vTiger Tips
Setup VTiger Customer Portal On Your Website
November 28, 2016
Article
No one can deny the power of good customer service, business firms are yielding high profits only because of their exceptional customer service while offering the same product quality as their competitors. A good customer service can impact your customer perception about the product and has the power to enhance the image of your offering to your valued clients. It is an aspect of business where a little input can do wonders and you can easily surpass the expectations of your clients on a positive note. “Customer service is an opportunity to exceed your customer’s expectations” – John Jantsch, president at duct tape marketing While designing customer service programs, make sure to incorporate enthusiastic and motivated human resource in this department, because HR matters more than financial resources. Invest in your customer service and witness the wonders happening. Vtiger 7 Customer Portal Champ of Customer Service in Virtual World
How to Enable PHP-CURL
November 28, 2016
Article
In order to complete step 2 of the VTiger Premium Extension Pack – your server must have php-curl enabled. In 90% of the cases – php-curl will already be installed and enabled, however in case where it is not, you will see it as missing requirement in the “Verify Requirements” section. To install/enable php-curl, you will need to do it form the SSH/terminal. The link below has very clear instructions on how to do so. https://www.digitalocean.com/community/questions/curl-is-not-installed-in-your-php-installation If you are using Windows server – it’s best that you google ‘how to enable php-curl on windows‘ – there are many resources out there. We can help! If you are having any issues getting php-curl installed – we are here to help. As part of the membership cost, we support php-curl installation and can do that for you without any extra charges. If you would like us to do so – please shoot
VTiger Forecast: An Introduction
November 25, 2016
Article
The business environment is becoming more and more intense day by day. So, to stay ahead of your competitors business firms have to anticipate things like sales, raw material, labor force etc. Companies which fail to forecast correctly not only face serious pressure from competitors, but sometimes also encounter disappointment from their suppliers and distributors. To broaden your view, some of the most important benefits of forecasting are given below: Financial Estimation Forecasting helps in determining your financial needs, it helps to estimate how much finance you need to put in your business to achieve the desired amount of revenues. But, the point that should be taken into account while forecasting is to make it realistic; superficial estimation of future purchase and sales yield is not good. Cut down Expenses A good prediction about future business operations can save a firm from a lot of expenses. Like the company will
Features Of VTiger Email Templates
November 24, 2016
Article
In recent marketing tends, emails emerged as one of the most strong marketing tools. From a simple business dealing in one commodity, to a multinational corporate giant that offers a diverse range of products, everyone is benefiting from emails. The reason behind vast usage of email as a marketing tool is its benefits; some of the prominent advantages include its cost effectiveness; you can reach a wide range of audience using it; distances do not matter while using emails etc. There are also some drawbacks of using email, like most of the people do not even bother to open the email and delete it. To tackle this problem marketing personnel should design an attractive subject for emails. One strategy in this regard is to design customized emails specifically for the recipient. If you get an email in which you are addressed with your name rather than just a typical respected
Specs Of VTiger’s Customer Portal
November 23, 2016
Article
If we look at the past customer service trends, the normal behavior of firms regarding customer service was to develop a separate department whose duty is to cater customer’s queries and complaints. But, with the developing business culture, we can witness a major shift in customer service practices. It is considered to be an attitude rather than a job formality. Customer Service is not a Department; It is an Attitude On the customer side buying behavior is also very complex nowadays. They consider a number of different aspects before making a purchase and customer service is one of them. Take a look at the telecom industry; Samsung and HTC two mobile manufacturing giants provide almost same features on their cell phones. But, while deciding which phone to buy, customers give good enough weight to their customer services. Same is the case if we compare Thai airways and Emirates, a big
VTiger 7 Currency Manager
November 22, 2016
Article
The most important development of the 21st century is globalization. This phenomenon made the world a global village and the constraints of its development did not remain restricted to social contact only, it also revolutionized the way people do business with each other. People started to embrace the power of the internet and started to incorporate it in their business dealings. They not only used it to communicate with other parties across the globe, but they also started to sell their products in more than one country, directly to the customer, without involving any third party. The term E-business is formulated on this basis it means conducting buying and selling of products using the internet. While expanding their business in other countries, people faced many serious problems and one of them is currency conversion. Imagine what could be more frustrating than losing a client only because he is willing to
VTiger’s Duplicate Check And Merge Tool
November 19, 2016
Article
Working in a traditional work environment, many of the tasks are reperformed every now and then. For example, you run a medical firm and two of your sales reps visit the same doctor at varying times, marketing for the same product and even the offer they are putting in front of that doctor is the same. Will you support such activities or discourage them? Obviously, you will go against it. Because in doing so much of your resources are wasted without any significant gain. Instead, if your sales reps had visited two different doctors then it would be more beneficial for the firm. In routine life, we don’t even keep two copies of the same song in our iPod because we assess it as wastage of storage. Keeping identical records is also a problem and can cause a number of glitches. Data Duplication in CRM CRM performs a huge range
VTiger & Xero Integration: A Strong Foundation For A Company’s Accounts
November 18, 2016
Article
Financials and accounts are the backbone of a business, its importance can be determined from the fact that every business needs accounts reporting and check n balance. Well-kept financials can help a business firm in a number of ways. For example, managing the cash flows of the firm, from where they are earning and the points where they are spending. Forecast about how any units you will sell in the future is determined by evaluating the revenue and sales of past years. The story does not end here; accounts can also be used to manage internal affairs of a firm. For example, using an accounting software to estimate how much tax your firm will pay this year, or what percentage of the total amount will be paid as direct and indirect tax Calibrating wages, or the distribution of bonuses can also be done using such softwares. Accounting and CRM To
VTiger 7’s Workflow: An Introduction
November 16, 2016
Article
The competition among the business firms is very intense, because of this very reason, firms do not let go of any opportunity that can benefit their business no matter how small that change is. The gap between market leaders and tier 1 business corporation is not so vast, they are alike in regard to human resource, marketing budget, partnerships etc. The things which differentiate market leaders from the rest of the firms are tiny tweaks that they brought into their operations and because of those small improvements they enjoy competitive edge. One of such tweak is automating the process and creating workflow is one of the finest examples related to this ideology. Why spend your human resource on a task which your computer can perform? Why don’t you use that human resource in doing something more constructive for the business? I think all of us know the answer to these
VTiger 7’s Mailroom: A Leap Forward
November 15, 2016
Article
There are a few things which are an essential part of your firm, no matter on what scale you are carrying out your business related operations, one of them is electronic mails. The benefits of emails are very convincing like it is a low-cost method of communication, it is used to keep a permanent record, it is used to target a wide range of people and locations does not matter when you are using emails. Moreover, it is an important tool which is used in formal communication. From announcing your new product arrivals to sending a notice to your client to renew his subscription regarding your services, all is done through e-mails. VTiger 7 Providing Solutions to your Email Related Problems VTiger 7 CRM understands the extent to which the emails are important for your business. Therefore, it offers a huge range of cool and highly effective features regarding the
Application Of DocuSign’s Integration With VTiger
November 14, 2016
Article
Emerging business trends involve a lot of travel, in fact, there are jobs which specifically require working from the remote areas. So much hassle can cause a lot of problems which can lead to different kinds of further hurdles. Those problems range from poor customer service to forgetting some important paper on your desk while you are at a remote place. For example, a sales rep made a visit to a potential client at another city and recorded all of his credentials, but when he reached his office and started to brief his superiors about the new client, he noticed that his client missed one signature out of six on the contract that was made between the firm and the customer. Well, should he go back to his client and get the signature? Or he should ask his customer to e-sign the softcopy of the papers? Obviously later is the
VTiger’s Customer Portal
November 13, 2016
Article
Customer service is one of the most integral part of an organization. Unsatisfied customers mean a huge loss to business. It is the biggest reality of today’s business environment that only those firms perform well who cater their customers in the best possible way. “Courteous treatment will make a customer a walking advertisement” Customer satisfaction plays such a vital role in the business culture that some firms improve their customer up to the extent that it becomes a POD (point of differentiation) for them. Without a doubt, it is a potential area which can be turned into a competitive edge of a firm. The list of benefits of a satisfied customer is a long one, some of them are quoted below: – Excellent customer service yields repeated business, a satisfied one will do business again with your firm. – A satisfied customer will advertise your business, a positive word of
Sales Reporting In VTiger
November 12, 2016
Article
Sales department is the soul of a business firm, they carry out the most important activity of a business which is selling the product and the services to the customers. Selling product to the clients is the most difficult phase of a supply chain. For an organization to remain successful in this competitive business environment, an efficient sales department is required and managing sales are one of the toughest jobs in corporate culture. For managing current sales and for forecasting future transactions, sales reports are required. Sales reports are the tools using which progress of business is communicated from sales reps to the CEO, CFO, COO of the organization. Why Sales Reports are Important There are numerous reasons because of which sales reports are so critical for a business organization. From managing the day to day sales activities to prospecting future annual sales, all is done using sales reports. Some
Subscription Module In VTiger
November 10, 2016
Article
VTiger 7 Acing in the Aspect of Subscription Based Model as well Business environment keeps on evolving; some business strategies became obsolete. On the other hand, some tactics gain the popularity. One of the most commonly used business models revolves around the subscriptions, in early days the tool of subscription was used by the magazines and newspapers. Customers have to pay a subscription fee in return for which the termly magazine is provided to them. Companies found this subscription model and started to incorporate it into their own businesses operations, now it is used widely in corporate sector, especially where services are offered (But it is not a hard and fast rule that uses subscription for services only, it can also be used for products). In simple words, in subscription business model, the user has to pay a certain price against which he can use the products or services offered
An Introduction To VTiger’s Email Data Converter
November 9, 2016
Article
Email is an important part of today’s world. It is one of the most frequently used modes of communication. A huge range of tasks is performed using emails like submitting a math assignment to your university teacher, sending the quotation of your products to your client’s; everything involves the use of email now. There are a number of different reasons behind the popularity of the emails. The popularity of email can be determined from the fact that almost 205 billion emails are sent per day. Without a doubt, most of the emails people receive are of no interest to them and the percentage of useful emails to a person remains to be 30% (approximately) per day (for the active accounts). So this fact is established that emails are very important and one of the most common aspects of the virtual world. Emails in Business and CRM Business firms use emails
Some Basics About VTiger’s Module Builder
November 8, 2016
Article
Some of the needs of the business firms are identical like every business will have some contacts, will generate receipts, offer a product or service etc. But, ever business will be different from others in some aspects, for example, may be a business belongs to the tech industry, while the other is performing operations in FMCG sector. So, the requirements of both the businesses will be different and because their business model is not the same. Even if take a look at two banks operating in the financial sector, it is not hard to observe that although their product types are similar but not the same. So no one can deny that the need of every business is different. Diversity of a CRM Different CRM available in the market claim that can cater your all needs, but the reality is that if you purchase an ordinary CRM it will hardly
Significance Of Webforms And How Are They Useful In VTiger
November 6, 2016
Article
Forms in Traditional use When business firms interact with their clients’, one of the most commonly used methods is forms. The reason behind using forms is that they are very easy to use, yet the information collected through them is very precise and accurate. The usage of forms in business is diverse and very vast from banks to the telecom service provider. Almost every organization uses forms. For example, whenever you visit a bank for depositing money, they will provide you a deposit form. In which you have to put information like account title, currency type, account number, signature etc. So, one fact is established that no one can deny the importance and usage of forms in business firms. How Critical Forms are in Cyber World The next question arises; do, in virtual world, forms have equal importance? And do they yield same benefits? The answer to the first question
An Introduction To VTiger’s “Profiles” System
November 4, 2016
Article
Only those firms perform exceptionally well in this tough business environment which make great use of management hierarchy. Hierarchy also identifies the working boundaries and jurisdictions of people working in an organization. Within a firm, every bit of information is not exposed to all the members of the firm. The reasons behind this approach are varied greatly. Some firms follow the previously mentioned approach for privacy issues and some implement it with an aim not to overburden its staff members with excessive information. For example, the information regarding the financial of a firm is related to the accounts department only, so such information is exposed only to human resource related to the accounts department or the top management. This information will not be made available to the sales reps because they have nothing to do with. There is no need to make sales reps aware of the fact that how
VTiger Picklists For Information Management
November 3, 2016
Article
“Processed data is known as information” It is a very basic definition with which almost every one of us is familiar. Well, processing is the part which turns raw data into useful information and this processing also includes sorting of the data provided. The data which we came across to in routine life is of various types of numbers to alphabets, different languages, diverse symbols, etc. Same is the case with the corporations; a well-sorted data can act as a competitive edge for the business firms. Organizations are offering different products, which have different descriptions, different usages etc. So they should be sorted accordingly to make an impact on the clients. What is Picklist? When business firms offer more than one products, it means the price, placement, and promotion will also be different. To make a distinction among the products while managing them through CRM, the feature of Picklist is
An Overview Of VTiger’s Social Module
November 2, 2016
Article
Competition among the business firms is becoming fierce day by day and the speed of this changing business environment is more than ever. When a business environment changes, it means that several new players, numerous new tools emerge, and firms which fail to adapt to these changes are Gone with the Wind. In the past, a new business tool emerged whose importance is rising with every passing day and almost every organization is in pursuit of incorporating that tool in their businesses to raise their benefits and the name of that tool is social media. It is a platform which can impact greatly in the process of shaping the image of a brand in people’s opinion. The question arises what do social media offers that made it so lucrative for the business firms. While in past the most common point of interaction between the business firm and the clients was
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
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
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