Friday, January 3, 2014

Fitur Sales Automation

Salesforce Automation

Sales Automation streamlines and enhances the operations of your sales team. vtiger CRM helps your sales team
manage Leads, Opportunities, Quotes, Invoices, and provides unified view of all data related to Contacts and
Organizations. In addition, users can view monthly and quarterly sales pipeline and create custom reports by
region, sales person, ...etc.

The following modules are key to the Sales process
  • Leads
    • A lead is a prospect who might or might not be interested in your product/service.
  • Opportunities
    • An Opportunity represents a Selling opportunity, with an expected close date, and anticipated
  • Contacts
    • A Contact represents a person conducting business with your company. Contact could be
      acting individually or representing an Organization.
  • Organizations
    • An Organization is a Company/Institution. An Organization record is created for existing 
    • customers or prospective customers who are actively evaluating your products/services.
  • Quote
    • vtiger CRM makes it easy for Sales persons to create quotes and send them to the prospects.
  • Invoices
    • Like Quotes, Invoices can be generated from within vtiger CRM and exported to PDF
      files before sending to clients.

Video Tutorial 


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