Expand the potential of vtenext – Adds On
With this additional vtenext module the address of one or more contacts is pinpointed on a map so that several points of interest can be selected and their location identified.
This ADD-ON connects with Google Maps to check the position of contacts, leads and businesses and show service call requests in the territory.
Ideal for planning customer calls that can be concentrated in the same area.
Allows 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.
This 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.
Advanced Planning Module
This module integrates management of projects included in vtenext and enhances their functions. Through a graphics interface the project activities can be created and edited, assigning start and finish dates and resources involved, and indicating schedule forecasts. Besides creating and running the project, the module can also be used to record advancement and analyse the final statement.
Advanced Price Lists
This 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.
Advanced Invoice Module
This module is useful for companies using the CRM invoice and final statement section frequently and requiring an easy, rapid solution for invoicing their services.
The module’s main functions are:
automated invoicing of Customer Support Tickets,
automated invoicing of a number of sales orders,
invoice control using the ‘Invoice Proposal’ module,
integration of touch-screen signatures in Customer Support and Sales Orders when on customers’ premises.
A 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.
Advanced 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.
The 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.
vtenext Social Portal is a revolutionary customer portal service for Facebook. Through an application on the company’s Facebook page customers can create assistance tickets to be resolved in the usual way by vtenext.
The Social Portal can be used to provide customers with a direct communications channel by simply logging into Facebook.
Customers who use the Social Portal via Facebook are automatically entered into the vtenext contact module.
Non-Conformity Management Module
The Returns Management module is a vtenext add-on for basic or advanced non-conformities such as, for example, complaints, returns requests, etc.
Used to manage a number of products included in the same request, it makes each row ‘independent’ (e.g. a return can be authorised on the first row, a credit note created on the second row, and the third row closed with product replacement without the need for a return).
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.