CRM

Our CRM Training is to train your staffs the skills on how to make use of this Open Source CRM to manage your customers relationship, leverage your marketing effort with various built-in tools.

Before the commencement of the training, a ready CRM site* for your company will be prepared beforehand, and your staffs will be trained with the prepared CRM site to use the powerful features and tools.


Note: * For every enrolment of 4 participants per company, the company is entitled for free setup and the benefits as below:

Open Source is Free

Open Source is Free. No license fee is required.



Innovative Technology

Most innovative technology and making it as easy as possible to share and manage business information.

It combines powerful functionality, proven integration, point-and-click customization, global capabilities, and the best user experience.



Sales Force Automation

A single collaborative system for your entire sales process.



Marketing Automation

Manage marketing activity across the complete customer life cycle.



Contacts Center

A customizable and integrated solution for all service situation.



Analytics with Dashboard and Reports

Customizable realtime insight into your customers and your business.



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Leads

Allow you to manage your leads.

Collect leads from your marketing activities such as trade shows, advertisement, presentations etc.



Accounts

Allow you to manage your accounts.



Contacts

Allow you to manage your contacts.



Import and Export

Allow you to import and export leads, accounts, contacts.

Exchange data between your office environment and the CRM system. You may use CRM data with a large variety of other programs locally at your office.



Calendar

Allow you to add events, tasks, ToDos to the calendar.

Set Event Reminders, Repeating Events.

Calendar Sharing.



Sales Potentials

Allow you to manage your sales potentials.



Quotes

Support you in the creation of quotes for potential customers.



Products

Allow you to manage your products.



Sales Orders

Allow you to manage orders you receive from customers.



Purchase Orders

Support you in purchasing goods or services.



Invoices

Support you in creating customer invoices.



Marketing with Campaign

Support your marketing efforts with a Campaign module.



PriceBooks

Give you the opportunity to work with an unlimited number of different price lists. This is for instance very helpful if your company has different customer types which require a different pricing. You may use special retail, distribution, end customer price lists or others.



Vendors

Allow you to enter an unlimited number of vendors which provide goods or services to your company or to your customers. Such vendors are stored separately and not part of the contacts or accounts lists.



Customized View Lists

Allow you to create/customize your view Lists to your data.

Your view lists can be attached to Key Metrics (explain later).



Key Metrics

The Key Metrics is located at your Home page. It can give you a comprehensive view of the most important data stored within your CRM system. This is done by providing a quantitative summary of information selected by your criteria.



List Search

A search function helps you to find a specific entry fast.



Tag Clouds

Tag Clouds are designed to improve the usability of the CRM. It helps to categorize CRM entries based on an users judgment or rating. Tag Clouds are based on the assumption that humans tend to pool objects based on subjective or other values. Such a pooling is in fact a new categorization of data stored at the CRM system.



Send and Receive Emails

Offer a multiplicity of possibilities to include emails in your work with your customers, co-workers, suppliers and other contacts.

Allow you to send emails to contacts directly from the CRM system.

Transfer received or sent emails from your office environment to the CRM system.

Receive emails at the CRM system from personal mail accounts.



Supports with Trouble Tickets, Help Desk, FAQ, Customer Portal

Allow your customer to submit trouble tickets as enquiry, complaint.

Allow supporting staffs to handle supports with help desks.

Offer you to have a FAQ list. FAQ refer to listed questions and answers.

Use FAQ as a knowledge base to inform your customer about your product, services or procedures, for your employees to inform about internal business procedures, for your service staff to discuss procedures for helping customers,.



Reporting and Analysis

Provide you several possibilities for evaluating your data according to criteria you have selected.

Dashboard - give you a graphical representation of your sales and service data.

Reports - summarize your data stored in the CRM by reports. You have a set of predefined reports available which you can customize based on your needs.



Office Plugin - Communication Template with Mail Merge




Outlook Plugin - Syncroizing Contacts, Emails, Events/Tasks




Customer Portal


A website to allow your customer to lodge and track trouble tickets, access FAQ.



Role Based Security




Other features:Custom Fields, Picklist Editor, Chat, RSS, My Sites, Notes




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