Vtiger CRM. Close more deals faster and retain customers longer using the CRM platform that grows with your business! 1 Solution Brief - Vtiger CRM

Transcription

1 Vtiger CRM Close more deals faster and retain customers longer using the CRM platform that grows with your business The pace of business has never been more feverish, and today s sales people are left with more interactions to track, and leads and deals to nurture than ever before. Their strengths are most visible when they re in front of customers, building the relationships and driving the deals that make business possible, but they spend hours each week on administrative tasks in support of each interaction - updating records, researching leads and customers, taking notes, and organizing information in various systems. These administrative demands are repeated across the business - from customer support organizations that want to focus on solving cases, but who often find themselves searching through disorganized communications and documents and manually sending status updates, to marketing and management teams, who want to analyze customers and trends to build and optimize marketing and the business at large, but who instead spend considerable time simply seeking, aggregating, and filtering the right data from various systems, if it exists at all. Vtiger CRM was developed with these challenges in mind to give your sales people more high quality face time, to make support interactions more efficient and customer focused, to improve the targeting, reach and measurability of marketing campaigns, and to improve availability of critical business information to management. It all starts with a 360-degree historical view of each of your business s contacts, which lets you identify where each lead or contact came from and is in your sales cycle. You can append notes, associated deals, and other documents to their records, and can use Vtiger s integrated and phone tools to communicate directly and track those communications. When you need information, Vtiger s report builder lets you search and filter on any data, so that you can see how each process, employee, customer, or deal is faring. Because Vtiger CRM is delivered online through a browser, any of your employees can be given instant, secure access to your contacts, deals and associated information. They can see that information from anywhere, on any device, at any time. With added tools like bulk marketing, project management, and integration with phone systems for call logging, Vtiger gives your company the tools it needs to stay ahead of today s business challenges. 1 Solution Brief - Vtiger CRM

2 Sales Benefits Rapidly access 360-degree histories of contacts and associated notes, s, and deals Set reminders for calendar events and tasks, and associate them with contact and deal records Build, automate, and optimize an end-to-end sales process Integrate with Google, Twilio, QuickBooks, and more Report on your sales pipeline, teams, and trends Marketing Benefits Track all lead and customer information and engagements as they interact Segment customers to create highly targeted bulk campaigns Automatically capture leads using web-to-lead capture forms Build reports aggregating and segmenting any data in Vtiger, from campaign performance to deal size and beyond Support Benefits Quickly create case tickets from s or customer self-service portals Instantly access all pertinent customer purchase, communication, deal, and engagement histories Set up automated s to notify team members and customers of changes to cases Integrate with Twilio, and other phone systems for click-to-call and call logging Report on support organization performance, case statuses, and other support data 2 Solution Brief - Vtiger CRM

3 Product Features List Features Sales Edition Support Edition Ultimate Edition Billed Monthly Monthly Monthly Price (User / Month) $12 $12 $29 Max Number of Users Unlimited Unlimited Unlimited Storage (Per Organization) 5 GB 5 GB 10 GB Support (Phone, , Chat) Free Free Free Automatic Backups Free Free Free Automatic Bi-Monthly Updates Free Free Free Contact Management Contacts Organizations Documents My Calendar Shared Calendars Inbox (Mail Manager) Related s Related Comments Tagging & Tag Cloud Change History (global & record level) Sales Process Management Leads Campaigns Web-to-Lead Form Round-Robin Assignment Opportunities Quotes Invoices 3 Solution Brief - Vtiger CRM

4 Features Sales Edition Support Edition Ultimate Edition Tax Configuration Multiple Currencies Support Management Tickets Knowledge Base to Ticket Assets Service Contracts Customer Portal Inventory Management Products Services Pricebooks Vendors Purchase Orders Sales Orders Users & Access Control Maximum Users Unlimited Unlimited Unlimited Organization Hierarchy (Roles) Field Level Access Control (Profiles) User Groups Global Sharing Rules Reporting Out-of-Box Reports & Charts Custom Tabular Reports Unlimited Unlimited Unlimited Custom Pivot Reports Unlimited Custom Charts Unlimited Custom Scheduled Reports Unlimited 4 Solution Brief - Vtiger CRM

5 Features Sales Edition Support Edition Ultimate Edition Team Collaboration Projects Google Drive Integration Dropbox Integration Document Upload - Max File Size 25 MB 25 MB 50 MB Import Records via CSV - Max File Size 10 MB 10 MB 10 MB Campaigns & Tracking Templates Subscriber List List Segmentation Regular Campaigns Tracking Opens, Clicks, Bounces Unsubscribe from Specific Lists Opt Out Scheduled Campaigns Auto-Responders Free Credits 10,000 s / Month 10,000 s / Month 25,000 s / Month Integration Outlook Contacts, Calendar, Google Contacts, Calendar Dropbox Google Drive Payment Systems Shopping Carts Quickbooks Sync Tally Exchange Connector $$ $$ $$ Number of Extensions 6 6 Unlimited 5 Solution Brief - Vtiger CRM

6 Features Sales Edition Support Edition Ultimate Edition Customization Custom Fields Print Templates Logo Customize Record Numbering Multiple Currencies Terms & Conditions (Quotes/Invoices) Workflows Unlimited Scheduled Workflows 5 5 Unlimited Telephony Integration Plivo Twilio Asterisk Click-to-Dial Incoming Call Contact Popup Call Audio Recording Additional Items Multiple Themes 6 Solution Brief - Vtiger CRM

7 Vtiger cannot guarantee the accuracy of this document. The information contained herein should be considered solely as the opinion of Vtiger held at the time of the document s creation. US Headquarters 333 Cobalt Way, Suite 101 Sunnyvale, CA India Headquarters No. 95, 1st Floor, 12th Main 3rd Block, Rajajinagar Bangalore Copyright Vtiger and the Vtiger logo are registered trademarks of Vtiger Inc. Vtiger owns other registered and unregistered trademarks. Other names used herein may be trademarks of their respective owners. 7 Solution Brief - Vtiger CRM