1.1 Examples of vtenext application areas

Customer Acquisition & Sales

  • Automated acquisition of potential accounts via contact webform; Lists allocation to sales personnel concerned;
  • Management of corporate hierarchies, partners, etc.;
  • Shared calendar to plan customer actions; Sales negotiations management with forecast reports;
  • Sales and administration steps management: Quotes, Sales Orders, Invoices, Delivery Notes;
  • Exportation to PDF of offers, invoices, etc. with customised forms.

Communication & Marketing

  • Management of multiple personal mailboxes;
  • Mail and link conversion towards other CRM objects;
  • Target management (segments) of customers database according to key-information;
  • Transmission of newsletters and campaign statistics;
  • Internal communications through Conversations linked to CRM entities. → Talks

Customer Service & Projects

  • Customer assets management: installed products and pending contracts;
  • Collection of after-sales requests through different channels;
  • Management of queued work processes and SLA times;
  • Online customer portal for direct communications and documents sharing;
  • Activities tracking and resources scheduling;
  • Orders management through Projects, Operations, Deadlines and Gantt charts. → Project Tasks – Milestones

Reports & advanced tools

  • Reports and charts on all data in the CRM;
  • Notification management system on both hierarchical and personal basis for users (Groups, Roles and Profiles);
  • Privileges and security administration through advanced rules and exceptions; CRM layout customisation;
  • Workflows (automations);
  • Creation of interface side customised modules; Schedulable data importation from database;
  • Report and supervision of user activities and accesses.

BPMN and company processes mapping:

  • Improve company efficiency;
  • Execution of company procedures in standard and unequivocal manner; Reduction of human error;
  • Reduction of execution times;
  • Checking of bottlenecks in the organisation;
  • Reduction of procedure learning times;
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