©2015,Right ITServices.rights reservedAll

VtigerFriday,10th March2016

2

Vtiger

Overview

Vtiger isaCRMsoftwarecompanyonamissiontobuildanddeliverasoftwarethat’smodern,intuitive,customizable,accessibleCRMforsmallandmediumbusinessesVtiger CRMis acloud and opensource CRM,built using PHP,that was originally forked from SugarCRMSupportedbyanactivecommunityofusersanddevelopersVtiger CRMisavailableinmorethan10languagesSmarter

Increasesfollow-ups

Avoidclasheswhenresponding totickets

Tellsagentswhichcasestopickupnext

EasiertouseandsavestimeSpeedsupcollaborationEasiertoadministerandcustomizeInsights

Whenyoursupport teamperformanceisnotalignedwithyourorganizationaland/orcustomerexpectations, itisvaluabletoknowtheunderlying factorinfluencing this.Itisalsoimportanttoknowwhysometeamsandagentsperformwellconsistently.

FreeSupport

3

Vtiger

DeploymentOptions

On-Premise (OpenSource)Pre-requisites

Apache2.1+

MySQL5.1+(defaultstorageengine=InnoDB)PHP5.2+,5.3

php-imapphp-curlphp-xml

max_memory (min.256MB)max_execution_time (min.60seconds)error_reporting (E_ALL&~E_NOTICE&~E_DEPRECATED)

Hardware:4GBRAM,250GBDisk(forfileattachments)

Hosted(Cloud-based)HighlySecure

AlwaysAvailable

24/5Support

ZeroMaintenanceBetterPerformance

Scalable

LowCost

Additional Features

4

Vtiger

UserManagement

UsersYouwantyouremployees tologinandmanagerecordsinVtiger CRM?Createanuseraccountandgetstarted!Wesupport twotypesofusers:Adminuser,andStandarduser.Thepriceis$12/User/Month. Youcanperformoperationsonuserssuchascreatingusers,activatingusers, granting/revokingadminrole,deactivating,anddeletingusersetc.

ProfilesProfiles areused tocontrolactionsthatuserscanperformonrecords.Inaddition, profiles canbeusedtorestrictaccesstospecific fieldsormodules.

RolesRoleHierarchyinVtiger isdesignedtoreflectthetypicalorganizationhierarchy.User'sposition inRolehierarchywilldecidewhichrecordshe/shecanaccess.WhenSharingAccessissettoprivate,Userswithaspecificrolecanonlyviewrecordsthatareassignedtothem,andrecordsthatareassignedtouserswitharolebelowthem.Youcaneditandcreatenewrolestoconfigureyourorganizationhierarchyinvtiger CRM.

SharingRulesSharingaccesswillhelptheadministratorstodefine howrecordsshould besharedbetweenpeers,sub-ordinates andsuperiors.DefaultsharingrulesinVtiger aresettopublic— everyonecanseeallrecords.Ifsharingrulesaresettoprivate,userscanonlyviewrecordsassigned tothemandrecordsofusersbelowtheminrolehierarchy.

GroupsGroupiscombinationofmultiple users,rolesandgroupstomanagecommonsetofrecords.

5

Vtiger

EmployeeTrackingandSupport

Group/SharedCalendarItispossible tocreateevents/tasks forauseroragroup

Itispossible toseecalendarofothersusersorgroups

EachusercancustomizeandinputpersonalinformationKnowledgeBase(FAQ)@MentionsrelatedNotifications

6

Vtiger

SalesForceAutomation

LeadManagementAccount &Contact ManagmentOpportunity ManagementSalesQuotes

7

Vtiger

MarketingAutomation

CampaignManagementMassMailingE-mailTemplatesMailMergeTemplates

8

Vtiger

CustomerSupport

CustomerSupportPortalCaseManagement

Multi-channelsupport

Completecasehistoriesataglance

Automaticcaseassignment

Prioritizecases

CallCenter capabilitieswithPhoneCallsmodulethatconnectsVtiger CRMtohostedtelephonyservicessuchasTwilio,Plivo &Asterisk.Inthefuture,itwillbeenhancedtosupportonpremisePBXsystemssuchasCisco,andAvaya.

9

Vtiger

ReportingandAnalytics

Customizable Reports20+Pre-builtReports20Pre-builtDashboardsReport FoldersForecasting

10

Vtiger

MobileandSocial

MobileAccessAndroid and iOS

Ultimate Edition is possible toinstallExtensions/Add-ons/Modulesthat enable:

SocialNetworkIntegration

Customer Intereactions

SocialListening/Monitoring

11

Vtiger

Integration

Emails,Contacts,Calendar(Gmail, Office365,Outlook,Exchange,Thunderbird)GmailpluginthatbringsCRMtowithinGMailwindowDocuments(GoogleDrive,Dropbox)ESign Integration(Docusign)Paymentapps(Paypal,Authorize.net)Accountingapps(Quickbooks,Xero, Tally)PhoneApps(Twilio,Plivo,Asterisk,Vicidial,Exotel)SMSproviders(Clickatell,TextAnywhere&more)ECommerce (Magento)300+businessappsviaZapierVtigerMarketplace

12

Vtiger

Platform

It is very fast and reliable!Fastpageloadtimes- 0.5to3seconds

Highavailability- 99.9%availability

Alwaysuptodate- newfeaturesandfixesevery2weeks

SupportPricePerMonth- FREEExtensivedocumentation

24-hour support

Phone, email,andchat

<4hour responsetime

CustomizationCreate new custom fields

FieldTypes:Text,Decimal,Integer,Percent,Currency,Email,Phone,PickList,URL,Check-Box,TextArea,Multi-SelectComboBox,Skype,TimeFieldProperties:Mandatoryfield,Active,QuickCreate,MassEdit,DefaultValue

Changepagelayouts

Workflow Automation CapabilityAllows upload and attach documentsSupports multiple languages and currenciesvTiger DevEnv (Partner have asolution fordeveloperand testenvironment)

13

Vtiger

PricingandTerms

SalesProfessional$20

/user/moth (billedannually)(or$24/usereverymonth)

• ContactManagement• SalesPipelineManagement• Leads&Opportunities• Web-to-Lead Forms• DocumentManagement• Workflow Automation• QuoteBuilder• MassEmailCampaigns• 10,000Emails/Month• AdvancedReporting• SalesForecasting• SocialCRM• Invoicing• PaymentProcessing• MultipleCurrencies• Autoresponder Campaigns

SupportProfessional$20

/user/moth (billedannually)(or$24/usereverymonth)

• ContactManagement• TicketManagement• CustomerPortal• KnowledgeBase• Web+EmailtoTicket• DocumentManagement• Workflow Automation• EmailCampaigns• 10,000Emails/Month• AdvancedReporting• Tweet-to-Case• Service-Level Agreements• BusinessHours• Insights

Ultimate$30

/user/moth (billedannually)(or$36/usereverymonth)

• SalesProfessional+• SupportProfessional+• ProjectManagement• InventoryManagement• 25,000Emails/Month

14

Vtiger

Demo[MainDashboard]

15

Vtiger

Demo[Menu]

16

Vtiger

Demo[CalendarAlerts]

17

Vtiger

Demo[Modules]

18

Vtiger

Demo[Preferences]

19

Vtiger

Demo[Preferences– MultiLanguage]

20

Vtiger

Demo[Opportunities– List]

21

Vtiger

Demo[Opportunities– Detail]

22

Vtiger

Demo[Opportunities– Chatter]

23

Vtiger

Demo[CreatenewField]

24

Vtiger

Demo[PageLayout]

25

Vtiger

Demo[SocialListening– Menu]

26

Vtiger

Demo[SocialListening– TwitterConfiguration]

27

Vtiger

Demo[SocialListening– Twitter]

28

Vtiger

Demo[SocialListening– TwitterActions]

Listening

29

Vtiger

Demo[SocialListening– TwitterRulesConfiguration]

Listening

WHENYOUHAVETODOIT,DOITRIGHT

©2015,RightITServices.Allrightsreserved RuaOdetteSaintMaurice|Lote3L|EscritórioA|1700-921Lisboa|Portugal|+351218232261|+351215975418

MiguelDuarte- TechnicalArchitect

Vtiger

Friday,10th March2016