect File: /melis-cms-prospects/src/Service/MelisCmsProspectsService.php
// Get the service
$melisProspectsService = $this->getServiceManager()->get('MelisProspectsService');
// Get the number of prospects per month
$nb = $melisProspectsService->getProspectsDataByDate('monthly', '2017-10-04 12:00:00');

MelisCmsProspects Forms

Forms factories

All Melis CMS News forms are built using Form Factories. All form configuration are available in the file: /melis-cms-prospects/config/app.tools.php Any module can override or add items in this form by building the keys in an array and marge it in the Module.php config creation part.

return array(
	'plugins' => array(

		// MelisCmsProspects array
		'melistoolprospects' => array(

			// Form key
			'forms' => array(

				// MelisCmsProspects update form
				'melistoolprospects_tool_prospects_update' => array(
					'attributes' => array(
						'name' => 'prospectmanager',
						'id' => 'idformprospectdata',
						'method' => 'POST',
						'action' => '',
					),
					'hydrator'  => 'Laminas\Hydrator\ArraySerializableHydrator',
					'elements' => array(
						array(
							'spec' => array(
								...
							),
						),
					),
					'input_filter' => array(
						'pros_id' => array(
							...
						),
					),
				),
			),
		),
	),
),

Forms elements

MelisCmsProspects provides form elements to be used in forms:

  • MelisCmsProspectThemeSelect: a dropdown to select a theme
  • MelisCmsProspectThemeItemSelect: a dropdown to select a theme item

Listening to services and update behavior with custom code

Most services trigger events so that the behavior can be modified.

public function attach(EventManagerInterface $events)
{
	$sharedEvents      = $events->getSharedManager();

	$callBackHandler = $sharedEvents->attach(
		'MelisCmsProspects',
		array(
			'meliscmsprospects_toolprospects_save_end',
		),
		function($e){

    		$sm = $e->getTarget()->getServiceManager();
    		$params = $e->getParams();

    		// Custom code
    	},
    100);

    $this->listeners[] = $callBackHandler;
}

Authors

See also the list of contributors who participated in this project.

License

This project is licensed under the OSL-3.0 License - see the LICENSE.md file for details


Screenshots (7)  
  • etc/MarketPlace/images/melis-prospects_1.JPG
  • etc/MarketPlace/images/melis-prospects_2.JPG
  • etc/MarketPlace/images/melis-prospects_3.JPG
  • etc/MarketPlace/images/melis-prospects_4.JPG
  • etc/MarketPlace/images/melis-prospects_5.JPG
  • etc/MarketPlace/images/melis-prospects_6.JPG
  • etc/MarketPlace/images/melis-prospects_7.JPG
  Files folder image Files (124)  
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Files folder imageconfig (7 files, 2 directories)
Files folder imageetc (1 directory)
Files folder imageinstall (2 directories)
Files folder imagelanguage (2 files)
Files folder imagepublic (5 directories)
Files folder imagesrc (1 file, 5 directories)
Files folder imagetest (2 files, 1 directory)
Files folder imageview (1 directory)
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