October
How To Automate Data Entry In VTiger
October 31, 2016
Article
One of the most critical factors which can be used to determine how well an organization is performing is the quality of data they are sorting. Firms who are more efficient at gathering of quality data always have a competitive edge on others. Data entry is not only an integral part of a business firm’s but, it plays an important in every race of life like hospitals use the data entry to a very high extent. Well, data entry means inputting data into computers. Usually, it is a common point of view that data entry means recording data into the computer from the physical records. But, that is not the case, data entry means storing data into a system from any other systems like mobile applications, emails, internet forums and even physical records. One of the key features of a CRM is data entry, almost every CRM facilitates the data
An Introduction To VTiger – Zapier Integration
October 30, 2016
Article
When we look at real life scenarios, it is not hard to notice that only those people influence others more, who have great communication skills. Same is the case with business firms, an organization with superior communication setups yield far greater profits than ordinary ones. How better communicating process helps business firms? Well, there are numerous reasons behind this phenomenon, but I will like to quote some of those: A better communication process helps business to identify their needs more effectively and take decisions accordingly Good communication leads to comprehending the customer needs with more accuracy and then respond to them with product they want Effective communication model increases the productivity of employees and helps in maintaining better relationships among them Customer service depends on upon how efficiently firm’s representative can communicate with the customers, so in this regard organizations with strong communication image gets a competitive edge. We can
How To Use Hashtags Properly In Social Media Trends
October 30, 2016
Article
#Hashtags were introduced on IRC’s (Internet Relay Chats) for live chats and messaging. Twitter made them popular and these hashtags initially used in Tweet Chats. Tweet chats are open group discussion forum. The core of this tweet chat is still related to how marketers can use the #hashtags for marketing their goods and services today. What is a #Hashtag? Hashtag is a word, a group of different words with this “#” sign like (#Hashtags, #DigitalMarketing or anything can be). If you have more technical knowledge, you might know them as metadata tags. From marketers’ point of view, you would have known these tags as a way to engage with your customers. Use of these hashtags goes ahead of casual blocking of the tags into tweets & posts. On different social network platforms such as #Instagram, #Twitter and #Snapchat, the calculated hashtags marketing can boost your business impression, it can make
Social Media Marketing Strategies To Boost Your Business
October 29, 2016
Article
In recent years, online world has become essential for business growth. Social media, as a significant tool of digital marketing, is to increase your business growth, branding of goods and services. It has become a powerful tool for marketing and advertisement. There are strategies deploying which we can make online marketing more effective and useful and can engage a lot more targeted people for your goods and services. Here are basic elements for social media marketing strategies: Online presence on social media networks Social media is growing on. Facebook, Twitter, LinkedIn, Instagram, they are emerging with the passing time. Now they are a great way to expand your business growth. Other social media networks are making their grounds in pics and video content like Pinterest, Instagram, and Snapchat are emerging networks and grabbing more demographics. Create content as per social media platform Create content as per your selective media
Productivity Enhancements You Can Get By Integrating Office 365 With VTiger
October 29, 2016
Article
When we take a brief look at mighty corporations of current business culture, it takes no genius to notice that most of the successful companies collaborated with others and multiplied their power. The concept behind these collaborations is to provide opportunities to your customers which you cannot offer alone. This also highlights a fact that only for their valued customers, companies go to the extent that they team up with their rivals. This also shows the level of commitment organizations show for their customers and only steps like these yield great customer base and promising profits. Such collaboration features a huge range of famous brands like Sony-Ericson, Reebok-Marvel, Microsoft-Toot etc. “Alone we are smart, but together we are brilliant” This is the approach that VTiger 7 followed while allowing office 365 integration with VTiger 7. The aim which VTiger 7 is targeting is to provide best possible solutions to their customers in
Increase Your Marketing Campaign’s Success Through Email Subject Lines
October 28, 2016
Article
Email has become a very strong source of marketing nowadays. It is easy to access your customers and target market through emails. In emails, the subject line provides your readers a good start for your marketing campaign, so that line should be appealing and captivating. When people read the catchy subject line, they read the email right away because the subject lines matter a lots. It is the power of internet and email. There are lots of social media which came and went but email marketing has been and still a great mode to connect with thousands and thousands of people and it is easy to engage them and convert them into your audience. So it is very important to write a captivating subject line that attract your readers in large amount and get the email opened. So there are few helpful tips to create best subject line and grab
“Roles” An Exceptional Feature Of VTiger
October 28, 2016
Article
Determining roles are a crucial part of establishing any business, regardless of scale on which that firm is performing operations. Roles provide the basis on which hierarchy of a business is developed. Consider an organization in which there are no roles, from the concept it sounds very interesting. You are allowed to do whatever you want because there is no specific role attached to you according to which you must perform your duties. It is like a map is provided to you on which the treasure is marked, but you are not told about your position and the path you should follow to find the treasure. On paper you will say it is a better idea, you can make your own path etc. but reality does not work this way. Roles provide a non-materialistic foundation on which companies are built. Why Roles are Essential Part of a CRM Roles play
Customized VTiger Product Select/Search Popup
October 28, 2016
Article
If you are a heavy VTiger user – you are likely familiar with quotes, invoices sales & purchase orders. Within each transaction you can add/select products & services. The current VTiger functionality allows users to select either product or a service and execute a simple search. As this might be enough for a user who has very few records and is comfortable with one search criteria, however for heavy VTiger users, who live and breath quotes/invoices – they need a more sophisticated tool to lookup products. We were asked to customize VTiger product select popup and add the following functionality: Additional Filter by Vendor: In many cases, sales reps are looking products by vendor, and us adding the picklist with all the possible vendors – really speeds up the process. They can simply select the vendor from the list and the list will be automatically filtered. Specify QTY and Price: As
Important Components For A Successful Business Start-up
October 27, 2016
Article
Early few months are usually hectic for a new business, so always keeping a clear picture of key goals is very important. Even top entrepreneurs have already faced these situations on the early stages of their business. We have seen a lot of entrepreneurs be successful and a lot of them be unsuccessful. Entrepreneurs who succeed in their businesses have worked on few factors before launching their projects that we are going to discuss today: Need First one is Need, you should have clear image of the product’s need in market. Experience Second is Experience, you should have the capability and credibility to launch your business. Resources You must have all the needed resources to start up like people, capital, production, goods and furniture. Customers You should have prepared your expected customers list for buying your products. Model Your business plan should be appropriate, cost effective and well-designed from
VTiger Mail Converter Customization
October 27, 2016
Article
Mail Converter can be a very powerful tool if configured properly. It is capable of creating records such as leads, contacts, organizations and tickets. In addition, it can be configured to automatically link all the correspondence(emails) between the VTiger user and lead/contact/organization. It is also widely used by support department. Mail Converter can update existing and create new tickets, add comments and trigger notifications. In addition to all the standard VTiger Mail Converter functionality described above – we customized it to make it even more powerful. Here are a few custom rules/actions added to Mail Converter to accommodate custom business processes: Create Quote: The customer wanted to automatically create a quote as the email comes in. There were few special conditions, such as – who the sender/subject was and based on that – we automated quote creation from the email. Don’t Create Document: We added a trigger to allow the system
Accounting System Integration In VTiger
October 26, 2016
Article
Effects of Accounting Systems on Business Accounting systems are an integral part of business firms, from a small scale business like a bakery service operating at a local shopping mall to high-end Multi-national Corporation, all of them require an accounting system to streamline their operations. These accounting systems not only help you with cost management, but they also influence a positive impact on your value chain. On the basis of data collected by these accounting systems, future forecasts and financial reports are generated. This clearly shows the sheer power of an accounting system and how it can play a vital role in maximizing the profits of your business firm. Accounting Systems and CRM You can imagine the potential of a good accounting system from above-provided information and you are no alien to the sheer strength of a good CRM like VTiger 7. Now it is time to embrace, witness and
VTiger Custom Filter Permissions (Assign Filter to Group/Role/User)
October 26, 2016
Article
Filters in VTiger is most likely one most of most commonly used features. It allows you to create lists with different columns, sort and filter records. Current VTiger functionality allows filters to be set as default, listed in metrics and set as public. If you “Set Filler as Public” as public – it will be available for everyone to use it. In some cases not all filters would apply to all users and to accommodate that we customized VTiger filters to be assigned to certain group, role or an user. This allows system/department administrator to create filters and assign them to people who need to access it, without cluttering other users filter list. For any VTiger customization requests – please contact us via email or phone.
VTiger’s Service Level Agreement (SLA) For Customer Care
October 24, 2016
Article
“Being on par in terms of price and quality only gets you into the game. Service wins the game” – Tony Alessandra This quote clearly shows you the power of customer service. Whenever a customer finds some difficulty or fault in your product, the people whom he or she contacts belong to customer service department. If customer service fails to respond to the queries of a client, what impact you think they would get from it? The answer is very simple they will stop doing business with you, they will not recommend you to their friends and associates. Moreover, it will cause a negative word of mouth regarding your product. Do you think in the current business environment you can take this much risk? When the competition is skyrocketing? Obviously not. What is SLA SLA is a term with which even most of the people using a CRM are not
Force to Enter The Reason When Deleting VTiger Record
October 24, 2016
Article
It can be frustrating when you find out that the record has been deleted from VTiger without any reason. That happens more than you would expect – user might delete the record by accident or even worse – a wrong record. To deal with such issue we came up with a solution that forces the user to enter reason as the record is being deleted in VTiger. The record cannot be deleted, unless a valid reason is specified. Such customization really helps to stop and re-think if that’s the right thing to do. This just one of many VTiger customizations that we did. Please send us an email at support@vtexperts.com or call us +1 (818) 495 – 5557 if you need any assistance with VTiger.
VTiger’s Multi-Channel Communication Support
October 23, 2016
Article
“Effective communication is key to high performing business” Communication is the heart of a business. Firms that fail to communicate with their clients effectively should not expect good profits at all. Well, just take a look at the whole sales process; right from the start when you engage a client by telling them about your product, the process of communication is started. If your communication skills or communication modes are not up to the mark, you will fail to attract and satisfy them. Now take a look when the process of negotiation is taking place between you and your customer; again communication is considered to be an important aspect of the whole deal. Finally, when its customer’s turn to provide feedback about the product, the communication comes into the game again. So this shows modes of communication play a vital role in the success of any business. Just to give
How To Create A Professional Business Model
October 23, 2016
Article
To create a great business model is not all just completing your business plan or to determine which product to chase. But it is about mapping out how you can create ongoing value to your valuable customers. That is the reason the most practical entrepreneurs focus hard on producing innovative goods, but somehow they forget that a well-designed plan does not transform into successful business automatically. An immense business model requires an equally well-designed model, with the affordable price, messaging and targeting to the right customers to keep the business dream alive and rising. Right business model requires the same conscientiousness as designing the right goods, but skills and approach should be different. That is the reason mostly investors prefer that two co-founders are often better than one. With this one focusing on technical side and the other one focusing on defining and developing business model. These two important
VTiger Filters To Organize Data
October 23, 2016
Article
The world we live in is the world of data, only those can prosper in current era who possess accurate data. In fact, data is emerging to be a stronger tool as compare to any other lethal weapon, people who underestimated the power of precise data in the current business environment faced serious challenges while carrying out business operations. So we should admire the power of correct data and make efficient use of it so that good profits for the business can be yielded. So embrace the power of data and make operations of your business more precise and to the point. Following is a famous saying by Carly Fiorina “The goal is to turn data into information, and information into insight.” This shows how data can change the perspective of the whole business VTiger 7 Filters Empowered by Custom Filter Designing We are bombarded with data in routine life,
3 Marketing Emails For e-Commerce Sales You Should Start Sending Today
October 21, 2016
Article
In recent years, Email marketing has been evolved as an essential ingredient to run a successful business, whether your business is online or offline. You receive up to $38 in return of each dollar you spend on Email marketing. So you and your staff must be comfortable to ask your customers’ email addresses every time they shop with you in your sales stores. Along with this, you develop a set up to gather customers’ info online. After having this vital piece of information, you’ll be able to maintain relationship with your customers in the loop on different offers, discounts, sales, events and much much more. By developing this kind of relationship with your customers, you will make it sure that you are on the top of your customer’s mind when they purchase, and keep on to shop with you again and again. Dynamic sales vise email marketing is never a
VTiger Notification & Alert System
October 20, 2016
Article
In the current business environment, effective communication and notification alerts are name of the game. Only those organizations achieve success whose both internal and external communication are up to the mark. Every organization is trying to cater most customers as per their capacity, but, sometimes while doing so the element of punctuality is compromised. This happens not because of the fact that organization deliberately wants to hurt the customers, but due to the workload on the sales reps. The solution is sending alerts to the respective personnel so they can be reminded about the tasks they have to perform. In real life, we can see a branch manager sending an alert to the business development officer to remind him about the meeting with the lead he was previously working on. Alert Feature is an Essential Part of a CRM As you can see how much important sending an “Alert” is
12 Ways to Increase Online Sales
October 19, 2016
Article
These days, online shopping has become a major part for product selling. And there are very few people who do not try to buy products online as consumers. So it is very clear to know the importance of online sales these days. But what is actually going on behind the curtain; E-commerce (Electronic Commerce) is the sales and purchase of merchandises and services, and transmitting of data through electronic network system such as Internet and further computer networks. Online sales have been growing yearly and business is becoming crucial day by day with different challenges. Online sales can increase market share, better customer experiences, making business more competent. To increase traffic on e-commerce stores is a major challenge for the store owners. There are thousands of shops available on internet and competing with each other every day. So there are 12 different ways to increase online sales effectively and
Importance Of Groups In A CRM And Their Availability In VTiger 7
October 18, 2016
Article
In real world business environment, working in groups is a key task. In fact, if we look at the job descriptions, it is specially mentioned that a person should be able to work in teams or groups. Why working in the groups is important for the organizations, let me quote a famous saying: “The sum is always greater than the individual” One of the most important benefits of working in teams is that people working together come with a diverse range of ideas. The productivity of groups is commonly greater than the individuals. Moreover, the element of learning and flexibility are clearly visible in the firms prefer to work together. Working in Groups Using a CRM When in real life business practices working in groups is so important and fruitful, imagine how crucial it is for CRM to allow working in groups. Let suppose you are working in a group,
Role of Data Analysis In Marketing Research
October 15, 2016
Article
The biggest effect of digital transformation is the fact that any information can be collected and used anytime. Knowledge has become the most important currency for marketing in this digital age. Data analysis is the important part of it. Mostly marketers are aware that the prearranged collection, analysis and interpretation of data is important to the successful customer discussion. With these external data collections, real consumer behavior can be read and internal parameters, making the overall business objectives operationally feasible. After that the automation of the processes, the predictability of behavior and as a result leads to high-performance marketing is possible. The most important thing is to understand that how differently advertisement works in a programmatic vs. traditional ad world. Different companies use different advertisement strategies to compete in the market and grab huge market share. Large companies attach their product lines by building database that contains user ID. Every
How To Upgrade VTiger From Version 6.4 To 6.5
October 14, 2016
Article
The dynamics of current business practices are changing at a rapid speed and due to these frequent variations in processes and procedures, the need of new and improved features is escalating. VTiger in the regard of upgradations is doing an exceptional job. VTiger philosophies regarding bringing an update are solely based on providing more assistance to the customer. This guide is tended for users who want to upgrade their VTiger CRM from version 6.4 to 6.5. Users looking for upgrades of previous versions can visit this link. While performing an update on the VTiger CRM, we recommend to seek assistance of an expert. We, at VTiger Experts, provide solutions to every problem related to VTiger CRM including upgrades and we feel proud to deliver our services. But, if you want to do it alone, this guide is for you. Note: This guide is specific for Upgrading VTiger 6.4 to VTiger 6.5. 1.
Create Attractive Emails For Your Clients With VTiger Email Template Designer
October 10, 2016
Article
Email is an integral part of today’s business environment. Carefully designed emails, enhance the customer response without a doubt. Let me tell you some interesting facts in this regard i) This study states that percentage of people who prefer to read attractive email is 66 and ii) another survey shows that 80% of the people who use a mobile phone to reach their mail, delete an email if it does not look good in appearance. This shows the appearance of the email also matters in addition to its content. Marketing professionals who realized the power of email appearance, now spend more than two hours only on making emails more beautiful for their business prospects. The two major problems marketers face in this regard is that they have no experience of using designing softwares like HTML and CSS and the increasing number of new sales campaigns cause shortage of time Don’t
Public & Private Comments in VTiger