Post on 21-Apr-2018
INFOTRONICS Joomla-Vtiger Integration
MR.THAMMATHAT SRIPEN
MANAGING DIRECTOR
0819388500
Email : Thammathat@infotronics.co.th
MSN : thammathat@hotmail.com
twitter : @thammathat
INFOTRONICS Co.,Ltd.
Advanced POS Corporation Co.,Ltd.
affiliate with
affiliated with
IT Success Management Company
WWW.FACEBOOK.COM/THAMMATHAT
SOCIAL BLOG : WWW.CRM.IN.TH
Contact Me Facebook
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IT Success Management Company
IT Success Management Company
Sir Isaac Newton said
If I have seen farther than others,
it is because I was standing on the shoulders of giants."
"One who develops future intellectual pursuits
by understanding the research
and works created by notable thinkers of the past"
IT Success Management Company Opensource
"..midgets sitted over a giant shoulders
can see farest than the giant. "
Download Slide at www.facebook.com/thammathat
IT Success Management Company
Research Report from Gartner Group
Gartner: 80% of commercial apps to use open
source by 2012
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IT Success Management Company
Vtiger CRM
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IT Success Management Company
Joomla
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IT Success Management Company
Joomla + Joomla
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+
IT Success Management Company
Vtiger CRM
vtiger CRM , full-featured, 100% Open Source
CRM software ideal for small and medium
businesses, with low-cost product support
available to production users that need reliable
support. Vtiger CRM is Complete Customer
Management Solution , Sales Force Automation ,
Inventory Management , Marketing & Campaign
Management , Support Automation , Email
Integration , Add-ons , Mobile CRM
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IT Success Management Company
Technology
Frog from sugarcrm since 2006
PHP , MYSQL
Modular Framework
RAD Framework
API web Services
Can Modify to SaaS on Cloud
เมพ
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IT Success Management Company
Vtiger CRM
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IT Success Management Company
True Cloud Winner Project 2011
www.ecitcrm.com
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IT Success Management Company
Thailand ICT Award 2009
Winner Thailand ICT Award 2009 from Track Solution
IT Success Management Company
Intel Software Optimization Awards
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IT Success Management Company
Thailand ICT Award 2008 Runner up Thailand ICT Award 2008 from Advanced POS Corporation (iMPOS)
Subsidiary of Infotronics
IT Success Management Company
Thailand ICT Award 2005 Runner up Thailand ICT Award 2005 from Professional RCA Incident
Investigation and root cause analysis software
IT Success Management Company
Speaker in Barcamp 2011
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IT Success Management Company
Speaker in Barcamp 2010
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IT Success Management Company
Speaker in Software Freedom Days
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IT Success Management Company
Vtiger CRM main feature
Sale Force Automation
Marketing Automation
Customer Support Service
FAQ KM
Analytic
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IT Success Management Company
VtigerCRM Module
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Sales Force Automation
Customer Support &
Service
Marketing Automation
Inventory Management
Activity Management
Productivity Add-ons
Reports & Dashboards
Product Customization
Security Management
IT Success Management Company
Extension
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IT Success Management Company
Vtiger CRM
Vtiger supports your company’s internal
processes and employees in Sales, Marketing,
Customer Service and back-office personnel, in
better organizing your customer data
such as Accounts and Contacts, Sales Leads,
Potentials and Pipelines, Quotes, Sales Orders
as well as Trouble Tickets and Products
knowledgebase, and more.
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IT Success Management Company
Benefits
Improves customer service and satisfaction
Lead management
Powerful queries and groups for profiling
Marketing automation
Workflow and Process automation that will
automate key business processes in the
business
Full range of business alerts
Powerful Analytics, Dashboards, Reporting and
Business Intelligence
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IT Success Management Company
Vtiger CRM Advantage · Create Leads · Search for Leads · Online Lead capture form · Qualify, source, status, · Duplicate · Convert Lead to Account,
Contact & Potential · Email Leads · Mail merge templates · Add & associate Activities, Attachments, Products,
Campaigns
Vtiger Leads
IT Success Management Company
Vtiger CRM Advantage · Create Campaigns · Search for Campaigns · Campaign types & status · Target market and audience · Response, sales, ROI, Product · Add & associate Contacts,
Leads, Potentials, Activities · List management
Vtiger Campaigns
IT Success Management Company
Vtiger CRM Advantage · Create Accounts · Search for Accounts · Send email to Accounts · Qualify, industry, type · Duplicate · Mail merge templates · Add & associate Potentials, Contacts, Products, Activities, HelpDesk, Attachments,
Quotes, Invoices, Sales Orders
Vtiger Account
IT Success Management Company
Vtiger CRM Advantage · Create Contacts · Search for Contacts · Online Contact capture form · Qualify, source, status, · Duplicate · Contact image · Email Contacts · Mail merge templates · Add & associate Potentials, Products, Activities, HelpDesk, Attachments, Quotes, Invoices, Sales Orders, Purchase Orders, Campaigns
Vtiger Contacts
IT Success Management Company
Vtiger CRM Advantage · Create Potentials · Search for Potentials · Qualify, source, status, stage, probability, pipeline · Duplicate · Create Invoice from Potential · Add & associate Products, Activities, Attachments,
Quotes, Sales Orders · Track sales stage history
Vtiger Potentials
IT Success Management Company
Vtiger CRM Advantage · Create Quotes · Search for Quotes · Create Invoice and Sales
Order from Quotes · Terms and conditions · Duplicate · Add Products, calculate
prices,taxes · Add & associate Sales
Orders,Activities · Track Quote status history
Vtiger Quotes
IT Success Management Company
Vtiger CRM Advantage · Create Sales Orders · Search for Sales Orders · Create Invoice from Sales
Orders · Terms and conditions · Duplicate · Add Products, calculate
prices,taxes · Add & associate
Attachments, Activities, Invoices · Track Sales Order status
history
Vtiger Sales Orders
IT Success Management Company
Vtiger CRM Advantage · Create Invoices · Search for Invoices · Terms and conditions · Duplicate · Add Products, calculate
prices , taxes · Add & associate
Attachments, Activities · Track Invoice status history
Vtiger Invoices
IT Success Management Company
Vtiger CRM Advantage · Create PriceBooks · Search for PriceBooks · Duplicate · Add & associate Products
Vtiger Price Books
IT Success Management Company
Vtiger CRM Advantage · Create Products · Search for Products · Duplicate · Create Quote, Invoice,
Sales Order, Purchase Order from
Products · Stock information · Product image · Add & associate HelpDesk, Attachments, Quotes,
Purchase Orders, Sales Orders, Invoices, PriceBooks
Vtiger Products
IT Success Management Company
Vtiger CRM Advantage · Create Vendors · Search for Vendors · Duplicate · Create Purchase Order
from Vendors · Add & associate Purchase
Orders, Products, Contacts
Vtiger Vendors
IT Success Management Company
Vtiger CRM Advantage · Create HelpDesk ticket · Search for ticket · Duplicate · Convert trouble ticket to
FAQ / Knowledge Base · Mail merge templates · Define Solution · Add & associate Products, Contacts, Accounts, Activities, Attachments · Track Ticket history
Vtiger HelpDesk
IT Success Management Company
Vtiger CRM Advantage · Create FAQ · Search for FAQ · Duplicate · Add Products, Comments
Vtiger FAQ / Knowledge Base
IT Success Management Company
Vtiger CRM Advantage · SSL Secured 128bit encrypted access · Continuous backup · Hosted in a secured, first class professional hosting center (for hosted deployments) · User based unique, secure
login · User based access / visibility
rights · User / Group / Organization
based visibility, sharing and access
rights · Field / Role / Profile based
visibility and access rights · Multilingual · Multicurrency
Vtiger CRM Security and Administration
IT Success Management Company
Vtiger CRM Advantage · Synchronize contacts
between Microsoft® Outlook® and vtiger
CRM · Add customer-related
incoming and outgoing E-mail messages from
Microsoft® Outlook® to contacts in vtiger CRM
· Filter E-mails in Microsoft® Outlook® and add only
necessary e-mails to vtiger CRM
· Synchronize customer-related tasks between Microsoft® Outlook® and
vtiger CRM
Vtiger Microsoft Outlook Integration
IT Success Management Company
Vtiger CRM Advantage (con) · Synchronize customer-
related calendar (calls and meetings) between Microsoft® Outlook® and
vtiger CRM · Resolve conflicts if there
are any mismatch between Microsoft®
Outlook® and vtiger CRM data (contacts, tasks,
and calendar)
Vtiger Microsoft Outlook Integration
IT Success Management Company
Vtiger CRM Advantage · The vtiger Office Pug-in for
Microsoft® Word® is a fully functional, enterprise grade
business productivity enhancement add-on for creating on the-fly mail merge
documents, such as form letters, mailing labels,
envelopes, catalogs, and other documents based on customer data source in vtiger CRM.
· Create mail merge templates From Microsoft® Word® based on
vtiger CRM database fields (Leads, Accounts, Contacts, and Tickets)
· Create mail merge documents From vtiger CRM based on
leads, accounts, and contacts-related data
Vtiger Microsoft Office Integration
IT Success Management Company
Vtiger CRM Advantage vtiger CRM comes pre-installed with English, German, French and Italian language packs. Other language packs are available if required.
Vtiger Globalization
IT Success Management Company
Vtiger CRM Advantage • Customer can enter contact
information and can insert to vtiger contact management automatically
Vtiger Web Contact Management
IT Success Management Company
Vtiger CRM Advantage • Customer can Access Portal
to Follow up Ticket Problem
Vtiger Customer Portal
IT Success Management Company
Vtiger Smart Phone
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IT Success Management Company
Real-Time Insight, Reporting and Analytics
Vtiger Advantage • Predictive behavior analytics,
like cross-sell/upsell, and
historical analytics
• Critical service reports are
provided standard with fully
customized reports available
easily to any user
IT Success Management Company
Vtiger CRM in the company
Phone
Wireless
Web Self
Interaction Channels
PABX
IVR
PSTN
VPN
and
Internet
CTI
Other Apps
Agents
Supervisors Managers
Executives
Reporting &
Analytics Vtiger
Composite UI
FAX
Middle Ware
SMS
Other App