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;