Synthesize customer documents <\/strong><\/h3>\n<\/li>\n<\/ol>\nVtiger CRM<\/a> helps to synthesize all information and documents of each customer on a single profile, which is the profile of that customer. It synthesizes transactions, quotes, invoices, notes, personalities, birthdays, etc of customers for new sales staff to understand their customers at the begin.<\/p>\n![\"Synthesize](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/quan-ly-khach-hang-1024x490.jpg\")
<\/a><\/p>\nSynthesize all customer information and documents<\/p>\n
\n- \n
Create sales process<\/strong><\/h3>\n<\/li>\n<\/ol>\nEstablish standard sales process steps in accordance with company\u2019s specifications to help sales staff understand sales stages and targets to achieve sales. This helps limit a lot of psychological discouragement and abandonment of staff.<\/p>\n
![\"sales](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/co-hoi-3-1024x491.jpg\")
<\/a><\/p>\nSee contact stages with a customers and easily switch the stage by a click<\/p>\n
![\"Measure](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/tu-dong-MKT-1024x451.jpg\")
<\/a><\/p>\nMeasure business processes according to business specifications<\/p>\n
\n- \n
Manage works of sales staff<\/strong><\/h3>\n<\/li>\n<\/ol>\nManage work schedule and work performance of each staff to reward in time . Managers also knows the productivity of the sales team based on detailed reports.\u00a0This is one of the key to managing a sale team<\/p>\n
![\"Evaluate](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/quan-ly-sale.png\")
<\/a><\/p>\nEvaluate activities of sale staff<\/p>\n
![\"Qu\u1ea3n](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/quan-ly-sale2.png\")
<\/a><\/p>\n\n- \n
Manage sales opportunities<\/strong><\/h3>\n<\/li>\n<\/ol>\nSynthesize sales opportunities in the potential opportunity list. See statistics of sales opportunities according to the contact period. Evaluate which sales opportunity is potential to continuously focus on.<\/p>\n
![\"sales](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/co-hoi-4-1024x439.jpg\")
<\/a><\/p>\nSynthesize sales opportunities in a tracking list<\/p>\n
![\"Evaluate](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/khach-hang-tiem-nang-1024x542.png\")
<\/a><\/p>\nEvaluate potential customers to focus on sales<\/p>\n
\n- \n
Revenue statistics<\/strong><\/h3>\n<\/li>\n<\/ol>\nCustomize revenue reports of staff or overall revenue that\u00a0help\u00a0managing a sales team more easily<\/p>\n
![\"Revenue](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/bao-cao-1024x464.jpg\")
<\/a><\/p>\nRevenue report and sales activity<\/p>\n
\n- \n
Install private\u00a0branch\u00a0exchange<\/strong><\/h3>\n<\/li>\n<\/ol>\nsets up internal switchboards, outbound and inbound. Implement regular calls as well as auto calls. Create report statistics on call history and effectiveness.<\/p>\n
![\"call](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/call-center-1024x456.jpg\")
<\/a><\/p>\nImplement calls from the customer list by a click<\/p>\n
![\"call](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/tong-dai-dien-thoai-1024x483.png\")
<\/a><\/p>\nSwitchboard call history<\/p>\n
\n- \n
View transaction history with customers <\/strong><\/h3>\n<\/li>\n<\/ol>\nAll operations related to a customer are recorded in the transaction history with customers. Managers can be easily review in case of need.<\/p>\n
![\"Synthesize](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/lich-su-lam-viec-1024x494.jpg\")
<\/a><\/p>\nSynthesize working schedule with customers<\/p>\n
\n- \n
Create contracts and quotes<\/strong><\/h3>\n<\/li>\n<\/ol>\nThanks to Vtiger module of sales management, you can create document templates, contracts, quotes and invoices to save. When you need to use these documents, you only need to edit the content and quickly send it to customers right on the software.<\/p>\n
![\"Create](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/baogia1-1024x442.jpg\")
<\/a><\/p>\nCreate document templates<\/p>\n
![\"Create](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/tao-hop-dong-5-1024x497.jpg\")
<\/a><\/p>\n\n- \n
Forecast sales<\/strong><\/h3>\n<\/li>\n<\/ol>\nVtiger module of sales management sets up monthly, quarterly and yearly sales targets and automate sales forecasts based on historical data.<\/p>\n
![\"Forecast](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/du-bao-ban-hang-1024x576.jpg\")
<\/a><\/p>\n![\"sale](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/du-bao-ban-hang3-1-1024x596.png\")
<\/a><\/p>\n\n- \n
Create calendar, remind the calendar to meet customers<\/strong><\/h3>\n<\/li>\n<\/ol>\nQuickly create appointment calendars and works with customers. Monitor work schedules both of each individual and team. Set up a reminder notification when the appointment calendar comes. In addition of managing a sales team module, Vtiger CRM also allows you to synchronize with google calendar for easy job management.<\/p>\n
![\"working](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/lich4-1024x495.jpg\")
<\/a><\/p>\nQuickly create working calendar<\/p>\n
![\"manage](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/lich2-1024x490.jpg\")
<\/a><\/p>\n\n- \n
Periodic services<\/strong><\/h3>\n<\/li>\n<\/ol>\nA very effective module for spas, gym clinics, etc is to set up periodic services. The software will automatically create periodic services booked by you in advance and automatically remind customers when the service appointment comes. You can track the stages of service execution times in a summary table.<\/p>\n![\"manage](\"https:\/\/innocom.vn\/wp-content\/uploads\/2019\/04\/d\u1ecbch-v\u1ee5-\u0111\u1ecbnh-k\u1ef3-t\u1ef1-\u0111\u1ed9ng-t\u1ea1o-h\u00f3a-\u0111\u01a1n-theo-k\u1ef3-2-1024x484.png\")
<\/a>manage periodic services<\/figcaption><\/figure>\n
Synthesize all customer information and documents<\/p>\n Establish standard sales process steps in accordance with company\u2019s specifications to help sales staff understand sales stages and targets to achieve sales. This helps limit a lot of psychological discouragement and abandonment of staff.<\/p>\n See contact stages with a customers and easily switch the stage by a click<\/p>\n Measure business processes according to business specifications<\/p>\n Manage work schedule and work performance of each staff to reward in time . Managers also knows the productivity of the sales team based on detailed reports.\u00a0This is one of the key to managing a sale team<\/p>\n Evaluate activities of sale staff<\/p>\n Synthesize sales opportunities in the potential opportunity list. See statistics of sales opportunities according to the contact period. Evaluate which sales opportunity is potential to continuously focus on.<\/p>\n Synthesize sales opportunities in a tracking list<\/p>\n Evaluate potential customers to focus on sales<\/p>\n Customize revenue reports of staff or overall revenue that\u00a0help\u00a0managing a sales team more easily<\/p>\n Revenue report and sales activity<\/p>\n sets up internal switchboards, outbound and inbound. Implement regular calls as well as auto calls. Create report statistics on call history and effectiveness.<\/p>\n Implement calls from the customer list by a click<\/p>\n Switchboard call history<\/p>\n All operations related to a customer are recorded in the transaction history with customers. Managers can be easily review in case of need.<\/p>\n Synthesize working schedule with customers<\/p>\n Thanks to Vtiger module of sales management, you can create document templates, contracts, quotes and invoices to save. When you need to use these documents, you only need to edit the content and quickly send it to customers right on the software.<\/p>\n Create document templates<\/p>\n Vtiger module of sales management sets up monthly, quarterly and yearly sales targets and automate sales forecasts based on historical data.<\/p>\n Quickly create appointment calendars and works with customers. Monitor work schedules both of each individual and team. Set up a reminder notification when the appointment calendar comes. In addition of managing a sales team module, Vtiger CRM also allows you to synchronize with google calendar for easy job management.<\/p>\n Quickly create working calendar<\/p>\n A very effective module for spas, gym clinics, etc is to set up periodic services. The software will automatically create periodic services booked by you in advance and automatically remind customers when the service appointment comes. You can track the stages of service execution times in a summary table.<\/p>\n<\/a><\/p>\n\n
Create sales process<\/strong><\/h3>\n<\/li>\n<\/ol>\n
<\/a><\/p>\n<\/a><\/p>\n\n
Manage works of sales staff<\/strong><\/h3>\n<\/li>\n<\/ol>\n
<\/a><\/p>\n<\/a><\/p>\n\n
Manage sales opportunities<\/strong><\/h3>\n<\/li>\n<\/ol>\n
<\/a><\/p>\n<\/a><\/p>\n\n
Revenue statistics<\/strong><\/h3>\n<\/li>\n<\/ol>\n
<\/a><\/p>\n\n
Install private\u00a0branch\u00a0exchange<\/strong><\/h3>\n<\/li>\n<\/ol>\n
<\/a><\/p>\n<\/a><\/p>\n\n
View transaction history with customers <\/strong><\/h3>\n<\/li>\n<\/ol>\n
<\/a><\/p>\n\n
Create contracts and quotes<\/strong><\/h3>\n<\/li>\n<\/ol>\n
<\/a><\/p>\n<\/a><\/p>\n\n
Forecast sales<\/strong><\/h3>\n<\/li>\n<\/ol>\n
<\/a><\/p>\n<\/a><\/p>\n\n
Create calendar, remind the calendar to meet customers<\/strong><\/h3>\n<\/li>\n<\/ol>\n
<\/a><\/p>\n<\/a><\/p>\n\n
Periodic services<\/strong><\/h3>\n<\/li>\n<\/ol>\n
<\/a>