slides from vtiger CRM + BI presentation of Andrea Alberici, President of Studio Synthesis, at the vtiger-bi get together of Valencia, July 2009

1. FROM CRM TO VTIGER BPM 21th July 2009

5. CRM Ecosystem Operational Aspect Collaborative Aspect Analytical Aspect

7. Operational CRM YES we can

8. Features, features, features Installation & Migration Process Changed Quick create option for Product module Support to Send mails to Vendors similar to Contacts/Leads/Acconts/Users Assign to Group option during Lead Conversion Mailing Quote, SO,PO PDF directly Add sorting functionality to all the fields in ListView Feedback and News link for Administrators on Home Page Support for Custom fields in Email templates Recylebin Feature Role based Custom Filters / Views

9. Features, features, features User Configurable ID for all modules (Different sequence numbering for modules) Popup Reminder support for Calendar Event Users filter for Calendar events in Calendar view Duplicate records merging feature Local Backup Feature (Similar to ftp backup) Multi-Currency Support for Inventory modules Documents module (Upgrade Notes module to basic Documents module) Home Page Customization Layout Editor Prev & Next button for ease navigation from Detailed view of a Record Option to re-arrange the products Mail Scanner Support for Custom Events in Calendar module Support for Custom Fields in Calendar module Eventing support Mass Edit feature

10. Features, features, features Product Bundles Attachments for Faq Recurring Invoice Feature Record Change Indicator Asterisk Integration Webservices APIs [ Webservice Tutorial ] Workflow Manager Vtlib and Module Manager Global Add and Edit options for Role based Picklist values (Picklist Editor revamped) Accounts Hierarchy Email Status Tracking Vtiger – Gmail bookmarklet Reports module re-written (Security levels added) Tooltip manager for ListView fields Notes widget for Vtiger Home Page Import Enhancements Services and Service Contracts modules (Supports Services model) Formula Editor (Field Formulas – as extension module) Settings a CV as default per user basis

11. The case for (co)operational Web Leads: Collect data from web forms including any custom fields Limesurvey

12. The case for (co)operational MAPPING From LIMESURVEY To vtiger

13. The case for cooperational Email Campaigns FAX Campaigns PHPList

14. The case for analytics RFM is method used for analyzing customer behavior and defining market segments. It is commonly used in database marketing and direct marketing and has received particular attention in retail. RFM stands for * Recency - When was the last order? * Frequency - How many orders have they placed with us? * Monetary Value - What is the value of their orders?

15. The case for analytics Some good statistics From accounts and invoices To vtiger

16. The case for analytics Weightings used by RFM practitioners vary. For example some advocate adding the RFM score together – thus giving equal weight to each factor. Another weighting arrangement often used is, 3xR + 2xF + 1xM. So which to use? In reality, there are many other permutations of approaches that are being used today. Best-practice marketing analytics requires a fine mix of mathematical and statistical science, creativity and experimentation.

17. The case for analytics We used weighted percentiles. Just to begin the exploration… Creating a filter

18. The case for analytics We used weighted percentiles. Just to begin the exploration… Five stars

19. The case for analytics We used weighted percentiles. Just to begin the exploration… But here you’ll find gems All that is Gold does not Glitter

20. The case for analytics We used weighted percentiles. Just to begin the exploration… In the annual Product Listing Campaign our client saved 80% costs, delivering right messages to the right clients. Here you can cut costs

21. The case for BPM XRM (Anything Relationship Management) is the natural evolution of CRM (Customer Relationship Management). In today’s dynamic business environment companies demand the ability to manage anything, not simply relationships with customers.

22. The case for BPM Workers Prospect workers Training Resources assigned Internal Ticketing Compliance Org. Charts Deadlines Buy Orders Grades and career Destinations Digitalize anything

23. The case for BPM in a word processes

24. Final thoughts

25. The case for BPM