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Businessware Technologies - VTiger CRM
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Businessware Technologies - VTiger CRM


VTiger CRM is a leading open source CRM software. Businessware Technoligies is the leading Enterprise Linux and Open Source solution provider in middle east.

VTiger CRM is a leading open source CRM software. Businessware Technoligies is the leading Enterprise Linux and Open Source solution provider in middle east.

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  • 1. Syed Asim ZamanConsultant / Technology Integration Specialist 050-4400274 / 050-6447631 G3 IT Consultants (
  • 2. Table of Content  What is CRM  Why CRM?  General Overview  Operational reasons  Financial reasons  Product features  VTiger Access Options  Product  Benefits and Features  Screenshots  Who uses VTiger?17/1/2011 2
  • 3. What is CRM  CRM stands for Customer Relationship Management. A process used to learn more about customer’s needs and behaviors for developing stronger relationships.  The CRM should provide at least basic information about your clients, and the people you work with at those companies.  A way to show that you value your clients.17/1/2011 3
  • 4. What is CRM Email Analytics Web BackOfficeCustomers Call Center Customer Information Field Marketing Partner
  • 5. What is CRM, Its the “Customer”  Know the Customer?  Problems, Pains, Fears, Needs, Wants, Likes, Goals, Influences, Relationships, Affiliations, Alliances, Experiences, Aspirations, Options, Expectations, Questions, Knowledge, Skills, Activities, Attention, Communications, Interactions, Emotions, Memories, Satisfaction, Perceptions, Beliefs, Admirations, Attitudes, Opinions, Values, Learning, Ideas, Motivations, Objections, Priorities, Choices, Behaviors, Personality, Self-Concepts, Trust, Loyalty, Attention, Recognition, Time, Energy, Risks, Investments, Rewards, ROI, Lifestyle, Lifecycle Stage, Social Class, Culture, Sub-culture, Age, Family, Education, Hobbies, Interests…?17/1/2011 5
  • 6. Why CRM?17/1/2011 6
  • 7. Why CRM – General Overview  Track the process from Leads to Sales Orders  Gain insight into the behavior of the customers and the value of those customers  Provide better customer service  Increase business revenues  Discover new customers  Simplify marketing and sales processes  Helps sales staff close deals faster  Make call centers more efficient  Company can get continuous feedback  Cross selling products more effectively  Sales Force Automation and Marketing Automation17/1/2011
  • 8. Why CRM – Operational Reasons Having multiple offices and/or mobile workers and need to share and manage customer information from all sources.  You are losing potential business due to improper handling of calls, emails, no follow-ups and long delays.  Do you know? “How many leads you have now and estimated earnings”.  Is your marketing paying off? “What is the cost of marketing campaign and how many leads & revenue expected”.  Managing too many excel sheets for leads, meetings and follow-ups etc...  Your business contacts are scattered in business card holders, emails, paper clips and laptops.  Who is responsible for particular lead now and after 2 weeks?17/1/2011 8
  • 9. Why CRM – Financial Reasons  It typically costs 5-10 times as much to acquire a new customer as it does to retain an existing one.  “Some companies can boost profits by almost 100% by retaining just 5% more of their existing customers.” Harvard Business Review (Reicheld & Sasser)  A recent McKinsey study showed that the average new customer spends $24.50 at a given web site in the first 3 months as a shopper. The average repeat customer spends $52.50 every 3 months.  Most companies lose 50% of their customers in 5 years (Harvard University)  On average only 15% of a site’s customers consider themselves loyal to it. The loyalty rating among people who had experienced a problem was only 6%. Customers who had not experienced problems indicated a customer loyalty rating of 19%. The loyalty rating among customers who had experienced problems but were satisfied with the way they were handled: 21%. (Digital Idea)  70% of repeat purchases are made out of indifference to the seller, NOT loyalty. (eLoyalty)17/1/2011 9
  • 10. Product - Features Contact Management: Manage leads and clients (accounts) Track Activities: To DOs, shared calendar, calls and events Sales-force automation: Lead capture and the promotion of leads to Opportunities. Opportunity tracking: Track the sales stage and percentage likelihood. Sales pipeline tracking: Use graphical charts with one click access to underlying data. Lead source analysis of sales and opportunities Creating quotations for clients Service case tracking: There are also other service/support capabilities such as tracking software bugs, and managing support contract renewals. Corporate calendar management: This can be used for arranging meetings. Corporate directory: This can be used for contacting fellow employees. Document management and revision control: This helps in managing and retaining reference copies of important corporate documents
  • 11. VTiger Access Options Intranet PC with browser Internet Internal VTiger Hosted VTigerSmartphone with browser Smartphone with VTiger App.
  • 12. Product – Screenshots - Main Track sales pipeline17/1/2011 12
  • 13. Product – Screenshots - Reports Track leads and sales17/1/2011 13
  • 14. Product – Screenshots - Action Immediate Action – No delays17/1/2011 14
  • 15. Product - Dashboards Easy tracking of sales pipeline17/1/2011 15
  • 16. Product - Dashboards Track marketing campaign effectiveness17/1/2011 16
  • 17. Product – In your mobile Always remain connected with clients17/1/2011 17
  • 18. Who uses VTiger?  NYSE Euronext,  German Postbank  Aegon  Daimler Chrysler  IKEA  SIXT  SONY  Boeing  And More…17/1/2011 18
  • 19. SMS promotion & marketing Combined with CRM. SMS marketing is one of the most cost effective way to reach your customer, when you need to. Putting forward special offers and promotions Games and prize draws Selling unsold tickets Capturing numbers – collecting data We do provide bulk SMS services as well.
  • 20. Move on to  Better customer service  Systematic handling of leads & marketing campaigns  Marketing Automation  Sales Force Automation  Integration ready platform. A complete solution Integrated with Telephony, Fax Server, Email Server, Fixed Mobile Terminal (FMT) and much more when you need it.17/1/2011 20
  • 21. Call us now for a no-cost on-site demo and presentation. Syed Asim Zaman / 050-4400274