vtiger CRM - Management

Management and Controlling

One solution - many possibilities

The Analytics Module provided with vtiger CRM is a tool, that helps you control your business. The involvement of all divisions allows you to set up transparent structures.

vtiger CRM provides managers with up-to-date information, so they can make timely decisions while keeping an eye on strategy, development and continuous optimization. Subject to authorization/access levels, the Analytics Module allows you or senior management respectively, access to all the data required to recognize risks and opportunities in time, to respond flexibly and to use the opportunities to increase your success.
Controlling features:

  • Compilation of statistics
  • Provision of sales information
  • Order Control
  • Cost control
  • Analysis of market information
  • Financial controlling
  • Individual settings
  • Analysis of marketing activities

vtiger CRM Analytics

Under "Analytics" vtiger CRM provides modules for the  preparation and evaluation of vtiger CRM data.

Dashboard

The "Cockpit" is one of these tools. It visualizes the performance at company level, at team level and of each individual employee. "Cockpit" uses the existing data, prepares and displays them in a format that allows you to spot key performance parameters instantly. Whether sales force control or forecast, detailed analysis and reports offer well-founded decision support, so that opportunities are seized and sales activities can lead to maximum success.

The relevant data can be visualized using bar graphs, line graphs and pie charts.

Reports

"Reports" is also an "Analytics" module. It goes beyond the possibilities of the "cockpit" described above, and is your base to identify achievements and opportunities for improvement in order to reduce cost in the long term.

vtiger CRM provides easy access to your data, combined with flexible evaluation and reporting functionalities.

All information is stored in vtiger CRM. The "Reports Module" allows you to make your work and sales processes measureable and evaluable.

By using the reporting module, you will benefit from a maximum of information transparency. You will have an impact on your productivity increase and insight information into the activities of sales, marketing and service.