V TIGER CRM OVERVIEW

V Tiger

Vtiger CRM is a result driven, fully open source, CRM software project. The aim of project
is to provide a low cost, fully optimized, lowest total cost possession to small & medium
scale organizations. It is forked from SugarCRM with the intention of being a fully open
source CRM application with comparable functionality to SugarCRM and Salesforce.com
solutions.

Applied Science

vTiger is built on the LAMP/WAMP (Linux/Windows, Apache, MySQL, and PHP) stack with code from oth
projects such as SugarCRM.
vtiger CRM installation is done entirely from an HTML/PHP web interface. User can install vtiger CRM 4
standard webserver from cpanel provided they have the correct version of PHP and mySQL already in
package comes bundled with PHP/MySQL installations & are fully customisable.
The product is targeted at SMEs and includes various CRM modules such as lead management and se
management. The security module allows administrators to define the roles of team members and to
the modules according to each user's role.

vTiger is completely based on the code of SugarCRM 1.0 and includes various additional features, suc
plug-in. The SugarCRM open source licence permits other companies to redistribute the software.

"SugarCRM open source license permits other companies to redistribute the software" don't forget tha
between SugarCRM and vTiger about that. SugarCRM say that vTiger is using their technology withou
its development.
ck with code from other open source

n install vtiger CRM 4.X and 5.x on a

nd mySQL already installed. Current

management and security

am members and to restrict access to

dditional features, such as an Outlook

ute the software.

ware" don't forget that there is a fight

ir technology without having payed for
 Features

V Tiger General Features

Vtiger offers all the usual CRM functions:

* Sales automation (customizable product entries, inventory management, quotations, billing, and
* Customer support & service functions, including a customer self-service portal
* Marketing automation (lead generation, campaign support, knowledge bases)
* Analysis and reporting

User interaction features include:

* Integration with corporate E-mail systems (plugin for Microsoft Outlook, Mozilla Thunderbird exten
* Support of the Asterisk PBX phone system
* Calendaring
* Tag cloud functionality
* RSS feed suscription
* PDF document generation via the TCPDF library
In addition, vtiger features multiple database support, security management, and various web forms.
available in over 15 different languages.
otations, billing, and trouble ticketing)
al
)

lla Thunderbird extension)

d various web forms. The project is

 V - TIGER FUNCTIONAL OVER VIEW

V Tiger Modules

1. Marketing - V Tiger CRM supports customer marketing efforts with it's various sub modules like

* Campaigns
* Accounts
* Contacts
* Marketing Documents

2. Sales - It supports in all the phases in sales cycle, starting with lead generation to closed business
all the relevent data in it's various sub modules like.

* Leads
* Potencials
* Ouotations
* Sales Order
* Purchase Order
* In - Voices

3. Inventory - V Tiger CRM provide functionality to capture & to categories Inventory with various pr
information filled here can be actively used in work with customers. Related sub modules are.

* Products
* Vendors
* Price Books
* Services
* Assets

4. Support - V Tiger CRM system offers comfortable possibilities to maintain the valuable customer r
after a
business transaction has been made, by offering support functions.

* Above all, the support functions helps to collect and sort customer requests, inquiries, disturbances,
problems etc. related to the sold goods or services.
* The support functions keep CRM users and customers informed on the status reached in respect to t
sponse to customers messages.
* Support staff gets a very effective tool to keep track of customer complaints or requirements related
customers or products or both.
* Sales staff and management can get a quick overview of support activities related to customers or p
ucts or both.
* CRM user or customer get a convenient access to frequently ask questions (FAQ). That can help
company to keep the service requests low and to maintain standard procedures in responding to cus-
tomers requests.
5. Dashboard & Reports - The dashboard gives customer a graphical representation of sales and se
Users can summarize data stored in the CRM by reports also. They have a set of predefined reports av
can be customized accourding to needs.
The input of dashboard are these reports only.

6. Settings - V Tiger CRM system offers complete control on system access previdleges, it includes

* Users & Access Management

Users
Roles
Profiles
Groups
Sharing Access
Fields Access
Audit Trails
User Login History

* Studio
Module Manager
Picklist Editor

* Communication Templates
Notification Schedulers
Inventory Notifications
E-mail Templates
Company Details
Mail Merge

* Other Settings
Currencies
Tax Calculations
Outgoing Server
Proxy Server
Backup Server
Announcements
Assign Module Owners
Default Module View
Inventory : Terms & Conditions
Customize Record Numbering
Mail Converter
Workflows
Customer Portal
s sub modules like

on to closed business by integrating

ntory with various prises & vendors,

modules are.

valuable customer relationships

quiries, disturbances,

eached in respect to the re-

requirements related to

ted to customers or prod-

Q). That can help

n responding to cus-
tation of sales and service data.
predefined reports available which

vidleges, it includes
 V - TIGER - SALES CYCLE

1. Leads - Lead are the first phase in establishing a customer relationship. Company may get leads f
activities such as trade shows, advertisement or press releases (Can be managed in Marketing cycle).
If you create a Lead, system allow user to capture the following customer related data.
a. Contact data to a single person or organization
b. Description for a lead
c. Assessment of value of a particular lead for your company

These data will be stored as master lead data within your CRM. Sdministrator may modify the type an
amount of master data necessary for business.

2. Potencial - Once a lead is qualified and determined to be a potential sale, the Lead is converted t
Account, Contact, and a Potential in the CRM system. The Potential has details on the opportunity, e.g
product, activity history, and target dates. Once again the salesperson to whom the Potential is assign
information, call, email, have meetings, and perform a number of tasks to make a sale, and use the C
manage and track these activities.

3. Quotation - One or more Quotes may be created and provided to the prospect as part of this Pote
the customer accepts the quote, shall have to places an purchase order,

4. Purchase Order - Sales orders or purchase orders are orders you receive from customers. Such o
services are usually presented as a paper copy received by fax or mail. It makes sense to capture suc
the CRM. A sales order may differ from your quote and you should have such information available at

5. Sales & Invoice generation - CRM allows user to Enter performed sales details & then an Invoice
CRM system and sent to the customer.
6. Help - Desk Support- Cretaion of tickets on issues discovered by customers to whom sale has be
user to assign tickets & track the status of each of them
pany may get leads from marketing
d in Marketing cycle).
data.

y modify the type and

e Lead is converted to a customer

n the opportunity, e.g. deal value,
he Potential is assigned, may gather
a sale, and use the CRM system to

ct as part of this Potential sale. When

m customers. Such orders of goods or

sense to capture such orders also in
ormation available at the CRM system

ails & then an Invoice is created in the

to whom sale has been done. It Allow
 V - TIGER - HIGH LEVEL PROCESS FLOW

Mails

Documents
OW
V-TIGER MARKETING CYCLE
 V-TIGER SALES CYCLE FLOW