Vienna Advantage CRM is an open source Customer Relationship Management Software, part of the VIenna Advantage ERP System. KEY DIFFERENTIATORS of this solution: covers complete set of CRM features, first Mid-Market CRM, based on Model Driven Architecture, choice between on-premises and cloud editions, integrated with ERP & DMS on demand, Inbuilt Workflow Management System, integrated Collaboration & Productivity Features, highly scalable and user-friendly, inbuilt Dynamic Reporting capabilities.

1. CUSTOMER
RELATIONSHIP
MANAGEMENT
Harness the benefits of proven CRM concepts with the
unparalleled features of VIENNA Advantage CRM.
Establish a fail-proof process & system, in order to maximize
profits, create long-term clients and add value to your
products.
Vienna Advantage open source CRM
http://www.viennaadvantage.com/

2.  Covers complete set ofCRM features
 First Mid-Market CRM, based on Model Driven Architecture
 Choice between On-premises and Cloud editions
 Integrated with ERP & DMS, on demand
 InbuiltWorkflow Management System
 Integrated Collaboration & Productivity Features
 Highly Scalable and User-Friendly
 Inbuilt Dynamic Reporting Capabilities
KEY DIFFERENTIATORS
VIENNA Advantage (CRM) Customer Relationship Managementwww.viennaadvantage.com

3. SALES STAFF
 Know your customers better
 Organize yourself and your activities
 Get reminders by your systems
 Get alerts by your system to act on
 Quickly access and record information
 Coordinate better with your agents and
 Subordinates
SALES MANAGER
 Control your sales-staff activities
 Delegate work more efficiently
 Set a clear sales process, even for new employees
 Promote teamwork by creating structured teams
 Set sales targets and follow up on them
MARKETING STAFF
 Know your successful campaigns
 Analyze your target groups better
 Plan measures and ensure their
effectiveness
 Budget Campaigns and Channels
 See real-time reports on your campaigns
and leads
CUSTOMER SERVICE STAFF
 See unresolved customer requests
 Workflow-based routing to specific
 department, roles or persons
 Track time taken to resolve issues
 Record billable items on tickets
 See efficiency reports
TOP MANAGEMENT
 Know your forecasted sales and drill down to each
opportunity
 Control your sales regions and sales force
 Get real-time reporting on sales figures, sales funnel
 See cost versus revenue analysis on real-time
 Easily roll out policies, price changes, new products
VIENNA Advantage (CRM) Customer Relationship Managementwww.viennaadvantage.com
BENEFITS

4. SALES-FORCE AUTOMATION
 Leads Management
 Opportunities Management
 Sales, Regions and other
dimensions
 Predefined or flexible sales
process-flow
 Follow-ups using task,
Calendar and Alerts
 Templates
MARKETING & CAMPAIGNING
 Customer Segmentation
 Campaign Planning (Cost &
Tasks)
 Involve resources and
items
 Campaign Forecast
 Online & Offline Campaign
 Email Campaign Execution
from within system
 Campaign success tracking
CUSTOMER SUPPORT
 Customer Portal
 Customer request handling
 Customer request invoicing
 Service Level Agreement (SLA)
SALES FORECAST
 Team Forecast
 Master Forecast
 Master vs Team Forecast
 Team Forecast Report
 Master Forecast Report
REPORTING AND ANALYTICS
 Team Forecast
 Master Forecast
 Master vs Team Forecast
 Team Forecast Report
 Master Forecast Report
EXTENSIONS
 Order Management
 Contract Invoicing
 Commissions
CUSTOMER DATA & HISTORY
 Customer Master data
 Customer Communication
Data
 Customer Data
Segmentation
 Customer Target Groups
 Customer Preferences,
Order History
SALES ANALYTICS
 Role based Analytics
 Role Based Dashboard
charts and views
 Dynamic KPIs
 Dynamic Alerts
 User defined reports and
print formats
 Schedule report
distribution
VIENNA Advantage (CRM) Customer Relationship Management
http://www.viennaadvantage.com/erp-crm-core-modules.php
FEATURES

5. AGILE
 Mix your own ERP using the
inbuilt Marketplace
 Custom Apps
 Partner Modules
 Reproduce Effort
 Transportable Industry
Templates
 Transport Language Packs
 Transport Modules
 Transport Data
 Self-upgrading
MOBILITY
 HTML5 based User
Interface on Mobile
Devices
 ERP features available on
mobile devices
 Customization in ERP
windows automatically
reflect on the mobile
devices
 Fast and User-friendly
interfaces
 eFeatures on iPhone and
Android devices
DOCUMENT MANAGEMENT
 Upload, scan documents OCR
 Attach documents to any
record in the system
 Powerful search within
documents
 Generate documents from
templates
 Document routing using
workflow
 Scalable search engine
ADMINISTRATIVE FEATURES
 Strong Role-based security
concept
 Audit Trails
 Schedulers
 Back-ups
 Processors
 Error Logs
Campaign Management, part of Vienna Advantage CRM:
https://www.youtube.com/watch?v=01mqPOSA3zs&noredirect=1
VIENNA Advantage (CRM) Customer Relationship Management
http://www.viennaadvantage.com/erp-crm-core-modules.php
FEATURES

6. PRODUCTIVITY FEATURES
 Workspace
 Extendable Business Cockpit
 Email, SMS, mail Merge
 Calendar
 Activities and Tasks
 Requests
 Synchronize with Google and
iCloud
 iPhone and Android interface
 Follow-ups
 Workflow
 Excel Import/Export
 Dashboards
EXTENDABLE AND FLEXIBLE
Without coding
 Extendable User interface
by Visual Tools
 Extendable Workflow
 Extendable Reports
 Extendable Languages,
Help
 Extendable Business Logic
 Extendable Analytics
With coding
 Interface to third-party
applications
 Custom Form development
 Custom Processes
development
 Account Management
 Activity Management
 Alerts & Notifications
 Appointments
 Email & SMS
 Contract management
 Contact Management
 Mail / SMS / Email Campaigns
 Time & Expense Management
 Incentive / Commission Set
up & calculation
 Opportunity to integrate
with phone systems trough
web services
 Request Management
 Tightly integrated with ERP
functionalities
OTHER FEATURES
VIENNA Advantage (CRM) Customer Relationship Management
http://www.viennaadvantage.com/erp-crm-core-modules.php
FEATURES

7. Sales & Marketing Module
Realize the organization's goals by
consolidating efforts of the Sales &
Marketing teams and increasing
product sales.

8. VIENNA Advantage (CRM) Customer Relationship Management
http://www.viennaadvantage.com/erp-crm-core-modules.php
 Create sales forecast baselines by
combining historical sales data,
economic & industry trends and
research
 Consolidate sales forecasts from
different product segments and
consolidate into a master forecast
and prepare cash flow projections
 A highly dexterous reporting tool
allows you to back up your
forecasts with accurate sales
averages at specific locations,
and several other dimensions
BENEFITS
SALES & MARKETING MODULE
 Maintain multiple sales forecasts
that are based on different
criteria
 Maintain customer-segment
specific campaigns records
 Maintain multiple campaign types
 Track campaign results in terms of
sales and revenue
 Track campaign costs
 Manage multi-channel campaigns

9. VIENNA Advantage (CRM) Customer Relationship Management
http://www.viennaadvantage.com/erp-crm-core-modules.php
 Sales Forecast & Reporting
 Workspace
 User Profile
 Personal & Shared Calendars
 Favorites
 Latest feeds
 Activities /Task Management
 Alerts – Notifications,
Requests
 Collaboration withTeam
Members
 Dashboard
 My Contacts
 My Follow-ups
 My Notes
 My Links
FEATURES
SALES & MARKETING MODULE
 Marketing Channel
 Marketing Campaign
 Marketing Campaign Report
 Campaign Type
 Campaign Target List
 Campaign Summary
 Interest Area
 Interest Area Subscription

10. CONTACT
one of our offices and find out more about our products
Germany
VIENNA Advantage
Bohlenskamp 21, 26340 Zetel
Phone: +49-621-307-80370
United States
VIENNA Advantage
2372 Morse Avenue Suite #418
Irvine, CA 92614
Phone: 1-949-325-0615
India
VIENNA Solutions
#493 Phase-9, Industrial Area
Mohali, PB 160062
Phone: +91-172-5090-860
VIENNA Advantage (CRM) Customer Relationship Management
www.viennaadvantage.com
info@viennaadvantage.com
Let’s get social
INTERNATIONAL
Partners’ Directory | Find partner
http://viennaadvantage.com/find-partner-americas.php www.linkedin.com/company/vienna-advantage
www.facebook.com/viennaadvantageerp
www.twitter.com/viennaadvantage
www.youtube.com/user/softwareonthecloud
Blog | http://viennaadvantage.com/blog/
www.viennaadvantage.com