Vtiger CRM

What is Vtiger?  
Customer Relationship Management^Sales Force Automation^ Customer Support & Service^ Leads Management^Customer Insights & History^Marketing Automation^Customer Self-Service Portal^Activity Management^Marketing campaign^Inventory Management

What is Vtiger CRM?

VTiger CRM is a widely used product with thousands of users in dozens of countries. VTiger Capabilities include sales force automation, customer support, marketing automation, activity management, calendaring, inventory management, security management and email integration. VTiger CRM also provides, enterprise grade business productivity enhancement add-ons including but not limited to Customer Portal , Microsoft Outlook and Word Plug-in, Thunderbird Extension.

VTiger CRM has been deployed by thousands of enterprises in various industries around the globe. vTiger CRM customers include Aegon USA, Nokia, NYSE Euronext, German Postbank, Datentechnik, Data HQ Limited (UK), Eon Products, and American Broadband Family Of Companies.

Features

Sales Force Automation Customer Support & Service Marketing Automation
Lead Management Trouble Tickets Campaign Management
Account & Contact Management Knowledge Base Mass Mailing
Opportunity Management Customer Self Service E-mail Templates
Sales Quotes Online Knowledge Base Mail Merge Templates
     
Inventory Management Activity Management Productivity Add-ons
Products Catalog To Dos, Meetings & Calls Email Client
Price Books Recurring Events Outlook Plug-in
Vendor Management Shared Calendar Office Plug-in
Purchase Orders Activity History Thunderbird Extension
Sales Orders E-mail Notifications Customer Portal
Invoices Notes RSS Feeds
     
Reports & Dashboards Product Customization Security Management
Key Metrics Custom Fields (10 different data objects) User Management
Customizable Reports Pick Lists Profiles
20 Pre-built Reports Custom List Views Roles
20 Pre-built Dashboards Drag & Drop Modules Groups
Report Folders Currency customization Organization-level Access Control

Sales Force Automation

Sales Force Automation (SFA) is an important CRM function that streamlines and enhances the operations of your sales team. SFA includes the key activities needed by your sales team including Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, and others.

Lead Management

Sales leads are a vital resource for sales and vtiger CRM offers sales teams a full range of lead management functions.

  • Manage leads end-to-end (from creating leads to converting them into opportunities)
  • Capture leads directly from your Web site and transfer to vtiger CRM
  • Customize online lead form as per your organization requirements
  • Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
  • Add multiple products to the leads
  • Qualify leads to next stage based on information captured in lead details
  • Convert leads into sales opportunities, accounts, and contacts with a single-click
  • Lead conversion mapping for all the custom fields
  • Create fully customizable lead reports
  • Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
Opportunity Management

Opportunity Management is another important sales function covered by vtiger CRM. Opportunities are labeled Potentials in vtiger CRM. vtiger includes the following features for Opportunity Management:

  • Track all sales opportunities end-to-end in a sales cycle
  • Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
  • Generate quotes, sales orders, and invoices from the potentials
  • Create fully customizable opportunity reports
  • Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyze the sales pipeline and quickly identify the bottlenecks if any
Account Management
  • Track all accounts and related contacts, opportunities, cases, and other details from a common repository
  • Specify parent-child relationships between accounts and their subsidiaries or other divisions
  • Import accounts from external sources, such as ACT, GoldMine, and other applications
  • Generate quotes, sales orders, and invoices for the accounts
  • Track purchase history of the customers and analyze opportunities for up selling and cross selling
  • Create fully customizable account reports
  • Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns of a customers and set up loyalty programs
  • Attach customer-specific documents to accounts for a quick reference in future
Contact Management
  • Track all contacts and related opportunities, cases, activities, and other details from a common repository
  • Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
  • Import contacts from external sources, such as ACT, GoldMine, and other applications
  • Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
  • Synchronize contacts with Microsoft® Outlook®
Activity Management
  • Add all important customer-related e-mails to vtiger CRM for quick reference in future
  • Store all the details of customer meetings and calls in a n intuitive calendar
  • Manage daily tasks of the vtiger CRM users to have a streamlined sales process
Reports & Dashboards
  • Pre-build reports for sales force automation
  • Sales pipeline analysis by stage
  • Monthly Sales pipeline analysis
  • Sales opportunities by lead source
  • Drill-down the dashboards by time and opportunity stage

Customer Support and Service

vtiger CRM provides enterprise quality Customer Support & Service features, such as Ticket Management, Knowledge Management, Customer Self Service Portal, Reports, and Support Statistics specifically useful for your organization's customer support force. You can also use other customer support-related modules, such as Products, Activity Management, Calendar, Contact Management, and so on.

Ticket Management
  • Track all trouble tickets related to customers end-to-end as per organization's customer support process
  • Associate trouble tickets with accounts, contacts, products, and other modules to have a better visibility on the trouble tickets
  • Create fully customizable list views as per Support person's requirement
  • Provide solutions to the trouble tickets submitted through Customer Portal
  • Automatically update the status of tickets through E-mail
  • Create fully customizable ticket reports
  • Create customer support statistics to help the managers to plan for a better customer support process.
  • Create custom fields as per your organization requirements
Knowledge Base
  • Manage product-wise Knowledge Base in a centralized location for a better resolution of trouble tickets within least possible time
  • Associate Articles with trouble tickets and products
  • Provide public access to the Knowledge Base only after approval
  • Maintain up-to-date Articles in vtiger CRM based on customer suggestions & comments
Customer Self Service Portal
  • Fully customizable and you can deploy without hassles in your Web site
  • Secured access to the Customer Self Service Portal
  • Search Knowledge Base articles before submitting trouble tickets
  • Constantly improve the quality of Knowledge Base by threaded discussions
  • Notify trouble ticket update to the customers through E-mail
  • Follow up the trouble tickets by threaded discussions
  • Update customer profiles (limited functionality)

Marketing Automation

vtiger CRM provides Campaign Management, E-mail Marketing, Online Lead Forms, Product Management specifically useful for your organization-wide marketing requirements. You can also use other marketing-related modules, such as Calendaring, Contact Management, File Attachments, and so on.

Campaign Management
  • Manage organization-wide marketing campaigns
  • Track campaign effectiveness based on customer data
  • Execute personalized mass mailing campaigns for the campaigns
E-mail Marketing
  • Manage mailing lists based on existing data related to leads, accounts, and contacts
  • Create HTML templates directly from the system
  • Send mass E-mail campaigns from the selected mailing lists
Lead Management
  • Capture leads directly from your Web site and transfer to vtiger CRM
  • Customize online lead form as per your organization requirements
  • Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
  • Qualify leads to next stage based on information captured in lead details

Inventory Management

vtiger CRM provides Campaign Management, E-mail Marketing, Online Lead Forms, Product Management specifically useful for your organization-wide marketing requirements. You can also use other marketing-related modules, such as Calendaring, Contact Management, File Attachments, and so on.

Campaign Management
  • Manage organization-wide marketing campaigns
  • Track campaign effectiveness based on customer data
  • Execute personalized mass mailing campaigns for the campaigns
E-mail Marketing
  • Manage mailing lists based on existing data related to leads, accounts, and contacts
  • Create HTML templates directly from the system
  • Send mass E-mail campaigns from the selected mailing lists
Lead Management
  • Capture leads directly from your Web site and transfer to vtiger CRM
  • Customize online lead form as per your organization requirements
  • Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
  • Qualify leads to next stage based on information captured in lead details

Clients Highlights

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