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Sales Force Automation (SFA) is an important CRM function that streamlines and enhances the operations of your sales team. SFA includes the key activities needed by your sales team including Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, and others. Key Modules vtiger CRM supports a number of different aspects of Sales Force Automation.

  Lead Management

  Opportunity Management

  Account Management

  Contact Management

  Calendar and Activity Management

Customer service automation helps you to manage customer complaints centrally. All customer complaints can be logged into the system with simple reference number and can be linked to customer account module for reference. Support tickets can be prioritized as per need and will be useful to plan service support staff work schedule. Customer visit details can be tracked along with customer tickets and time spent on all support tickets can be used for report generation. Service calendar functionality can be used for planning service calls based on staff availability.

  Key Features

Reporting is the heart of CRM system & customer can generate any number of reports as per need and requirement. CRM comes with 50+ standard reports on various modules and functions. Reports can be generated in individual modules such as sales, support or can be generated across many modules. All the reports can be customized as per client need. Report can be grouped, arranged, columns can be enabled, disabled as needed. Reports can be generated as User wise, Stage wise, Source wise, Date wise reports for analysis. Dashboards present graphical representation of data for analysis and user login screen shows summary of customer information as configurable dashlet.

  Key Features