• No results found

INFOTRONICS Joomla-Vtiger Integration

N/A
N/A
Protected

Academic year: 2021

Share "INFOTRONICS Joomla-Vtiger Integration"

Copied!
48
0
0

Loading.... (view fulltext now)

Full text

(1)
(2)

WWW.FACEBOOK.COM/THAMMATHAT

SOCIAL BLOG : WWW.CRM.IN.TH

Contact Me Facebook

(3)
(4)

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

(5)

IT Success Management Company

"..midgets sitted over a giant shoulders

can see farest than the giant. "

(6)

Research Report from Gartner Group

Gartner: 80% of commercial apps to use open

source by 2012

(7)

Vtiger CRM

(8)

Joomla

(9)

Joomla + Joomla

(10)

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

(11)

Technology

Frog from sugarcrm since 2006

PHP , MYSQL

Modular Framework

RAD Framework

API web Services

Can Modify to SaaS on Cloud

เมพ

(12)

Vtiger CRM

(13)

True Cloud Winner Project 2011

www.ecitcrm.com

(14)

Thailand ICT Award 2009

(15)

Intel Software Optimization Awards

(16)

Thailand ICT Award 2008

(17)

Thailand ICT Award 2005

(18)

Speaker in Barcamp 2011

(19)

Speaker in Barcamp 2010

(20)

Speaker in Software Freedom Days

(21)

Vtiger CRM main feature

Sale Force Automation

Marketing Automation

Customer Support Service

FAQ KM

Analytic

(22)
(23)

Extension

(24)

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.

(25)

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

(26)

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

(27)

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

(28)

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

(29)

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

(30)

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

(31)

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

(32)

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

(33)

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

(34)

Vtiger CRM Advantage · Create PriceBooks · Search for PriceBooks · Duplicate

· Add & associate Products

(35)

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

(36)

Vtiger CRM Advantage · Create Vendors

· Search for Vendors · Duplicate

· Create Purchase Order from Vendors

· Add & associate Purchase Orders, Products,

Contacts

(37)

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

(38)

Vtiger CRM Advantage · Create FAQ

· Search for FAQ · Duplicate

· Add Products, Comments

(39)

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

(40)

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

(41)

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)

(42)

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

(43)

Vtiger CRM Advantage

vtiger CRM comes pre-installed with English, German, French and Italian language packs. Other language packs are available if required.

(44)

Vtiger CRM Advantage

• Customer can enter contact

information and can insert to vtiger contact management automatically

(45)

Vtiger CRM Advantage

• Customer can Access Portal

to Follow up Ticket Problem

(46)

Vtiger Smart Phone

(47)

Real-Time Insight, Reporting and Analytics

Vtiger Advantage

• Predictive behavior analytics, like cross-sell/upsell, and historical analytics

(48)

References

Related documents

 Vtiger customer portal is like a self service for the customers of the firm (company) that have implemented vtiger CRM 5.4.0..  Moreover vtiger customer portal allows your

Epidemiology of HIV among adolescents in sub-Saharan Africa ...A-5 Adolescents who are members of key populations ...A-5 HIV testing and counseling ...A-6 Linkages to care

If the intervention is effective in only 20% of the population then the effect on the proportion of ART experienced people with viral load suppression below 1000 copies/mL is only

• Provides direct integration into MYOB, allowing users to add new quotes, orders and invoices directly from Outlook, and view customer transaction history. Thus all personal

• If you select to use the existing Apache and (or) MySQL options during installation, stopping vtiger CRM using Start Program Files vtiger CRM Stop vtiger CRM will not

Working with Sage 200, you can capture a variety of incoming documents from a file, scan or from the pending tray including sales orders, purchase orders, supplier invoices,

The Pronto Xi Purchase Orders enquiry function allows you to quickly find and retrieve detailed information on purchase orders and shipments in a number of different ways,

A Customer Information Centre provides access to all information relating to a customer including quotes, sales orders, work orders, shipments, invoices, items with pricing,