Pack de Consultoría de Implantación vTiger CRM Open Source garantizado
As a leading implementation company vTiger CRM Open Source knows how to successfully start a new CRM, for this reason, the implementation service of vTiger CRM Open Source consists of the following points:
- Installing vTiger CRM Open Source on the server
- Configuring the server to make it compatible
- Setting up Cron Jobs on the server for automatic email sending
- Configuring the outgoing mail server to use
- Setting up company data and logos
- Registering users in the system
- Adding roles and profiles to the system
Initial consulting, preliminary needs analysis phase, implementation consulting to suggest the best way to use the CRM (1 online session sharing remote desktop)
Customization of up to 4 modules (Add, Remove or Rename fields)
All these points ensure the successful implementation of vTigerCRM Open Source, we guarantee that with your contract you will get the software configuration to get the most out of vTigerCRM Open Source for your company.
The initial consulting consists of a detailed meeting sharing a remote desktop in order to gain an in-depth understanding of the processes you wish to incorporate into the CRM and suggest appropriate strategies to get the most out of the software.
As a result of this initial consultancy we will have:
- Modules to be used by the company
- Possible extensions / third-party add-ons to use and that are necessary
- Possible workflows to implement on the vTigerCRM Open Source platform
- Need for integration with third-party systems (web, Outlook, vTiger app, e-commerce)
- Possible customizations of custom modules
- Customizing existing modules, fields, and screens
- Role and profile scheme designs necessary to control access to the information and functions available
Download information in WhitePaper PDF
