The document outlines an agenda for a presentation on open source CRM using vTigerCRM. The presentation will define CRM as customer relationship management, describe CRM architecture and sales force automation, demonstrate the features of vTigerCRM like potential group portfolio tracking, sales tracking, inventory management, and real-time reports, and include a live demo and question and answer section.

1. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
1
Open Source CRM with vTigerCRM
By Passapong Thaithatgoon
CRMinTH Web Master, Marvelic.
Software Architecture, Somewhere Commercial Bank

2. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
2
Agenda
● CRM = ?
● CRM Architecture
● Sales Force Automation
● vTigerCRM
● Potential Group Portfolio
● Sales Tracking
● Inventory Management
● Real-time Report
● Live demo
● Q&A

3. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
3
CRM = ?
Customer + Relationship + Management

4. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
4
CRM = ?
● Who is our customer?
● STP is the framework for identify customer:
● Segment
● Target
● Positioning
Segment 1
Segment 2
Segment 3
Customer
Target

5. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
5
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

6. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
6
CRM Architecture
Sale
Sale
Sale
Sale
Collect
Customer
Behavior
Behavior
Database
Analyze data &
Find relationship factor
Marketing
Executive Management
MarketingCampaigns

7. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
7
Sales Force Automation
Sale
Sale
Sale
Sale
Collect
Customer
Behavior
Behavior
Database
Analyze data &
Find relationship factor
Marketing
Executive Management
MarketingCampaigns
Sale Force Automation

8. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
8
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

9. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
9
vTigerCRM: Potential Group Portfolio
● State: Lead → Potential → Customer
● Lead (Target segment)
● Potential (Win or Lost)
● Features
● Contact
● Account
● History

10. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
10
vTigerCRM: Sales Tracking
● Sales state (Prospecting, Need Analysis, …)
● Quote
● Sales Order
● Invoice
● Activities
● Call
● Meeting
● e-Mail
● Features
● Campaigns
● Issue-Tracking

11. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
11
vTigerCRM: Inventory Management
● Purchase
● Vendor
● Purchase Order
● Sales
● Quotes
● Invoice
● Sales Order

12. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
12
vTigerCRM: Real-time Reports

13. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
13
Live Demo

14. 25/09/2009
OSS festival
Open Source CRM with vTigerCRM
By @champillon
14
Question & Answer
Thank you.