Planning is an important part of business, firms spend a huge chunk of their resources on planning just to make sure incoming season they perform better as compared to the previous seasons. Scheduling is an important part of the planning and a number of different tools are used for this purpose. One of such tools is the calendar, it is one of those few instruments which are most widely used in business operations. The benefits of a well-designed calendar are beyond measurement. To ordinary people, the application of calendar is just to remember dates, but for business professionals it is a handy assistance using which they keep track of stock delivery, meeting with a client, meeting deadlines, services, and product launch dates etc. If we analyze the habits of successful professionals it is not hard to observe that they use calendars to manage their schedules and take advantage of it to the maximum.
Business personals are so busy in their tasks that remembering each and every event is quite difficult for them. Your Sales rep can keep the track of big happenings like the inauguration of a new product, or send the annual report to the superiors. But small scale duties like responding to the feedback of a customer or mailing to your colleagues about the current happenings of a case are very difficult to track and monitor and huge opportunities are lost because of it. The reason behind this is recklessness is that the redundancy of tasks with such magnitude is very high and sometimes people take them for granted. A calendar is a tool which helps to tackle this problem efficiently.
VTiger 7 Calendar Customization
VTiger 7 CRMs every move is a step ahead in improving the performance of its valued customers and Calendar Customization feature is an evidence of our this approach. We understand how hectic things can become when you once stepped into the field, in fact, it is a common experience of many employees that once they step into their offices they hardly remember what is going on in their personal lives. It is because of workload and competitive business environment. So, in order to assist you we represent Calendar Customization, it is more than traditional calendar apps and can be tailored in accordance to your business needs. Using this tool you can efficiently manage Calls, Meetings, Tasks, Projects and other opportunity relates tasks.
Following are some points which you need to understand if you want to take full advantage of this helpful feature
Starting Day: According to the culture of your organization, you can set the starting day of week, for example in Middle Eastern countries Friday is considered to be the holiday and Saturday is treated as the first day of the week
Day Start At: This setting is used to set the time, which is used to determine the start of the day. For example, in some firms day starts at 8 am and usually most of the offices start at 9 am
Default Call Duration: This option is significantly important to the sales reps as it records the ending day and time of the call made to a client automatically. Using this feature they can avoid unnecessary hassle and speed up the pace of the work
Other Event Duration: This feature is used to automatically record end date and time of the other events similar to Default Call Duration feature
Default Event Status: Using this tool you can categorize an event into several different available categories (Planned, Held, Not Held)
Reminder Interval: This application reminds you of an upcoming meeting, scheduled call etc automatically after regular intervals of time. Using this tool you have liberty to set the reminder interval as per your requirements
Hide Calendar Events: Once the calendar is completed, you can hide its events because of privacy purposes
Benefits of Using VTiger 7 Calendar Customization
Following are some of the benefits of using this valuable tool
Incorporating this tool in your organization will help you to organize your operation in a better manner, which not only saves your staff from the excessive effort but also sped up the out delivery timings.
It can improve your planning by a significant margin, when you have the schedule of your all the activities at your fingertips than you plan for the upcoming events accordingly. The chances of overlapping between of different events on your end will be minimized, moreover minor tasks which are ignored due to workload are also get the same attention as others.
Using calendar effectively can smooth line overall operations of your firm as the number of clashes between different events are reduced
The importance of the calendars can be determined from the fact that even all of your smartphones offer this feature and there is not a single mobile device in which this instrument is not featured. So, try to yield maximum benefit out of this handy tool and make it part of your business without any delay.