INFOTRONICS Joomla-Vtiger Integration

Transcription

1 affiliate with INFOTRONICS Joomla-Vtiger Integration MR.THAMMATHAT SRIPEN MANAGING DIRECTOR affiliated with [email protected] MSN : [email protected] twitter INFOTRONICS Co.,Ltd. Advanced POS Corporation Co.,Ltd.

2 Contact Me Facebook SOCIAL BLOG :

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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 and works created by notable thinkers of the past"

5 Opensource "..midgets sitted over a giant shoulders can see farest than the giant. " Download Slide at

6 Research Report from Gartner Group Gartner: 80% of commercial apps to use open source by

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, 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

14 Thailand ICT Award 2009 Winner Thailand ICT Award 2009 from Track Solution

15 Intel Software Optimization Awards

16 Thailand ICT Award 2008 Runner up Thailand ICT Award 2008 from Advanced POS Corporation (impos) Subsidiary of Infotronics

17 Thailand ICT Award 2005 Runner up Thailand ICT Award 2005 from Professional RCA Incident Investigation and root cause analysis software

18 Speaker in Barcamp

19 Speaker in Barcamp

20 Speaker in Software Freedom Days

21 Vtiger CRM main feature Sale Force Automation Marketing Automation Customer Support Service FAQ KM Analytic

22 VtigerCRM Module Sales Force Automation Customer Support & Service Marketing Automation Inventory Management Activity Management Productivity Add-ons Reports & Dashboards Product Customization Security Management

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 Leads Vtiger CRM Advantage Create Leads Search for Leads Online Lead capture form Qualify, source, status, Duplicate Convert Lead to Account, Contact & Potential Leads Mail merge templates Add & associate Activities, Attachments, Products, Campaigns

27 Vtiger Campaigns 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 Account Vtiger CRM Advantage Create Accounts Search for Accounts Send to Accounts Qualify, industry, type Duplicate Mail merge templates Add & associate Potentials, Contacts, Products, Activities, HelpDesk, Attachments, Quotes, Invoices, Sales Orders

29 Vtiger Contacts Vtiger CRM Advantage Create Contacts Search for Contacts Online Contact capture form Qualify, source, status, Duplicate Contact image Contacts Mail merge templates Add & associate Potentials, Products, Activities, HelpDesk, Attachments, Quotes, Invoices, Sales Orders, Purchase Orders, Campaigns

30 Vtiger Potentials 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 Quotes 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 Sales Orders 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 Invoices 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 Price Books Vtiger CRM Advantage Create PriceBooks Search for PriceBooks Duplicate Add & associate Products

35 Vtiger Products 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 Vendors Vtiger CRM Advantage Create Vendors Search for Vendors Duplicate Create Purchase Order from Vendors Add & associate Purchase Orders, Products, Contacts

37 Vtiger HelpDesk 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 FAQ / Knowledge Base 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 Vtiger CRM Security and Administration

40 Vtiger CRM Advantage Synchronize contacts between Microsoft Outlook and vtiger CRM Add customer-related incoming and outgoing messages from Microsoft Outlook to contacts in vtiger CRM Filter s in Microsoft Outlook and add only necessary s to vtiger CRM Synchronize customerrelated tasks between Microsoft Outlook and vtiger CRM Vtiger Microsoft Outlook Integration

41 Vtiger CRM Advantage (con) Synchronize customerrelated 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) Vtiger Microsoft Outlook Integration

42 Vtiger Microsoft Office Integration 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 contactsrelated data

43 Vtiger Globalization 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 Web Contact Management Vtiger CRM Advantage Customer can enter contact information and can insert to vtiger contact management automatically

45 Vtiger Customer Portal 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 Critical service reports are provided standard with fully customized reports available easily to any user

48 Vtiger CRM in the company Interaction Channels Vtiger Composite UI Reporting & Analytics CTI Phone Wireless PSTN VPN and Internet PABX IVR Agents Supervisors Managers Executives Web Self FAX Middle Ware SMS Other Apps Other App