1. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 1 Open Source CRM with vTigerCRM By Passapong Thaithatgoon CRMinTH Web Master, Marvelic. Software Architecture, Somewhere Commercial Bank

2. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 2 Agenda CRM = ? CRM Architecture Sales Force Automation vTigerCRM Potential Group Portfolio Sales Tracking Inventory Management Real-time Report Live demo Q&A 3. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 3 CRM = ? Customer + Relationship + Management 4. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 4 CRM = ? Who is our customer? STP is the framework for identify customer: Segment Target Positioning Segment 1 Segment 2 Segment 3 Customer Target 5. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 5 CRM = ? How to know the exactly relationship between us and Customer and improve it? Collect their behavior in our related perspective Brand Product Service Analyze collected data Estimate the current relationship Find the factor that effect the relationship 6. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 6 CRM Architecture Sale Sale Sale Sale Collect Customer Behavior Behavior Database Analyze data & Find relationship factor Marketing Executive Management MarketingCampaigns 7. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 7 Sales Force Automation Sale Sale Sale Sale Collect Customer Behavior Behavior Database Analyze data & Find relationship factor Marketing Executive Management MarketingCampaigns Sale Force Automation 8. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 8 vTigerCRM Sales forces automation tools Potential Group Portfolio Sales tracking Inventory Management Real-time Report Collaboration tools Personal Portal Chat Calendar and TODO e-Mail Client 9. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 9 vTigerCRM: Potential Group Portfolio State: Lead Potential Customer Lead (Target segment) Potential (Win or Lost) Features Contact Account History 10. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 10 vTigerCRM: Sales Tracking Sales state (Prospecting, Need Analysis, ) Quote Sales Order Invoice Activities Call Meeting e-Mail Features Campaigns Issue-Tracking 11. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 11 vTigerCRM: Inventory Management Purchase Vendor Purchase Order Sales Quotes Invoice Sales Order 12. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 12 vTigerCRM: Real-time Reports 13. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 13 Live Demo 14. 25/09/2009 OSS festival Open Source CRM with vTigerCRM By @champillon 14 Question & Answer Thank you.