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Table of Contents
This manual is a comprehensive, step-by-step guide to using the CRM system. crm-now/PS stands for affordable enterprise software, built on proven Open Source components, backed by professional support and services. This CRM system software addresses the needs of small and medium sized companies which are in the B2B business, have longer sales cycles, and a stable product or service portofolio.
This manual is intended to be a clear and supportive reference work for CRM users and administrators. We hope to answer most of the questions you might have about the various features and modules. In particular, we cover the following subjects:
General approach. With all its modules and their relationship to each other, the CRM can be a bit overwhelming at first. We'll get you up to speed quickly on how the pieces fit together.
How to start using the CRM system. What should you do first?
Salesforce automation. After you have entered data into the system how the system supports your efforts in an automated fashion.
Account Management. How to work with accounts and contacts. What can you do with them?
Understanding all the relationships. Most data entered into the CRM system is somehow related. These relationships are extensively documented, including their intended purpose. If suitable, examples of proper usage are provided.
Customizing the CRM system. Each company is different. We explain how you can tailor vtiger CRM to fit your company's needs.
Security Settings. We explain the principles and the implementation of role-based security.
Tools. The CRM system comes with a set of tools that supports the organization of sales teams as well as the reporting to management. We show you how these tools can be used.
Additional resources. Finally, we direct you to other places you can go for all the latest info, and offer a complete set of online references.
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