vTigerCRM Demo CRMinTH

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CRMinTH vTigerCRM Features Demo by @champillon CRMinTH 1

Transcript of vTigerCRM Demo CRMinTH

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vTigerCRM Features Demo by @champillon

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Agenda •  Introduction to vTigerCRM •  Features:

•  Sales-Tracking

•  Marketing

•  Support

•  Analytic

•  Collaboration •  Q&A

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Introduction to vTigerCRM vTigerCRM:

•  Is Open Source CRM Software.

•  Is Web-based Application.

•  Can run on Open Source environment (means no software cost.)

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Features vTigerCRM’s features:

•  Sales-Tracking: Leads, Potentials, Accounts, Contacts and Invoices

•  Marketing: Campaigns, Documents

•  Support: Trouble Tickets, FAQ, Service Contacts

•  Analytic: Dashboard, Reports

•  Collaboration: e-Mail, Calendar, Chat, Calculator

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Features: Sales-Tracking Sales-Tracking Framework in vTigerCRM:

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Leads Invoice

Accounts

Contacts

Win Convert Lead

Potentials

Win

Create Invoice

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Features: Sales-Tracking: Leads

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Features: Sales-Tracking: Leads

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Features: Sales-Tracking: Convert Leads

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Features: Sales-Tracking: Account

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Features: Sales-Tracking: Accounts

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Features: Sales-Tracking: Contacts

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Features: Sales-Tracking: Potentials

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Features: Sales-Tracking: Potentials

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Features: Sales-Tracking: Create Invoice

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Features: Sales-Tracking: Invoice

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Features: Sales-Tracking: Invoice

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Features: Sales-Tracking: Export Invoice to PDF

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Features: Marketing Marketing Framework in vTigerCRM:

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Leads

Accounts

Contacts

Marketing Analysis

Products Services

Campaigns

Documents

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Features: Marketing: Campaigns

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Features: Marketing: Campaigns

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Features: Marketing: Documents

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Features: Marketing: Documents

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Features: Support Support Framework in vTigerCRM:

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Customer

Trouble Tickets

Staff

Report Trouble Fix Trouble

FAQ

Sales

Support Information

Convert to FAQ

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Features: Support: Trouble Tickets

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Features: Support: Trouble Tickets

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Features: Support: FAQ

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Features: Analytics Analytics Framework in vTigerCRM:

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Leads

Accounts

Contacts vTigerCRM Databases

Potentials

Campaigns

Reports

Dashboard

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Features: Analytics: Reports

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Features: Analytics: Reports

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Features: Analytics: Dashboard

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Features: Collaboration •  e-Mails Client •  Calendar •  Chat •  Calculator

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Q&A

Q&A Thank you

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