Book Image

vtiger CRM Beginner's Guide

By : Ian D. Rossi
Book Image

vtiger CRM Beginner's Guide

By: Ian D. Rossi

Overview of this book

<p>vtiger CRM is free, full-featured, 100% Open Source CRM software ideal for small and medium businesses, with low-cost product support available to production users. It is used widely in dozens of countries with localization available in over 15 languages. If you want to manage your customer relationships successfully using one of the most dynamic CRM systems that is truly open source then this is the right book for you.</p> <p>vtiger CRM <em>Beginner's Guide</em> will show you how to unlock the power of the Open Source vtiger CRM system, to reorganize your sales processes and manage customer relationships better. It explains the basics of a CRM, going on to explain how to create a CRM using vtiger, adding extensions, plug-ins, and theming.</p> <p>This book will teach you how to organize and streamline sales processes and customer service processes and to automate routine business processes to save valuable time. With it you can empower your sales force and start increasing sales. You can get more visibility to sales performance through centralized activity management and reporting. You will understand how vtiger receives data from external systems through its API and how you can use that API to get data into vtiger. You will discover how vtiger provides many extensibility and customization features to enable your CRM solution to meet the needs of your business and how use them correctly.</p>
Table of Contents (19 chapters)
vtiger CRM
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

The "what" of CRM


What do you see in the CRM market today? If you look at the CRM market today, you can see lots of companies touting their CRM tool over others, based on features and functionality. You even see some companies claiming that their tool is not software — even though it is a software in reality — as a differentiation strategy. In short, there is a whole lot of focus on CRM tools.

So, when I talk about "the what" of CRM, what is "the what"? Well, it's the tool. CRM software or web apps, or what have you.

In solving any problem, business or otherwise, the first thing you have to understand is the what. If you're solving a math problem, you first have to understand what you're dealing with. For example: "A train is traveling at 55 MPH...", you get the picture. This is the what of the problem.

Let's look at this now from the perspective of the CRM world. Long ago, the business world identified the "what" of the CRM problem. It became clear that sales professionals needed a tool to manage their customer relationships, sales activities and that it needed to gel with management's goals. Well, we've come a long way since then. We have a myriad of tools available that do exactly that, and a whole lot more that work with your accounting system, your iPhone, your iPad, integrate with Facebook, Twitter, Hoovers — you name it. The "what" is getting beaten into the ground.

Too many CEOs are trying to sit back and rake in the dough with the recurring revenue model of SaaS. Rhetorical: What value are their customers really reaping from that?

Anyway, just think about this — Will vtiger CRM, as a tool in and of itself, be the answer to your organization's CRM problem?