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Expand the potential of vtenext – Adds On

Multi-Company

Multy-companyAllows a group of companies to use a single vtenext environment and share the same database. Data visibility can be diversified according to users and members of one or more companies in the group. It can also be used to manage progressive record numbers diversified for each company in the group (quotes, sales orders, invoices) and run custom PDF Maker template printouts.

Warehouses

wharehouses CRMThis module integrates vtenext with a management function for non-fiscal warehouses and the passive cycle, and extends the existing active cycle modules.
The Warehouse module can be used to define one or more warehouses, reasons for loading/unloading, documents relating to goods loading/unloading/transfer and warehouse inventory documents.

Telemarketing Module

telemarketing CRMAdvanced module for managing telephone campaigns.
When creating a “Telemarketing” campaign, the system automatically generates a “Telemarketing” form for each name in the target (list of recipients of the campaign).
The telemarketing card manages:
• an instruction field for the call center operator;
• the status of the activity: to be called, interested, not interested, etc;
• visualization of the relevant fields of the called Company, Lead or Contact;
• the collection of responses to the interview script;
• follow-up activities.

Advanced Price Lists

advanced price listThis module integrates vtenext with advanced price list management functions so that each customer can be associated to a specific price list. This means the price list is automatically applied when a document is drawn up and has priority over other price lists/discounts and surcharges.
Discounts or surcharges can also be defined automatically according to customer classification and product category. On certain price lists prices can be managed over pre-set intervals, to coordinate with special offers and promotions organised by the marketing or sales departments.

Mexal

MexelMexal is composed of software modules which manage the synchronization between the two applications.
Features:
• updates of customers,
• suppliers and articles from Mexal,
• Implementation of the vtenext payment method table and synchronization with the corresponding Mexal table,
• Statistical categories Cli / For / Articles in vtenext and synchronization with the corresponding Mexal tables,
• Loading invoice data on vtenext from Mexal,
• manually controlled transfer of customer orders (sales orders) created in vtenext to Mexal,
• Automatic customer order coding in Mexal,
• synchronization of vtenext Contacts with Mexal Referents

Ambiente di test

Ambiente di testEnvironment copy of your vtenext installation, useful for testing, configurations and for the release of developments.

Analytics Module

Analytics CRMA module used to manage sales teams’ activities by analysing trends against sales predicted per agent, individual customer or group of customers. It gives a quarterly view that can be used to check variances and verifies customers’ positions against a Pareto chart. For the module to work properly the data stored on CRM has to be constantly updated.

Offline App

offline app crmThe Offline App module allows the vtenext application to be used even without a network connection.
The offline app saves locally consulted data so that it can be consulted, updated and edited offline.
As soon as a connection is possible the data are synchronised with the vtenext server.

Social Bridge

Social BridgeThe system allows to publish contents, including multimedia, on the Facebook page. The publication is done through the publications module of vtenext. Facebook user interactions, comments on the page, are captured by vtenext and transformed into an helpdesk ticket or reported into an existing one.

Eventi

non conformitàAllows yto collect feedback on fairs and events. When creating an “Event-Fair” capaign the system generates autimatically for every record in the target an “Event” card, on which is possibile to indicate the partecipation status, report information regarding the event and the follow up.

Offline Desktop

offline desktop CRM
vtenext can be used on a Windows PC without needing to be connected to vtenext on the network.
Ideal for frequent travellers who are without a connection or have no network coverage.

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