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Customer Relation Management (CRM) Print E-mail

CN Global offers implementation and ongoing support services on Open source CRM application Vtiger. Vtiger system can support the sales process of an organisation, and it contains Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, and others.  Key Modules Highlights:

Lead Management

- Manage leads end-to-end (from creating leads through converting them into opportunities) 
- Import leads from external sources, such as Web downloads, trade shows, seminars, and direct mail 
- Change lead status as per sales process 
- Convert leads to sales opportunities, accounts, and contacts with a single click 

Opportunity Management

- Track all sales opportunities end-to-end in a sales cycle 
- Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities 
- Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the sales pipeline and quickly identify the bottle-necks if any 

Account Management

- Track all accounts and related contacts, opportunities, cases, and other details from a common repository 
- Specify parent-child relationships between accounts and their subsidiaries or other divisions 
- Import accounts from external sources, such as ACT, GoldMine, and other applications 
- Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns and accordingly set up loyalty programs 
- Attach customer-specific documents to accounts for a quick reference in future 

Contact Management

- Track all contacts and related opportunities, cases, activities, and other details from a common repository 
- Create the hierarchy of contacts within a company to have a better coordination while dealing with customers 
- Import contacts from external sources, such as ACT, GoldMine, and other applications 
- Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis

Microsoft Outlook Plug-in

- Add outbound and forward inbound Outlook e-mails to vtiger CRM 
Synchronize contacts between Microsoft® Outlook® and vtiger CRM 
Resolve conflicts while synchronizing contacts between Microsoft® Outlook® and vtiger CRM 
- Synchronize tasks and calendar between Microsoft® Outlook® and vtiger CRM 
- Filter e-mails in Microsoft® Outlook® and add only necessary e-mails 

Activity Management

- Add all important customer-related e-mails in vtiger CRM for quick reference in future 
- Store all the details of customer meetings and calls 
- Manage daily tasks to the vtiger CRM users to have a streamlined sales process 

Dashboards

- Sales pipeline analysis by stage 
- Monthly Sales pipeline analysis 
- Sales opportunities by lead source 
- Drill-down the dashboards by time and opportunity stage 
- Product Customization
- Create custom fields/pick lists as per your business requirements 
- Change the look and feel of the user interface 
- Customize tabs using drag & drop so that modules that are not relevant to sales process can be hidden 

Security Management

- Define team roles as per your organization structure 
- Control the access to modules according to the user's role 
- Archive the login history of each user for better auditing 

Hipergate is a full blown suite with Intranet, CRM, sales automation, email marketing, content management, bug tracker, project manager, groupware, calendar, forums, file sharing and users directory. Based on Java /JSP, tested on major JSP/Servlet engine vendors, and runs with PostgreSQL, Oracle, Microsoft SQL Server 2000. 

Hipergate Functional Modules

Collaborative tools and Groupware Module
.Private and/or shared calendar and diary. 
.Discussion forums, open or moderated. 
.Frequently Asked Questions manager. 
.Employees directory. 
.Reservation of shared resources (rooms, equipement). 

Contact Management Module
.Clients, Suppliers, Competitors and Partners. 
.Personal and group contacts. 
.Multiple addresses per contact. 
.Local offices management and separate storage for each one. 
.Sales Pipeline Management (Bussiness oportunities) 
.Different kinds of distributions lists. 
.Import from Windows Address Book (Outlook Express) 
.Import from data files (text, Excel). 

Project Management and Support Issues Tracking Module
.Hierarchic projects tree. 
.Pending tasks tracking. 
.Issues control. 
.SLA and maintenance contracts. 

eShop Module
.Multiple product catalogs. 
.Unlimited hierarchy of products. 
.Custom attributes per product. 
.Stock management, with multiple warehouses. 
.Order and Invoice management. 
.Modular and extensible Payment Processing. 

Content Management Module
.e-mail templates. 
.website templates. 
.Electronic forms. 
.Web based outgoing fax. 
.Can include rich media (video, flash). 
.Categorized contents management. 
.portlets library for content dynamic presentation. 
.Massive Email Module
.Multiple e-mail management addressed to distribution lists. 
.Message reception statistics. 

Corporate Library
.100% web based virtual disk. 
.Role based security for all files. 
.Can read and index OLE documents properties. 
.Shared bookmarks. 
.Bookmarks Import/Export. 
.Common features to all modules

Roles based security
.Multiple isolated security domains. 
.Unlimited users and groups. 
.Predefined groups for rapid application rollout. 
.Security can be implemented in a company and/or departament basis. 
.Can be integrated with a LDAP directory. 

Hierarchic data management
.Geographic thesaurus. 
.Lexical thesaurus. 
.Object categorization. 

Queries and Reports
.Rapid query wizard (forms based). 
.Excel export. 
.Online reports in HTML format. 
.All reports can be sent via e-mail. 

Job Scheduler
.Process queue management. 
.Background multi-thread executor.

 
 
 
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