Sales

Sales Automation

VTC enables the sales staff to share information about sales potentials, contacts, etc. and to follow status changes at any time.

Among other things it helps to increase the turnover of existing clients, allows to create forecasts, monitor sales activities, manage quotes and orders, work while on the move (with mobile solutions) and much more.

Various plugins, as for example the ones for Outlook and Office, will ensure that VTC works seamlessly with other applications.

Summary:

  • Information can be shared between groups and users
  • Focus on the most profitable accounts
  • Fast training of new sales staff
  • Monitoring of all sales processes

Potential Management

Potential Management helps you to optimize your sales processes, by providing clearly arranged information regarding sales activities, such as status and any closing relevant activities.

Customize your VTC Potential Management, to fit your existing follow-up process for potentials.

Contact Management

With VTC Contact Management you consolidate all your contacts in one central location. Furthermore, you have potentials, customer account data and history centrally available.

In addtion, you can use the comfortable Import Wizard in VTC,  to import data from a variety of applications, using the csv file format.


You can increase the quality/integrity of your data, by searching for duplicates and merging of similar datasets, using a very easy to use wizard.

No more duplicate contacts!

Account Management

The Account Management of VTC, gives you a comprehensive overview of your customers with all relevant data such as activities, products or status. Clearly divided into various tabs, users can find all the records associated with the account such as activities, tickets, promotions, etc.

Forecasts

Generating forecasts is of course also very easy with VTC.
Create accurate forecasts based on sales data in VTC for your team or individual sales representatives. With VTC, you will continually improve your forecast accuracy.

Quotes and Supportcontracts

With the Quote and Service Contract Management in VTC, you create accurate quotes, based on individual line items. Various currencies are supported as well as different tax rates. You can of course use existing offers as templates for new ones.

Plug-Ins for Microsoft Office

With the standard vtiger plug-ins and special VTC plug-ins you can integrate VTC data into your MS Office applications. You can synchronize emails, contacts and calendar entries with a few mouse clicks. Export data to Excel or create a mail merge with Word.

VTC Mobile Touch

Stay up-to-date while on the move, with VTC Mobile Touch. Work with VTC while on the move and outside your office.
Use VTC Mobile touch to increase your productivity and reduce downtime.

Dashboards

With the dashboards, you always have all information about leads, potentials, and accounts accessible and in realtime.