Rits Brown Bag - vtiger
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vtiger is a cloud-based, open-source CRM aimed at small and medium businesses, offering customizable features for user management, sales automation, marketing, and customer support. It supports various integrations and has a deployment option that simplifies maintenance and enhances performance. Pricing varies based on user roles, with features catering to sales professionals and support teams.
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Vtiger
Demo [ Main Dashboard ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-14-320.jpg)
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Demo [ Menu ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-15-320.jpg)
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Demo [ Calendar Alerts ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-16-320.jpg)
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Demo [ Modules ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-17-320.jpg)
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Demo [ Preferences ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-18-320.jpg)
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Demo [ Preferences – Multi Language ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-19-320.jpg)
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Demo [ Opportunities – List ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-20-320.jpg)
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Demo [ Opportunities – Detail ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-21-320.jpg)
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Demo [ Opportunities – Chatter ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-22-320.jpg)
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Demo [ Create new Field ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-23-320.jpg)
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Demo [ Page Layout ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-24-320.jpg)
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Demo [ Social Listening – Menu ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-25-320.jpg)
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Demo [ Social Listening – Twitter Configuration ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-26-320.jpg)
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Demo [ Social Listening – Twitter ]](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-27-320.jpg)
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Demo [ Social Listening – Twitter Actions ]
Listening](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-28-320.jpg)
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Demo [ Social Listening – Twitter Rules Configuration ]
Listening](https://image.slidesharecdn.com/rightitservices-vtiger-20160116-160310094556/85/Rits-Brown-Bag-vtiger-29-320.jpg)
Rits Brown Bag - vtiger
- 2. 2 Vtiger Overview Vtiger is a CRM software company on a mission to build and deliver a software that’s modern, intuitive, customizable, accessible CRM for small and medium businesses Vtiger CRM is a cloud and open source CRM, built using PHP, that was originally forked from SugarCRM Supported by an active community of users and developers Vtiger CRM is available in more than 10 languages Smarter Increases follow-ups Avoid clashes when responding to tickets Tells agents which cases to pick up next Easier to use and saves time Speeds up collaboration Easier to administer and customize Insights When your support team performance is not aligned with your organizational and/or customer expectations, it is valuable to know the underlying factor influencing this. It is also important to know why some teams and agents perform well consistently. Free Support
- 4. 4 Vtiger User Management Users You want your employees to login and manage records in VtigerCRM? Create an user account and get started! We support two types of users: Admin user, and Standard user. The price is $12/User/Month. You can perform operations on users such as creating users, activating users, granting / revoking admin role, deactivating, and deleting users etc. Profiles Profiles are used to control actions that users can perform on records. In addition, profiles can be used to restrict access to specific fields or modules. Roles Role Hierarchy in Vtiger is designed to reflect the typical organization hierarchy. User's position in Role hierarchy will decide which records he/she can access. When Sharing Access is set to private, Users with a specific role can only view records that are assigned to them, and records that are assigned to users with a role below them. You can edit and create new roles to configure your organization hierarchy in vtiger CRM. Sharing Rules Sharing access will help the administrators to define how records should be shared between peers, sub-ordinates and superiors. Default sharing rules in Vtigerare set to public — every one can see all records. If sharing rules are set to private, users can only view records assigned to them and records of users below them in role hierarchy. Groups Group is combination of multiple users, roles and groups to manage common set of records.
- 6. 6 Vtiger Sales Force Automation Lead Management Account & Contact Managment Opportunity Management Sales Quotes
- 7. 7 Vtiger Marketing Automation Campaign Management Mass Mailing E-mail Templates Mail Merge Templates
- 8. 8 Vtiger Customer Support Customer Support Portal Case Management Multi-channel support Complete case histories at a glance Automatic case assignment Prioritize cases Call Center capabilities with Phone Calls module that connects Vtiger CRM to hosted telephony services such as Twilio, Plivo & Asterisk. In the future, it will be enhanced to support on premise PBX systems such as Cisco, and Avaya.
- 10. 10 Vtiger Mobile and Social Mobile Access Android and iOS Ultimate Edition is possible to install Extensions/Add-ons/Modules that enable: Social Network Integration Customer Intereactions Social Listening/Monitoring
- 11. 11 Vtiger Integration Emails, Contacts, Calendar (Gmail, Office 365, Outlook, Exchange, Thunderbird) Gmail plugin that brings CRM to within GMail window Documents (Google Drive, Dropbox) ESign Integration (Docusign) Payment apps (Paypal, Authorize.net) Accounting apps (Quickbooks, Xero, Tally) Phone Apps (Twilio, Plivo, Asterisk, Vicidial, Exotel) SMS providers (Clickatell, TextAnywhere & more) ECommerce (Magento) 300+ business apps via Zapier Vtiger Marketplace
- 12. 12 Vtiger Platform It is very fast and reliable! Fast page load times - 0.5 to 3 seconds High availability - 99.9% availability Always up to date - new features and fixes every 2 weeks Support Price Per Month - FREE Extensive documentation 24-hour support Phone, email, and chat < 4 hour response time Customization Create new custom fields Field Types: Text, Decimal, Integer, Percent, Currency, Email, Phone, Pick List, URL, Check-Box, Text Area, Multi-Select Combo Box, Skype, Time Field Properties: Mandatory field, Active, Quick Create, Mass Edit, Default Value Change page layouts Workflow Automation Capability Allows upload and attach documents Supports multiple languages and currencies vTiger DevEnv (Partner have a solution for developerand test environment)
- 13. 13 Vtiger Pricing and Terms Sales Professional $20 /user/moth (billed annually) (or $24 / user every month) • Contact Management • Sales Pipeline Management • Leads & Opportunities • Web-to-Lead Forms • Document Management • Workflow Automation • Quote Builder • Mass Email Campaigns • 10,000 Emails / Month • Advanced Reporting • Sales Forecasting • Social CRM • Invoicing • Payment Processing • Multiple Currencies • Autoresponder Campaigns Support Professional $20 /user/moth (billed annually) (or $24 / user every month) • Contact Management • Ticket Management • Customer Portal • Knowledge Base • Web + Email to Ticket • Document Management • Workflow Automation • Email Campaigns • 10,000 Emails / Month • Advanced Reporting • Tweet-to-Case • Service-Level Agreements • Business Hours • Insights Ultimate $30 /user/moth (billed annually) (or $36 / user every month) • Sales Professional + • Support Professional + • Project Management • Inventory Management • 25,000 Emails / Month