Sales Intelligence – VTiger Experts

Feedback

VTExperts — Sun, 14 Jan 2018 00:59:26 +0000

Feedback Extension for VTiger was designed to simply request customer feedback directly from VTiger. Feedback email can be triggered automatically (VTiger workflow) or manually by the user. The email itself contains standard text, which you will specify and 5 stars for the recipient to click and immediately provide feedback (feedback is logged as soon as the customer clicks on one of the stars in the email). In addition, by clicking the star - the recipient will be taken to a 'detailed feedback' page, where they can specify any additional notes or adjust feedback. "Detailed feedback page" is also customizable (by system administrator).

Most common use case is:

Ticket status is set to "Closed"
Feedback record is automatically created (based on #1 condition)
Feedback Email automatically goes out to the customer

Once setup, the feedback will collect itself, without any extra effort from your end.

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Email Marketing Automation

VTExperts — Thu, 28 Dec 2017 14:47:19 +0000

Extension that will transform VTiger into sophisticated email marketing/campaign tool. It will include a step by step wizard, easy to use “marketing list” (to load contacts/leads/organizations), review & send + confirmation/summary view that shows exactly what and when is going to be sent. In addition, it supports batch sending, meaning that you can schedule emails to go out over 15, 30, 60min instead of sending them all at once.

We also developed Email Designer extension, which allows users to create amazing email templates, the functionality is very similar to mailchimp, constant contact or any other email marketing platform.

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Timeline/Summary (Communication + Updates)

VTExperts — Fri, 06 Oct 2017 16:40:06 +0000

Record Timeline/Summary extension for VTiger was designed to provide complete record visibility. On the timeline, the user can see any communication (emails, calls, comments) as well as record updates. It rolls up the information from 3 relationship level deeps, meaning if you are viewing organization timeline, you will see any information related to organization(emails,updates,comments) as well as any information related to organizations' tickets/opportunities (or any other modules), meaning that you would see any comments added to the ticket/organization while looking at the organization timeline.

In most cases, if you are trying to find out more details about a contact/organization/lead - you would have to click through all the related lists, review any tickets/opportunities one by one, however with the VTiger Timeline extension for VTiger - you can see it all from one screen.

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Receive/Create Assets from Purchase Orders

VTExperts — Tue, 19 Sep 2017 15:33:59 +0000

Receive/Create Asset from Purchase Order for VTiger is an extension designed to efficiently create new assets based on what is being received from Purchase Order. It's intuitive popup displays Product Number and Name and adds a row for each qty so the user can put in serial number and receiving notes for each product & qty they are receiving. In addition, it supports Partial Shipments and prevents duplicate parts to be received.

The assets is then created and associated with original Purchase Order, product and the Qty. In Stock gets automatically updated with the qty received.

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Drag and Drop Documents

vte — Sun, 14 May 2017 14:21:46 +0000

Drag and Drop Documents for VTiger is an extension designed to boost efficiency when uploading documents to VTiger. It allows the user to simply drag and drop file anywhere on the screen and the file is created as a document and linked to VTiger record (one that file was dropped on).

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HubSpot Sync/Integration Extension for VTiger

vte — Mon, 17 Oct 2016 04:49:41 +0000

HubSpot Integration for VTiger was designed to seamlessly sync contacts, leads, companies & deals between the two applications. It supports bi-directional sync. It can be triggered manually or automatically. You can also pick the record to include or exclude from the sync. HubSpot Contact information is displayed as an i-frame in VTiger so the sales reps can quickly see the marketing efforts and active campaigns/hubspot record details.

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Summary Widgets

vte — Fri, 29 Jul 2016 16:55:19 +0000

Extension which will bring summary view back to life by adding valuable information using customized VTiger widgets. It's easy-to-use interface allows users to quickly and easily create custom widgets and specify things like name of the widget, columns/fields to display, limit records (if needed) & enable or disable ability to create new records from within the widget.

It also has the ability to include field level filter e.g "Show me open tickets", or "Show me closed tickets".

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Item Details Customizer (Advanced)

vte — Mon, 30 May 2016 19:34:36 +0000

[button title="IMPORTANT: SPECIAL INSTRUCTIONS TO UPGRADE THIS EXTENSION TO 7.0" link="https://www.vtexperts.com/vtiger-item-details-customizer-advanced-upgrading-vtiger-7/" target="_blank" align="" icon="" icon_position="" color="" font_color="" size="1" full_width="" class="" download="" onclick=""]

Item Details Customizer (Advanced) for VTiger is an enhanced version of our standard "Item Details Customizer for VTiger" which allows users to customize Item Details (Product/Services) for Quotes, Invoices, Sales & Purchase Orders. Users can also specify new formulas for each column as well as customize formulas for Totals.

It is completely flexible and allows multiple layouts of item details section for Quotes, Invoices, Sales & Purchase Orders. Compatible with PDF Maker.

*This extension has an additional page, which includes multiple demos, screenshots and detailed feature descriptions + examples. Please click here to go to detailed page.

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Corrensa – Gmail, Outlook Integration (Extension/Plugin) for VTiger

vte — Sat, 09 Jan 2016 13:02:16 +0000

NOTE: Corrensa has it's own website and most of the plugin related information resides on corrensa.com. To find more screenshots, videos, features, documentation & to sign up - please go to corrensa.com

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Corrensa is a complete Gmail, Outlook, Office 365 Integration for VTiger. It is designed to allow users to view, edit & create Leads/Contacts, Organizations, Tickets, Opportunities, Activities & more from within the Email interface. It's a Google Chrome Extension + Outlook Plugin that can be installed/download from Google Chrome Store - Corrensa.

The Extension adds a toolbar to the border of Gmail, Outlook, Office 365 and allows to access VTiger data from within. In addition, it also supports linking Email messages from Email client to VTiger.

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Macros

vte — Wed, 30 Dec 2015 23:29:10 +0000

Macros for VTiger is an Extension that provides users with the function to create predefined actions (workflows) and trigger them from the record Detail/Summary View - with just a single click. It enables a "Macros" button (Trigger) and indication icon when the macro has been executed.

It is based on the standard VTiger workflows and supports all the tasks (Field Updates, Custom Entity Creation, Adding Comments, Sending/Scheduling Emails, Creating Activities & More).

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