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en:vtmktmarketing [2013/05/26 21:32]
joebordes
en:vtmktmarketing [2013/05/27 11:22] (current)
joebordes [Converting vtiger CRM into a CRM]
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 This is where our customization enters. We have filled the gap between the campaign and the contact. In this space is where your company's marketing actions take place, you send your contacts messages in the form of letters, emails, SMS and others, you plan meetings, calls or other types of tasks and all of these can be part of a campaign or individual actions and most must end with an opportunity or sales action, hopefully won :-)  This is where our customization enters. We have filled the gap between the campaign and the contact. In this space is where your company's marketing actions take place, you send your contacts messages in the form of letters, emails, SMS and others, you plan meetings, calls or other types of tasks and all of these can be part of a campaign or individual actions and most must end with an opportunity or sales action, hopefully won :-) 
  
-Starting from the first steps of segmenting your contacts and associating them with a campaign or marketing  action, vtiger CRM lacks the functionality of grouping your contacts in function of their related account parameters or other related entity fields, then there is a lack of complete information about the results of the messages sent to your contacts, there is no easy way to create mass actions for positive nor negative messages, even seeing the results of your sales teams actions is a daunting task. A few more useful tools like mass related assignments, which are a must in a vtiger CRM that is configured with private entities and you need to assign contacts and all its related entities to different users/salesmen, mass contact creation or mass copying fields between records, make an unbeatable mix.+Starting from the first steps of segmenting your contacts and associating them with a campaign or marketing  action, vtiger CRM lacks the functionality of grouping your contacts in function of their related account parameters or other related entity fields, then there is a lack of complete information about the results of the messages sent to your contacts, there is no easy way to create mass actions for positive nor negative messages, even seeing the results of your sales teams actions is a daunting task. Some other useful tools like mass related assignments, which is a must in a vtiger CRM that is configured with private entities and you need to assign contacts and all its related entities to different users/salesmen, mass contact creation or mass copying fields between records, also would be very useful.
  
-We have tried to create solutions for all these missing features, and then some.+We have tried to create solutions for all these missing features, and then some, creating an unbeatable mix!
  
 Another common necessity in marketing actions is what is called **drip campaigns**. With this functionality you will be able to define long term actions for your client to keep you on his mind. You can easily define birthday reminders, holiday greetings or setup welcome marketing contact policies like sending a new contact an email two or three days after confirming his purchase and then a follow up email a week, a month or a year later, for example. Another common necessity in marketing actions is what is called **drip campaigns**. With this functionality you will be able to define long term actions for your client to keep you on his mind. You can easily define birthday reminders, holiday greetings or setup welcome marketing contact policies like sending a new contact an email two or three days after confirming his purchase and then a follow up email a week, a month or a year later, for example.
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 Some more normal patches and fixes we have gathered through the constant use of vtiger CRM and our extensive experience with the product have been added to make day to day use easier, specially **tax control on invoices** for fiscal reasons and also many of the most commonly asked questions on the forums. Some more normal patches and fixes we have gathered through the constant use of vtiger CRM and our extensive experience with the product have been added to make day to day use easier, specially **tax control on invoices** for fiscal reasons and also many of the most commonly asked questions on the forums.
  
-Last, but not least, all that is topped with our support and constant development of the platform. We have a clearly defined [[:vtmkt_roadmap|roadmap]] of future enhancements while we keep applying minor bug fixes we find and features we develop as we work with platform every day and we are here to answer your questions and solve your problems with an **unbeatable support** from an **experienced team**.+Last, but not least, all that is topped with our support and constant development of the platform. We have a clearly defined [[:vtmkt_roadmap|roadmap]] of future enhancements while we keep applying minor bug fixes we find and features we develop as we work with the platform every day and we are **here** to answer your questions and solve your problems with an **unbeatable support** from an **experienced team**.
  
 **Don't hesitate, come, join us and take your company to the next level!** **Don't hesitate, come, join us and take your company to the next level!**