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Vtiger presentation

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Vtiger presentation

  1. 1. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 1 Rittichai Sufu boyspi@gamil.com
  2. 2. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 2 Agenda  CRM Architecture  What is Vtiger CRM?  Vtiger CRM Feature  Sales force Automation  Marketing Automation  Inventory Automation  Customer Services  Report & Dashboard Analysis  Activity Management  Simple Workflow
  3. 3. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 3 CRM Architecture
  4. 4. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 4 What is Vtiger CRM • Vtiger CRM is as open source CRM • That was forked from Sugar CRM • Comparable functionality to Sugar and Saleforce.com • It offers reporting, a customer portal • Where as those functions are in paid versions of the other CRM applications.
  5. 5. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 5 Vtiger CRM Feature Sales force Automation Marketing Automation Inventory Automation Customer Services Report & Dashboard Analysis Activity Management
  6. 6. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 6 Sales force Automation Sales force automation tools streamline the sales process by enabling managers and sales teams to organize leads, accounts and contacts; assess and prioritize opportunities; and oversee the sales pipeline and related analytics for forecasting, and much more. • Lead Management • Account & Contact Management • Opportunity Management • Sales Quotes
  7. 7. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 7 Marketing Automation With vtiger CRM's marketing tools you can stay a step ahead of your marketing campaigns with improved integration and oversight. vtiger CRM has tools for campaign management, mass e-mail marketing, online lead generation and sign-up forms, and product management tools for specialized or organization-wide marketing needs. Other marketing-related modules include calendaring, contact management, and more. • Campaign Management • Mass Mailing • E-mail Templates • Mail Merge Templates
  8. 8. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 8 Inventory Automation vtiger CRM extends beyond traditional CRM boundaries by offering complete sales cycle management, seamlessly integrating pre-sales and post-sales activities by linking inventory management functions (from products and price books to vendors, sales quotes, purchase orders, sales orders, and invoices) with CRM modules (leads, accounts & contacts, and opportunities) • Products Catalog • Price Books • Vendor Management • Purchase Orders • Sales Orders • Invoices
  9. 9. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 9 Customer Services Enterprise quality customer support & service require enterprise quality tools. vtiger CRM provides ticket management systems, knowledge management systems, customer self service portals, reports, support statistics and much more to enable your organization's support team to meet the needs of even the most demanding customers. – Trouble Tickets – Knowledge Base – Customer Self Service – Online Knowledge Base – Manage Assets
  10. 10. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 10 Report & Dashboard Analysis • Key Metrics • Customizable Reports • 20+ Pre-built Reports • 20 Pre-built Dashboards • Report Folders
  11. 11. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 11 Activity Management • To Dos, Meetings & Calls • Recurring Events • Shared Calendar • Activity History • E-mail Notifications • Notes
  12. 12. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 12 Simple Workflow Workflow Is a feature which will automate sending Emails , creating Calendar Event like To Do's and Event and also support Custom events based on the conditions given. – Send E-mail – Invoke Custom Function – Create To do – Create Event – Update Fields
  13. 13. Click here to download this powerpoint template : Human Computers Network Free Powerpoint Template For more : Powerpoint Backgrounds Page 13 Q&A Q&A

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