Solutions through Innovations

Transcription

1 Company: Bista Solutions was founded in early 2007 in Waterloo, the technology triangle of Canada, by three IT professionals with over 30 years of combined experience in the field of IT, Systems and Software development. vtiger CRM: vtiger is a fully Open Source CRM application with functionality comparable to Salesforce.com and SugarCRM. vtiger CRM is built on LAMP / WAMP stack (Linux / Windows, Apache, PHP, MySQL). Because it is built on Open-Source components the cost of deploying the CRM is greatly reduced. vtiger CRM has all the feature of an Enterprise grade CRM including Sales Force Automation Marketing Automation Customer Support & Service Inventory Management Activity Management User Security & Permissions Integration with various Office Apps A complete list of feature are available at vtiger s Website. Customization Expertise: Bista Solutions specializes in customization of vtiger CRM based on the Customer s requirement. With our vast experience in CRM we are able to analyze the Customer s requirement and implement the CRM solutions by identifying the gaps in the default vtiger offering. The following is a list of some of the Customizations done to the vtiger CRM Multi-tenant CRM Rebranding Custom modules development Custom Documents Custom Reports SMS Integration Joomla website vtiger Integration Marketing Campaign Customization

2 1. Multi-Tenant CRM Modified the CRM to support multiple Clients. Data of each Client logically separate from one another. Security of data to prevent different Clients from viewing one another s data. Ideal for Hosted CRM Solution provider or Companies with separate corporate entities. Figure 1 Multi-tenant

3 2. Re-branding of CRM Complete Rebranding of the CRM as per the Company s requirement. Re-branding of both: the User pages and the Admin section. End-User can be Oblivious of the CRM system in use. Figure 2 - Rebranding

4 3. Custom Modules as per Business Requirement Requirement gathering and study of business custom requirement. Development of fully custom modules as per the business requirement. Custom modules are fully integrated with the CRM. Custom modules can be related to other modules as required. a. Custom Modules for Recruitment Agency: Figure 3.a.i Recruitment Custom Module (Menu & List View)

5 Figure 3.a.ii Recruitment Custom Module (Detailed View)

6 b. Custom Modules for Export Company: Figure 3.b.i Export Custom Module (List View) Figure 3.b.ii Export Custom Module (Detailed View)

7 4. Custom Document generation Generation of Custom documents from the data entered in the CRM. Figure 4.a Custom Documents (Printing Option) Figure 4.b Custom Documents (Printing Option)

8 Figure 4.c Generated Custom Document

9 Figure 4.d Generated Custom Document

10 5. Custom Reports Generation of Custom reports as per the business requirements. Multiple level of Summary information. Much advanced than the default offering in the CRM. Exportable to Excel and Word format for further Analysis and s. Figure 5.a Integrated Custom Reports with Summary

11 Figure 5.b Custom Reports exported to Excel

12 6. SMS Integration Integration of SMS with the CRM. Customized SMS using data within the CRM SMS can be configured as per various business rules. Flexibility to connect to SMS Gateway of choice. Figure 6 SMS Integration

13 7. Integration of Joomla website with vtiger CRM Integrated a Joomla website to the vtiger CRM. Data can both be retrieved from the CRM and save to the CRM. Exposed data in Custom modules to the external Joomla website. Figure 7a Joomla Website connected to the vtiger CRM

14 Figure 7b Data Entered from Joomla Website in the CRM

15 8. marketing campaign customization Added support for automatically adding Opt-Out feature to marketing Campaigns. Integrating Opt-out feature with the CRM. Figure 8.a Automatically Adding Opt-Out option to Campaign Messages

16 Figure 8.b User Opting not to receive messages. Our Advantage: The founders of Bista have worked on both sides of the outsourcing paradigm and have a good understanding of the challenges involved in outsourcing software projects. We provide comprehensive software services in all phases of software development. We know the importance of a local presence. We have offices and personnel in US and Canada and a development center in India. We are in a unique position to provide ready Onsite consulting and support with the cost-advantage of an offshore model. We adhere to the highest professional practices and sincerely believe in the power of processes rather than the achievements of fire fighters. Our services always include after deployment and maintenance phases, providing complete peace of mind to our clients. We have expertise in developing Enterprise grade business applications across a range of industries including telecom, financial, manufacturing and services. Key Personnel: Khalil Moideen, CEO, Co-Founder, 11 years of experience building and managing business applications. Shahid Bandarkar, CFO, Co-Founder, 10 years of experience in mobile and security domains. Faisal Basar, CTO, Co-Founder, 10 years of experience in systems software and Internet apps.