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vtiger CRM Beginner's Guide Paperback

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vtiger CRM Beginner's Guide + Vtiger C.R.M. Users and Administration Manual for v5.4.0
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Product Details

  • Paperback: 248 pages
  • Publisher: Packt Publishing (July 11, 2011)
  • Language: English
  • ISBN-10: 1849511861
  • ISBN-13: 978-1849511865
  • Product Dimensions: 9.2 x 7.5 x 0.5 inches
  • Shipping Weight: 1.1 pounds (View shipping rates and policies)
  • Average Customer Review: 3.7 out of 5 stars  See all reviews (3 customer reviews)
  • Amazon Best Sellers Rank: #1,331,219 in Books (See Top 100 in Books)

Editorial Reviews

About the Author

Ian D. Rossi is the CEO of aimtheory, a privately-owned Internet company. aimtheory has been providing Internet-based business solutions to small and large companies globally since 2007. Ian is a co-founder of aimtheory CRM, a hosted vtiger CRM solution that serves clients on every continent except for Antarctica. Ian has over 14 years of experience in Internet-based business solutions.

More About the Author

Ian Rossi has 15 years of experience conducting and managing business on the Internet and has used his visionary skills to assist startups in entering the Internet business arena.

His consultancy has benefited clients in many verticals including financial services, national retail, manufacturing and software development.

He is the founder of aimtheory, an Internet firm that offers Internet marketing and sales solutions as well as aimtheoryCRM, a SaaS product that helps customers spend less of their money on business software and focus on customization for their business model and processes.

Ian's specific areas of expertise are open source strategy, open source software identification and selection, business process identification, modeling and improvement.

Ian founded aimtheory in 2007 after identifying a major problem faced by small-to-medium sized businesses: After paying for expensive software and tools, there's no money left for real help implementing your business model.

Ian identified open-source software as a way to help companies spend more of their hard-earned money on their own business model than on software. The end result is a host of products and services that allow the small-to-medium sized business to get the kind of custom functionality that only large enterprises have enjoyed for years.

The real value that aimtheory brings to the table is know-how. They offer strong business process-related services and then implement a company's business processes into an open source software package and integrate with other necessary business systems.

Customer Reviews

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Most Helpful Customer Reviews

5 of 5 people found the following review helpful By W Boudville HALL OF FAMETOP 1000 REVIEWERVINE VOICE on September 8, 2011
Format: Paperback
The installation is pretty straightforward. Aided by generous amounts of screen captures of the user interface for that process. The authors of the vtiger clearly want first impressions to be as painless as possible. One slight quibble is that page 24 refers to a WAMP stack, in the context of installing vtiger on Microsoft Windows from the source code. The WAMP acronym is never explicitly explained, but appears to be Windows, Apache, MySql and PHP. Rossi probably should tighten up the narrative in a future edition of the text.

Once vtiger is running, the book is essentially a lengthy case study of an imaginary company, with various executives playing different roles - Chief Executive Officer, Sales Manager, Sales Representative and Support. vtiger has a GUI driven profile creator that lets you instantiate the above roles. Where it should be said that if you are reading this review, and go on to carry all this out, that you will in all likelihood eventually be the Support person, because that's the one with the IT background.

As you define each person, you can see that vtiger offers different categories of actions or activities - what the package calls potentials, contacts, accounts, leads, documents, calendar etc. What is also nice is that vtiger is fluent in autogenerating emails. Typically such might be due to workflow events that necessitate informing a person or persons, or even just an event coming up in the calendar for today, say.

The advanced material is later in the book - centred on making a workflow, which might require custom programming to define it. As this is just a beginner's guide to vtiger, it just barely touches on how to do this. Appreciate that the customising could be of arbitrary complexity. Anyhow, if you find the text's treatment inadequate for your company's needs, that means you've graduated from the beginner's role, so congratulations!
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1 of 1 people found the following review helpful By NotPublic on March 30, 2013
Format: Kindle Edition Verified Purchase
The writing style was easy to read and well laid out. This book takes you from the beginning of installing the services to writing your own modules. I felt that in places it did not go into enough detail on the specific topics, or talk about how they interrelate. As a beginners book to vtiger and crm, I was hoping that it would talk more about how the system would be used and integrated into a business along with how certain tasks would be completed.
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1 of 1 people found the following review helpful By Mark Bertrand on March 12, 2013
Format: Kindle Edition Verified Purchase
The guide is written for 5.3 or maybe 5.2 and the current version that I have is 5.4. There is still about 85% of this guide that is valuable, and since there is no other place to get this level of help, this is a good purchase. The hands on, step by step exercises demonstrate how to use the modules and how to customize the CRM. The software is great the Beginner's Guide made it awesome.
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