VirtualTech eCRM system provides the following functions:

Account and Contact Management:

1. Businesses using VirtualTech’s eCRM system can track interactions and manage account information, including contact details, account activity, account history, sales opportunities, relevant communications etc.

2. Client name, company, phone, address, website, e-mail, status and source may all be defined and more fields added as necessary.

3. Users can create new accounts and view summaries of all notes, history, activities and opportunities associated with an account.

4. The software also permits the assignment of ownership, establishment of account hierarchies and lead source tracking.

5. Each department can access detailed information for the customers it supports.

6. Attachments and comments can be linked to records for future reference

Calendar and Activity Management

1. VirtualTech’s eCRM system enables businesses to manage schedules, track phone calls, prioritize to-do items and makes event requests.

2. Our software organizes calls, meetings and to-do items according to priority, date and user. It also keeps a running tally of different activity types.

3. The activity alarm function enables businesses to stay on top of deliverables.

Opportunity Management

1. Using VirtualTech’s eCRM system, businesses can view all sales opportunities simultaneously or filter opportunities by user, close date, status, sales stage, volume, probability of close, products, lead source and competitor.

2. Opportunities can be accessed and updated from the main view.

3. Users can develop product lists to enable easy entry of repeat products or services by auto completion of names, item numbers, costs and prices.

4. Each opportunity may include multiple associated products and services.

Document Management

1. The eCRM system enables creation of documents and pre-defined document templates.

2. White papers, quotes, product info and other resources can also be attached using pre-defined templates and libraries.

Marketing Management

1. VirtualTech’s eCRM software creates different marketing campaigns for different users or teams of users.

2. The system permits the importation of new leads which may then be upgraded to new accounts or new contacts.

3. All campaigns and leads can be viewed simultaneously or organized by status or user for follow-up purposes.

Competitor Tracking

1. Businesses can record competitor information including strengths and weaknesses on the system.

2. The software also permits tracking of sales team members, sales strategies and reasons for win/loss.

Order Management

1. VirtualTech’s eCRM software prepares quotations, sales orders, invoices or other documents on user’s request.

2. It also tracks open quotations and processes sales orders.

3. Users are able to convert document formats with one click, saving time.

Reporting and Analysis

1. VirtualTech’s eCRM system produces multiple report types, including account lists, contact lists, activity reports, sales and forecast reports, sales pipeline reports, history reports and much more.

2. Users can view sales pipelines and graphs for insight into sales trends.

3.The software also permits one-click export of pre-formatted reports to CSV file for further analysis.

Administration, Customization and Configuration

1. The VirtualTech’s eCRM system enables businesses to easily manage team and territory assignments, develop user profiles and define admin roles.

2. The software permits configuration of views, reports, fields, processes and security profiles.

3. Permissions may be set for standard role users. Enable or disable them to delete data and/or export to CSV.

4. Contact profiles may be made public or private, and access limited to specific individuals or teams.