|
|
|
|
CATT Ltd is a leading organization
in India who can help you to solve your problem in the area of Customer Relationship
Management. We use different open source CRM software and provide you full support
to customize and manage it as per your need.
|
|
|
|
Vtiger is an open source Customer
Relationship Management (CRM) application that was absorbed from SugarCRM to establish
a fully open source CRM application with compatible functionality to SugarCRM and
Salesforce.com. The free edition of Vtiger offers few features; like- reporting,
a customer portal and an Outlook plug-in. However the paid version can be customized
with many other features along with the free features.
|
|
|
|
In its most recent version 5.1.0 (current
as per July 22, 2009), Vtiger offers all the usual CRM functions:
|
• Sales automation (customizable product entries, inventory
management, quotations, billing, and trouble ticketing).
|
• Customer support & service functions, including
a customer
self-service portal
|
• Marketing automation (lead generation, campaign support,
knowledge bases)
|
|
• Analysis and reporting
|
|
|
|
View some Screen Shots of Vtiger CRM below:
|
|
|
|
Some Products and their Screen shots of Vtiger:
|
|
|
|
Calender :
|
|
• Events View :
|
|
|
|
|
|
To view the Events scheduled for a particular day user can click on Calendar icon
. The user may also have the option to switch to a weekly, monthly or yearly view
by clicking the appropriate icon at the top of the daily calendar. He may also switch
to a list view or to the calendar of one of your co-workers.
|
|
|
|
|
• Adding an Event :
|
|
|
|
|
|
To enter the schedule of a meeting or call the user can click the [Add Event] button
and select the event type. A pop up window will be displayed where the user can
add new event information.
|
|
|
|
|
• All Events and ToDos :
|
|
|
|
|
|
The user can get all activities including events informations in one list . He can
also change the list according to his own criteria and filter the functions according
to his requirement.
|
|
|
|
|
|
|
Sales Process :
|
The Vtiger CRM helps the user to accomplish entire sales process from the first
contact with a prospective customer to the after-sales services. Different sales
process phases are offered by the Vtiger CRM and explained in the following sections:
|
|
• Leads :
|
|
|
|
|
|
Lead are the first phase in establishing a customer relationship. The company may
get leads from marketing activities such as trade shows, advertisement or press
releases. At this phase no one knows whether this first contact will lead to a business
opportunity. Usually or unfortunately, most of the Leads will not generate any business
transactions. The Vtiger CRM system considers this by treating Leads different from
all other contact information stored in the Vtiger CRM. It is sensible to avoid
useless Leads loading the Vtiger CRM system unnecessarily. For this reason Leads
are not linked to other account or contact information. Thus using Vtiger CRM user
can view the master data of a lead, can Add a new Lead to database , can add further
information to the lead as required and can also import or export the list of all
leads.
|
|
|
• Potentials :
|
|
|
|
|
|
In the sales process, sales potentials are the logical successors of leads. Therefore,
Using Vtiger CRM the user can create a sales potential from a lead and transfer
all information available for the lead to the new sales potential. In addition he
can create a sales potential directly, he can have detail view of the master data,
he can further add information , he can export the list of sales to the computer.
|
|
|
• Quotes :
|
|
|
|
|
|
The CRM system supports in the creation of quotes for potential customers. A quote
relies on product and/or service catalog and the appropriate price lists Thus, we
can capture the products , services and as well as prices in the Vtiger CRM system
before create a quote. For quotes, the Vtiger CRM system considers all type of taxes
or discounts which may apply to the offer of products or services. These may include
local, state or federal taxes as well as special taxes. These taxes can be calculated
individually for each product or service, or calculated for the whole. Before you
select products for your quote, you need to decide what tax mode applies to your
offer. The Vtiger CRM system supports an Individual and a Group tax mode.
|
|
|
• Sales Order :
|
|
|
|
|
|
Sales orders are the orders you receive from customers. Such orders of goods or
services are usually presented as a paper copy received by fax or mail. It makes
sense to capture such orders also in the VtigerCRM. A sales order may differ from
your quote and you should have such information available at the VtigerCRM system.
The User may create a sales order from a previous quote by opening the detail view
of the corresponding quote Generate Sales Order. This will automatically transfer
the present quote information to the new sales order. The User may also create a
new sales, edit the Sales order when ever required.
|
|
|
• Invoices :
|
|
|
|
|
|
The User can use the VtigerCRM system to create customer invoices manually or automatically
from a sales order, manually from a quote, He can send the PDF copy of invoices
as an email to customers directly from the invoice detail view.
|
|
|
|
|
|
|
Marketing
|
|
|
|
|
|
The VtigerCRM supports in marketing efforts with a Campaign module. The user can
have a list view of the marketing campaigns , he can add individual contacts, leads,
potentials or activities to your campaign. Or, he may load existing contact lists
or lead lists to the campaign by making the proper selection. These lists must already
exists as customized list view in the lead or contact modules , he can also send
a mass mailing to selected contacts .
|
|
|
|
|
|
|
|
|
Support:
|
|
The CRM system offers comfortable possibilities to maintain the valuable customer
relationships after sales. Why should we use the support functions?
|
• The support functions help to collect and sort customer
requests,
inquiries, disturbances, problems etc. related to
sold goods or
services.
|
• The support functions keep CRM users and customers
informed on
the status reached in respect to the response to
customers
messages.
|
• Support staff gets a very effective tool to keep
track of customer
complaints or requirements related to customers or products
or
both.
|
• Sales staff and management can get a quick overview
of support
activities related to customers or products or both.
|
• CRM user or customer get a convenient access to frequently
ask
questions (FAQ). That can help you company to keep the
service
requests low and to maintain standard procedures in responding
to
customers requests.
|
|
• Trouble Tickets:
|
|
|
|
|
|
In the CRM terminology, tickets are any kind of customer service requests as they
occur after sales.Using Vtiger CRM the user can create a new , he can change the
content of a single or multiple tickets at once, delete unwanted tickets, set filter
functions for the list view or merge ticket information with templates.
|
|
|
• Frequently Asked Questions (FAQ):
|
|
|
|
|
|
FAQ refer to listed questions and answers, all supposed to be frequently asked in
some context, and pertaining to a particular issue . FAQ may be used for instance
|
|
|
• as a knowledge base to inform your customers about your
products,
services or procedures,
|
|
|
• for your employees to inform on internal business
procedures,
|
|
|
• for your service staff to discuss procedures for helping
customers,
and much more.
|
|
|
|
|
|
|
Analysis:
|
|
• Dashboard:
|
|
|
|
|
|
The dashboard gives a graphical representation of sales and service data.
|
|
|
• Reports:
|
|
|
|
|
|
The data can be summarize and stored in the CRM by reports. The Vtiger CRM consists of a set of predefined reports available which you can customize as per the needs. Thus provides an overview of customer related activities and draw conclusions on how to improve sales process.
|
|
|
|
|
|
|
|
|
User interaction features of Vtiger CRM include:
|
• Integration with corporate E-mail systems (plug-in
for
Microsoft Outlook, Mozilla Thunderbird extension)
|
|
• Support of the Asterisk PBX phone system
|
|
• Calendaring
|
|
• Tag cloud functionality
|
|
• RSS feed subscription
|
|
• PDF document generation via the TCPDF library
|
|
|
|
We at CATT Ltd have developed expertise in providing customized Vtiger CRM solution
exclusively designed for your business needs. We are committed to come up with exclusive
Vtiger product for each category; like – inventory management, customer support,
marketing automation, reporting etc. Our products will not only help you to reach
the highest level of your customer relationship management but also you will get
the best product at a competitive price.
|
|
|
|
We offer different customized services with Vtiger at a competitive price; eg.
|
|
• Vtiger Open Source CRM
|
|
• Vtiger Feature Development
|
|
• Vtiget Customization
|
|
• Vtiger Installation Services
|
|
• Hire Vtiger CRM Programmer
|
|
|
|
|
|
|