| Productivity Addone |
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| Home > vtiger > Productivity Add one |
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| Outlook Plugin |
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| In most of the small and medium businesses, E-mail and CRM applications are stacked incrementally in an IT infrastructure over a period of time. Initially e-mail service plays a vital role in communicating with customers. Once the business expands to a stage where it is very difficult to manage customers with the existing e-mail service, companies look for more sophisticated customer relationship management solutions. By that time, usage of e-mail service would have become popular and users as well as IT managers would feel reluctant to give up the existing e-mail service for different reasons. At the same time, they would like to use the CRM systems to increase the productivity. |
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| In a broad perspective, Customer Relationship Management solutions (installed as well as hosted) and e-mail services complement to each other. Most of the surveys reveal that the Microsoft® Outlook® e-mail service is the one of the top most available e-mail clients in the market. |
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| Many CRM vendors claim that they are providing Microsoft® Outlook® integration with their CRM solution but customers have to bear the additional charges. Most of the open source CRM projects are not exceptional to this trend. They provide CRM software as free and open source but when it comes to Microsoft® Outlook® integration, it is closed source. Realizing this fact, vtiger CRM team released vtiger Outlook Plug-in for Microsoft® Outlook® users as an Open Source Project in SourceForge.net. |
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| The vtiger Outlook Plug-in for Microsoft® Outlook® is a fully functional, enterprise grade business productivity enhancement utility and it is evolving rapidly based on open source community feedback. |
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Synchronize contacts between Microsoft® Outlook® and vtiger CRM |
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Add customer-related incoming and outgoing E-mail messages from Microsoft® Outlook® to contacts in vtiger CRM |
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Filter E-mails in Microsoft® Outlook® and add only necessary e-mails to vtiger CRM |
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Synchronize customer-related tasks between Microsoft® Outlook® and vtiger CRM |
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Synchronize customer-related calendar (calls and meetings) between Microsoft® Outlook® and vtiger CRM |
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Resolve conflicts if there are any mismatch between Microsoft® Outlook® and vtiger CRM data (contacts, tasks, and calendar) |
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| Office Plugin |
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| vtiger Office Plug-in for Microsoft® Word® is a fully functional, enterprise-grade business productivity enhancement add-on for creating on-the-fly mail merge documents, such as form letters, mailing labels, envelopes, catalogs, and other documents based on customer data source in vtiger CRM. |
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Create mail merge templates from Microsoft® Word® based on vtiger CRM database fields (Leads, Accounts, Contacts, and Tickets) |
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Create mail merge documents from vtiger CRM based on leads, accounts, and contacts-related data |
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| Thunderbird Extension |
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| vtiger Thunderbird Extension for Thunderbird or Mozilla e-mail Client is a fully functional, enterprise-ready business productivity enhancement add-on for vtiger CRM. Using vtiger Thunderbird Extension you can add outgoing or incoming e-mail messages to vtiger and synchronize contacts in between Thunderbird and vtiger CRM. |
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Add customer-related incoming and outgoing e-mail messages from Thunderbird or Mozilla email client to vtiger CRM as an activity history or e-mail under contacts |
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Import customer-related contacts from vtiger CRM to Thunderbird or Mozilla e-mail client |
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Export customer-related contacts from Thunderbird or e-mail client to vtiger CRM |
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| vtiger Initial Installation and Configuration |
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Standard Customer |
Premium Customer |
Gold Customer |
| Target Group* |
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| Operating System |
Fedora Core 3 / 6, RHEL 4.0 |
Fedora Core 3 / 6, RHEL 4.0, 4.0, SLES 9.0 / 10.0, Open Suse 10.0 |
Fedora Core 3 / 6, RHEL 4.0, 4.0, SLES 9.0 / 10.0, Open Suse 10.0 |
| Database |
Mysql |
MySQL |
MySQL |
| Size of the vtiger |
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| Setup of Backup & Recovery Process |
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| Training *** |
8 hrs |
16 hrs |
24 hrs |
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** Integration with other applications, Estimate to be given after system Analysis
*** The modules to be trained can customised to the user needs.
*** Upto a maximum group of 10 people |
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| vtiger Support |
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Standard |
Premium |
Gold |
| Time |
10 AM – 6.00 PM |
9 AM – 9 PM |
24x7x365 |
| Email Support |
Unlimited |
Unlimited |
Unlimited |
| Telephone Support |
Unlimited |
Unlimited |
Unlimited |
| Remote Login Support - incidences |
6 |
12 |
24 |
| Physical Support |
- |
4 |
9 |
| Developer Support for Mission Critical Applications |
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- |
2 |
| No of persons entitled to direct enquiries to support team |
1 |
2 |
3 |
| Assistance with Backup and Recovery |
- |
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