IT Success Management Company -...

INFOTRONICS Joomla-Vtiger Integration

MR.THAMMATHAT SRIPEN

MANAGING DIRECTOR

0819388500

Email : [email protected]

MSN : [email protected]

twitter : @thammathat

INFOTRONICS Co.,Ltd.

Advanced POS Corporation Co.,Ltd.

affiliate with

affiliated with

mailto:[email protected]

mailto:[email protected]

IT Success Management Company

WWW.FACEBOOK.COM/THAMMATHAT

SOCIAL BLOG : WWW.CRM.IN.TH

Contact Me Facebook

www.infotronics.co.th

http://www.facebook.com/thammathat


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


Research Report from Gartner Group

Gartner: 80% of commercial apps to use open

source by 2012



Vtiger CRM



Joomla



Joomla + Joomla


+


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



Technology

Frog from sugarcrm since 2006

PHP , MYSQL

Modular Framework

RAD Framework

API web Services

Can Modify to SaaS on Cloud

เมพ



Vtiger CRM



True Cloud Winner Project 2011

www.ecitcrm.com



Thailand ICT Award 2009

Winner Thailand ICT Award 2009 from Track Solution


Intel Software Optimization Awards



Thailand ICT Award 2008 Runner up Thailand ICT Award 2008 from Advanced POS Corporation (iMPOS)

Subsidiary of Infotronics


Thailand ICT Award 2005 Runner up Thailand ICT Award 2005 from Professional RCA Incident

Investigation and root cause analysis software


Speaker in Barcamp 2011



Speaker in Barcamp 2010



Speaker in Software Freedom Days



Vtiger CRM main feature

Sale Force Automation

Marketing Automation

Customer Support Service

FAQ KM

Analytic



VtigerCRM Module


Sales Force Automation

Customer Support &

Service

Marketing Automation

Inventory Management

Activity Management

Productivity Add-ons

Reports & Dashboards

Product Customization

Security Management


Extension



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.



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



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


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


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


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


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


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


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


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


Vtiger CRM Advantage · Create PriceBooks · Search for PriceBooks · Duplicate · Add & associate Products

Vtiger Price Books


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


Vtiger CRM Advantage · Create Vendors · Search for Vendors · Duplicate · Create Purchase Order

from Vendors · Add & associate Purchase

Orders, Products, Contacts

Vtiger Vendors


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


Vtiger CRM Advantage · Create FAQ · Search for FAQ · Duplicate · Add Products, Comments

Vtiger FAQ / Knowledge Base


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


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


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


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


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


Vtiger CRM Advantage • Customer can enter contact

information and can insert to vtiger contact management automatically

Vtiger Web Contact Management


Vtiger CRM Advantage • Customer can Access Portal

to Follow up Ticket Problem

Vtiger Customer Portal


Vtiger Smart Phone



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


Vtiger CRM in the company

Phone

Wireless

Web Self

Email

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

IT Success Management Company -...

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