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    Mis Centric CRM

    Uploaded by

    jaldhi sonagara

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd

    Mis Centric CRM

    Uploaded by

    jaldhi sonagara
    6 views13 pages

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    Mis Centric Crm Ppt

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    © © All Rights Reserved

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    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    6 views13 pages

    Mis Centric CRM

    Uploaded by

    jaldhi sonagara

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 13

    Centric CRM

    B Y -

    M O H A M M E D I B R A H I M ( 1 8 9 1 0 2 9 )

    J A L A D H I S O N A G A R A ( 1 9 9 1 1 0 6 )
    Things To Be Covered
     What is Centric CRM?

     Information on Centric CRM v3.0

     Centric CRM v3.0 modules

     General improvements

     Developers improvements

     Enhancements and fixes


    What is Centric CRM
     Centric CRM is one of the major players in the CRM Open Source arena. It’s a mature
    product that is the result of 7 calendar and over 50 man years of careful development.
    Centric CRM has been architected to be cross platform, at both the operating system and
    browser level.

     The more complex features can all be turned off by the customer, leaving a lean and mean
    contact management system with opportunity management and sales forecasting for the
    small enterprise.
    Centric CRM v3.0
     There is a tremendous amount of customization that can be done from their administrative module.

     Their CRM server supports MS Windows, various flavors of Linux, Mac OS X, Solaris, and BSD.

     Centric CRM is not based on LAMP.

     This architecture was abandoned several years ago in favor of Java and a SQL database similar
    to Postgresql or MS SQL Server. This due to its potential unsuitability for large enterprise
    customers.
    Centric CRM v3.0
     Centric is a fully J2EE compliant Open Source CRM application.

     Centric has a free, fully supported five user version that you can simply download and install.

     When you purchase or download the free version of Centric CRM, there is no requirement for additional
    software.

     More licenses will incur a reasonable charge, but their Maintenance Agreement includes all minor and major
    upgrades.

     Open Source based CRM software solutions are cost-effective if you have access to the necessary support.

     The solution must first and foremost suit your needs, though. But then you don’t need to be told that!
    Modules
     My Home Page-

    Managers can now view action lists for users in their hierarchy

    Action lists can be reassigned to other users by a manager

     Lead Management Module-

    Brand new module for managing leads, from lead transfer, to lead qualification and to lead closure

     Pipeline Module-

    Integrated with quote management module providing access to quotes and quote functionality

     Contacts Module-

    New fields have been added to indicate primary address, primary telephone number, and primary email address

     Administrative Module

    Administrator can modify the industry lookup list


    Modules
     Accounts Module-

    Custom fields and folders have been upgraded for quickly modifying and viewing custom fields

    Integrated with quote management module providing access to quotes and quote functionality

     Product Catalog Module-

    New capability for accessing company product and services information

     Quote Management Module-

    Brand new module for creating and managing quotes

     Project Management Module-

    Dashboard quickly shows the latest project data from the last 24 or 48 hours, the last 2 weeks, or even the last 30 days

     Internationalization Support-

    Application accepts UTF-8 data for required languages


    Modules
     Communications Module-

    Capability to send campaign recipients an email with directions for updating his or her own contact information

     Help Desk Module-

    Custom fields and folders have been upgraded for quickly modifying and viewing custom fields

     Documents Module-

    Brand new module for sharing documents

     Employees Module-

    Managers can review projects associated with each employee

     Report Module-

    All reports upgraded to new version of JasperReports for added features and to support more reporting tools
    General improvements Include
     Centric CRM has been updated with a simple look and feel to promote productivity and
    usability.

     The global toolbar can now be hidden for systems using a smaller screen resolution or for
    those users that prefer to use a smaller browser window —  recognizing that some
    businesses still use 800×600

     100% compatibility with Internet Explorer 5.0, 5.5, and 6.0

     100% compatibility with Mozilla and Mozilla Firefox

     100% compatibility with Mac OS Safari


    Developer’s Improvement
     Compiles and executes with Java 1.5 and Tomcat 5.5

     Added CRM Connection Class allows Java applications to easily exchange data with
    Centric CRM, including all CRM data

     Object validation is now centralized for making changes and extending Centric CRM

     All graphs now use new version of jFreechart for easy, professional graphing

     All HTML “containers” are now drawn programmatically


    Enhancements And Fixes
     Exporting data now only has a single header row with the column names, which provides
    for easier importing

     CPU intensive documents no longer timeout during indexing

     Project issues and issue replies are now properly indexed


    Thank You

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