Open Source CRM with vTigerCRM

Open Source CRM with vTigerCRM By Passapong Thaithatgoon CRMinTH Web Master, Marvelic. Software Architecture, Somewhere Commercial Bank

Agenda
CRM = ?
CRM Architecture
Sales Force Automation
vTigerCRM
Potential Group Portfolio
Sales Tracking
Inventory Management
Real-time Report
Live demo
Q&A

CRM = ?
Customer + Relationship + Management

CRM = ?
Who is our customer?
STP is the framework for identify customer:
Segment
Target
Positioning
Target

CRM = ?
How to know the exactly relationship between us and Customer and improve it?
Collect their behavior in our related perspective
Brand
Product
Service
Analyze collected data
Estimate the current relationship
Find the factor that effect the relationship

CRM Architecture Sale Sale Sale Sale Marketing Executive Management Behavior Database

Sales Force Automation Sale Sale Sale Sale Marketing Executive Management Sale Force Automation Behavior Database

vTigerCRM
Sales forces automation tools
Potential Group Portfolio
Sales tracking
Inventory Management
Real-time Report
Collaboration tools
Personal Portal
Chat
Calendar and TODO
e-Mail Client

vTigerCRM: Potential Group Portfolio
State: Lead -> Potential -> Customer
Lead (Target segment)
Potential (Win or Lost)
Features
Contact
Account
History

vTigerCRM: Sales Tracking
Sales state (Prospecting, Need Analysis, …)
Quote
Sales Order
Invoice
Activities
Call
Meeting
e-Mail
Features
Campaigns
Issue-Tracking

vTigerCRM: Inventory Management
Purchase
Vendor
Purchase Order
Sales
Quotes
Invoice
Sales Order

vTigerCRM: Real-time Reports

Live Demo

Question & Answer Thank you.

http://www.crm.in.th	125
http://crm.in.th	66
http://ginakatanyasemok.blogspot.com	37
http://www.slideshare.net	8
http://translate.googleusercontent.com	1

Open Source CRM with vTigerCRM

by Passapong Thaithatgoon on Sep 22, 2009

Accessibility

Categories

Tags

Upload Details

Usage Rights

5 Embeds 237

Statistics

Open Source CRM with vTigerCRM — Presentation Transcript