Businessware Technologies - VTiger CRM


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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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Businessware Technologies - VTiger CRM

  1. 1. Syed Asim ZamanConsultant / Technology Integration Specialist 050-4400274 / 050-6447631 G3 IT Consultants (
  2. 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. 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. 4. What is CRM Email Analytics Web BackOfficeCustomers Call Center Customer Information Field Marketing Partner
  5. 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. 6. Why CRM?17/1/2011 6
  7. 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. 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. 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. 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. 11. VTiger Access Options Intranet PC with browser Internet Internal VTiger Hosted VTigerSmartphone with browser Smartphone with VTiger App.
  12. 12. Product – Screenshots - Main Track sales pipeline17/1/2011 12
  13. 13. Product – Screenshots - Reports Track leads and sales17/1/2011 13
  14. 14. Product – Screenshots - Action Immediate Action – No delays17/1/2011 14
  15. 15. Product - Dashboards Easy tracking of sales pipeline17/1/2011 15
  16. 16. Product - Dashboards Track marketing campaign effectiveness17/1/2011 16
  17. 17. Product – In your mobile Always remain connected with clients17/1/2011 17
  18. 18. Who uses VTiger?  NYSE Euronext,  German Postbank  Aegon  Daimler Chrysler  IKEA  SIXT  SONY  Boeing  And More…17/1/2011 18
  19. 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. 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. 21. Call us now for a no-cost on-site demo and presentation. Syed Asim Zaman / 050-4400274