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Rittichai Sufu
boyspi@gamil.com

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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

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CRM Architecture

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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.

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Vtiger CRM Feature
Sales force
Automation
Marketing
Automation
Inventory
Automation
Customer
Services
Report &
Dashboard
Analysis
Activity
Management

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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

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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

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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

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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

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Report & Dashboard Analysis
• Key Metrics
• Customizable Reports
• 20+ Pre-built Reports
• 20 Pre-built Dashboards
• Report Folders

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Activity Management
• To Dos, Meetings & Calls
• Recurring Events
• Shared Calendar
• Activity History
• E-mail Notifications
• Notes

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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

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Q&A
Q&A