The partner portal is a service exclusively dedicated to OpenERP partners. Through this partner portal, you will have access to several services and information in order to help you develop your OpenERP business and organize your relationship with OpenERP SA.

You will find bi-weekly online training sessions to train your new employees, marketing documents and demands from prospects to boost your business, development tools, the migration plateform for OpenERP Enterprise, etc.

Here is a detailed list of services we provide to partners through this partner portal;

Boost your Sales

• Leads Forward to Partners
  

  OpenERP organizes a lot of marketing operations to continuously attract new prospects. These prospects can come from different sources:

  • Website: download the software, download a book, contact form

  • Subscription to an event: open day, online webinars, etc.

  • Meeting during an exhibition

  • Direct phone calls to OpenERP

  Once we have identified a prospect (like someone who fills in a form on our website), if this prospect wants to use or test OpenERP, we forward this lead to a partner following different rules like the geo-localization of the prospect and the partner grade (a gold partner will receive more leads than a ready one). The assigned partner receives this lead automatically by email.

  Through the Sales > Leads > Your Leads menu, you can browse all leads we assigned to you. This list is often updated by your account manager at each periodic review of the business. This allows you to get a complete overview of all the leads OpenERP SA acquired for you. Also, if OpenERP SA is in direct contact with this prospect, we update the lead so that you are informed of everything we do so that you can benefit from our technical services and develop your leads.

  With each lead, you will receive all the information needed to contact the prospect (phone number, email, address, etc) as well as a small summary of the need of this prospect and his sector of activity. Through the "Communication & History" tab of a lead, you can have a look at all the communication we had with this lead before forwarding it to you.

• Track your invoices
  

  Having in account that a partner's relationship with OpenERP is directly dependent on the revenue generated for OpenERP, it's important to have a clear view of your earnings from the past last months. This will help OpenERP further evaluate each partner's grade and it's essential that the partner is able to control and anticipate his results for the evaluation of his partner's grade.

  The Invoice analysis will support you in this matter and give you a panoramic view of your due amounts. In this way, you can plan better and work on your revenue forecast. As well, you will have an view on your refund and plan those amounts in your numbers.  We encourage you to constantly verify your balance individually in Sales > Invoices > Your invoices or directly the complete overview through Sales > Invoices > Invoice Analysis.

• Added-Value Documents
  

  OpenERP has put together relevant documents to help you in your selling pitches, with your prospects and sales presentations. We have set up a long list of OpenERP references containing almost 350 names (and growing) of companies, organizations or association where we or our partners have implemted OpenERP. This list is a priceless source of information that our sales department is using in every sale pitch they make and we encourage you to do the same. 

  The references are categorized by country, industry, modules implemented, etc. We consider it's a must and therefore we are continuously adding new references that will emphasize OpenERP's expertise in the ERP world.  

  Also, we have put at your disposal success stories which explain in more detail the needs the companies had and how OpenERP was used to improve their situation, structure the company and manage resource. So that they could focus on their business and generate revenue. 

  Equally important, you may access top OpenERP presentations that you can use for your own presentations. You can use these presentations to get acquainted with OpenERP and as inspiration for your own presentations.

• Plan your partner grade with the Business Plan
  

  The goal of the business plan is to position weather a company is suited to become Silver or Gold partner. We support future partners complete a business plan which will help OpenERP have an understanding on the company's objectives, how they see OpenERP's role in assisting them in reaching their objectives and targets.  

  It will also help the company synchronize itself with the account manager who will be in charge of the partner. It's important that the account manager is able to grasp what are the goals and actions anticipated by the future partner and how will OpenERP support them. 

  We have put at your disposal a template to help you with this task. The document has all necessary information and requirements from the side of the future partner. 

• Demonstration
  

  Being able to do a good demonstration of the OpenERP product is key to succeed in your sales presentation. This section comprises demonstrations (screencasts) that will help you get acquianted and present OpenERP to your prospects. The demonstrations available cover the most used modules like HR, CRM, Project management, etc. 

• Contact us
  

  At OpenERP SA, we have different responsible for different kind of activities and services we provide to partners: trainings, account managers, events organisation, marketing and communication, etc.

  This section gives you a direct access to all contacts that have been assigned to you so that you can easily reach the right person at OpenERP according to your specific need.

   

Build your Marketing: a must for Marketing and events activities with OpenERP

• Events
  

  A great way to learn OpenERP and find new prospects is to participate to events and organize/host your own events. We have a marketing team which is dedicated to events organization with out partners.

  We organize different kind of events:

  • On Site: Open Days, Training Sessions

  • Online: Webinars, Online Trainings

  Through this section, you can get access to all events you can attend and you can also propose to organize an event with the collaboration of OpenERP. If you organize events, we are ready to promote your events (website, mailings, etc), manage subscriptions, etc.

• Documents
  

  It's an essential source of information, containing brochures, case studies, customer references, etc. Another great tool is the Logo Generator, with which you can create your own logo containing the OpenERP official logo. 

• Materials
  

  We put at your disposal all our books. You can purchase them directly from the platform. 

• Contributions
  

  A good way to get visibility is to communicate on all your achievements, development released or business achievements. Our partners can publish their blog post directly in the official website of OpenERP to get a lot of visibility (1 million page views/month).

  Through this section, you can subscribe your post in the official planet (community news) section of OpenERP.com

Benefit from our technical services

• Follow-up your Support Tickets
  

  Look no further, this is the place comprising the list with your OpenERP Publisher's Warranty Support/Maintenance tickets. Through the simple interface you can monitor the status of your support tickets, see their progress, type (eg, support or migration) and check their priority.

• News Update
  

  Also present in this section are the community news. In this way, you will stay in touch with the news coming from our community and partners and see what the others are up to. All the news here is directly related to OpenERP and to the community's activity with OpenERP. You can start publishing your own news if you want to share with the rest your experience and activity with OpenERP. 

• Developer Tools
  

  We have covered also the technical part. We put at your disposal Developer Tools:

  • The Builtbot is OpenERP's continuous integration server. Any new branch will be tracked automatically by the buildot, making it possible to the developers to easily see when their development doesn't pass our testsuite.

  • The Runbot is a tool similar to the buildbot and provides additional information for all branches. In particular, it provides automatically an OpenERP instance running the code of each branch so it is possible give the link to someone else for human testing. It also provides code coverage information.

  • Publish your modules. OpenERP Apps is one of the world's biggest repositories of enterprise management applications with more than 1.200 modules and growing. It comprises complete applications like CRM, Accounting and Project  Management as well as very specific applications like fleet management, e-Commerce integration, etc. OpenERP Apps also includes vertical applications related to specific sectors. It's here where you can contribute as well by publishing your own modules. 

   

Quality Services with OpenERP Enterprise 

• OpenERP Enterprise
  

  OpenERP Enterprise is meant for businesses looking for a production-ready management software. It's fully supported by the OpenERP Team, so customers don't have to worry about support, migration, bugfixing and security alerts. What is different from our previous OpenERP Publisher's Warranty is that in this case we allow Private Modules, under the AGPL + Private Use licensing. Read more in our FAQ http://www.openerp.com/services/faq-onsite

• Support with the company
  

  As Support is part of the services offered in the OpenERP Enterprise, you will see the list with your requested Support/Maintenance tickets. Through the simple interface you can monitor the status of your support tickets, see their progress, type (eg, support or migration) and check their priority.

• Migration at a fixed price
  

  Migrations take time and involve lots of working hours and money. OpenERP has a dedicated team working on migrations, who has extensive in depth knowledge of OpenERP and masters the process. OpenERP is the only ERP that does migrations at a fixed price. So, we have comprised the migration in the price of the OpenERP Enterprise. From the portal you can start the process yourself and we take care of the rest. It is highly important that you are upgraded at every new version of OpenERP, as we release a new stable version every 18 months. You are provided with migration Follow-up so that you are able to check the status of possible issues. 

Stay in touch with OpenERP - Communication 

• News Update
  

  Don't miss out on any of the OpenERP announcements. Here you will access our latest news on features, services, new releases and so on. It's the only place where we publish our official news so make sure you're well wired. 

• Community News
  

  Also present in this section are the community news. In this way, you will stay in touch with the news coming from our community and partners and see what are others up to. All the news here is directly related to OpenERP and to the community's activity with OpenERP. You can start publishing your own news if you want to share with the rest your experience and activity with OpenERP.  

• Partners mailing list
  

  We have created a partners mailing list which is exclusively dedicated to conversations between then official OpenERP partners and OpenERP. The list is restricted to business discussions only, such as looking for collaboration with other partners, reacting on announcement published by OpenERP S.A., etc. We want to offer the possibility to our partners to work together, share ideas and expertise.

Train your Employees, outsource the job to us

• Online Training
  

  We organize a cycle of thirteen webinars every 3 weeks, in order to train partners and their employees on OpenERP. These webinars are strictly reserved to partners.

  The subjects we cover are:

  1. Introduction
  2. CRM management
  3. Sales and invoicing management
  4. Purchase management
  5. Project management
  6. Warehouse management
  7. Manufacturing management
  8. Human resource management
  9. Accounting management
  10. Analytic accounting management
  11. Plugins
  12. Point of sales management
  13. Knowledge management

  Subscription to these webinars is free of charge and are done in English. Each webinar has a duration of two hours:

  • One hour of training on the topic;

  • One hour of questions and answers with an OpenERP expert

  The purpose of these webinars is to equip you and your team to make the best out of OpenERP. To be ready to use it in your company and successfully implement it for your future clients. It is highly important that you receive a direct functional input from the side of OpenERP. 

• Onsite Training
  

  OpenERP organizes 5 - day training sessions both functional and technical meant to teach you how to use OpenERP, train your team, help you develop modules with OpenERP and enable you to sell OpenERP. 

  Functional Training

  This modular course is dedicated to partners, integrators and end-users who want to get a better functional understanding of OpenERP. This course is meant to give an overview of the OpenERP features allowing for a general understanding of the software.

  After following these trainings you will be able to:

  • Understand the functional concepts.          

  • Work with the software on a daily basis.              

  • Configure the software using the standard modules.
     

  • Apply general system administrator setting.

  • Change existing workflows

  Technical Training

  This course is dedicated to partners, integrators and developers who need to grasp knowledge of the OpenERP development process. This  course is for new developers or for IT  professionals eager to learn more about the OpenERP technical aspects.

  Participants should be able to:

  • Understand the development concepts and architecture;

  • Install and administer OpenERP;

  • Develop a new OpenERP module.

• Partner Documents
  

  We have put together a small library where you can browse through our material for Sales, Marketing, Methodologies, FAQ and others. This will help you find information faster and be more efficient in your documentation. 

  We understand it can be a drag to always search for the right information, so this will help you find what you need. There is also a file containing Methodologies with very practical info on how to Implement OpenERP, Sale, etc.

• OpenERP Apps Library
  

  Quick and easy way to access our repository of enterprise management applications with more than 1.200 modules and growing. It comprises complete applications like CRM, Accounting, Project Management to name a few, as well as very specific applications like fleet management, e-Commerce integration, etc. OpenERP Apps also includes vertical applications related to specific sectors. It's here where you can contribute as well by publishing your own modules. 

  Also, you can access directly the OpenERP official documentation to help you with the information you lack about the software

• Books
  

  Access to our ecommerce platform where you can order the official OpenERP books. 

   

Contact us