Sales team of a company plays chief role in its success, there is no doubt about that. But what if I tell you that they need your help to do so? There are a lot of steps you can take to achieve the purpose, and one of those is configuring the automations for the team.
When looking for sales tools, one searches for software or extension that provide proper visibility throughout the sales pipeline, warn about potential hurdles, and suggest ways to close deals within the estimated time. That is exactly what our extension VTiger Kanban View provides.
VTiger extension provides the ability to develop dynamic “cards” which help you visualize the workflows. You can configure every module of vTiger to have multiple and separate sets of fields on the card as well as the “Grouping/Primary Field”. With the Kanban view extension, collaboration with teams gets easier. Plus, managing sales opportunities, tickets, projects, task, and any list of records are no longer problematic.
The extension is designed to have a user-friendly interface. The cards can be moved between Statuses/Stages with simple drag-n-drop function. Other options like easy to switch between views, and integrated filters just add honey to the hive.
To view video, live demo, screenshots, and price details, visit the extension page of vTiger Kanban View.
Development of dynamic cards to envisage workflows
Swift switching of List view to Kanban/Pipeline view
Intuitive design, with which Primary fields and those that are to be exhibited, can be customized
Kanban view supports Standard and Custom filters
Easiest Drag & Drop feature to move the cards around
Hover field editing is supporting on the Kanban view
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VTiger Proposal & Document Designer is the ultimate sales tool for document automation. Yes, the VTiger Extension provides the ability to create professional documents, proposals, sales orders, invoices, quotes, return forms and much more. The extension fits in perfectly with the purposes of CRM i.e. provides solutions at one platform. With VTiger Proposal & Document Designer, your sales rep will be able to make more and more opportunities, while closing the running ones faster.
The extension comes with a unique Electronic Signature, so you can ask the receivers to sign the deals or documents remotely.
You can also create return forms that are directly linked to VTiger CRM fields. So if user fills in the requested data, it will automatically update the vTiger CRM records.
For video guide, live demo, screenshots, purchase info, and requirements, visit the extension page.
Here’s a list of some features you can avail in the vTiger extension:
A Professional Document Designer to create Quotes, Invoices, Sales Orders, Opportunities, Tickets, Projects & Contacts, ads, return forms etc.
An amazing customer facing interface to view & digitally sign documents made using the extension
Ability to Accept, Decline or Request for More Information
VTiger Forecast Extension is an extremely useful tool for sales teams. With the extension, an organization’s past, current, and future opportunities can be predicted and managed. It includes ability to view the entire companies Opportunities as well as drill down to each Team or User.
Every Sales Stage can be characterized with the help of intuitive configuration panel of the extension e.g. Pipeline, Best Case, Committed, Closed etc. as well as Opportunity Typee.g (New Business, Resale, etc..) for precise forecast.
VTiger Sales/Opportunity Forecast comes with the functionality to pinpoint Targets for every Team/User as well as configured periods & personalized dashboards. That way, dates like range, months, and quarters can be specified, along with the number of periods you want to show.