Automated reminders helps a business in multiple ways. Using it properly can yield a vast range of benefits, ranging from increase in revenue to the timely solution provided to the customers. Automated process will show you the reminders for any kind of call, interview, meeting, appointment etc. So you can not miss a single activity planned for the day. As most of the organizations are using some kind of CRM system, so mostly CRM systems comes with built in reminder functionalities. Reminder and notification in VTiger CRM can also help to avoid forgetting about upcoming tasks and events.
With every passing day the business environment is becoming more and more dynamic. The exposure to the information is also growing at a rapid rate, resulting in the increased workload for the employees. Under the immense pressure of work, it is not unusual that once forgets about some of his tasks.. Reminder is a CRM system are modern tool and helps in streamlining the schedule of the workforce. Without a doubt, reminder feature of the crm system increases its potential and decreases the doubtfulness in employees schedule. It is a must have tool and with the proper usage can save your resources and efforts.
Consider Karl, he is sales manager of an advertising agency. His schedule is full of meetings, his day starts from a team meeting with the sales team. After that, he had to meet the clients individually. Lastly, he have to meet director and go through the sales reports. So, apparently Karl have to attend 7 to 8 meetings per day. There is a bright chance that the Karl will miss out one or may be two of the meeting per day, because of the work load and pace of work. In such scenarios reminder play a vital role and can counter this problem. Forgetting the tasks/events will produce a negative impact on the productivity of Karl and it will be depicted in his poor performance.
Advantages of Reminders
Satisfied customers: Missing an interaction with the customer as per planned schedule is one of the major cause of an unsatisfied customer. Reminder will help the employees, not to miss any customer related interaction, thus improving the customer satisfaction.
Resource management: Reminder helps in managing resources better. Missing out a meeting, event, call means missing out an opportunity and hence causing lost of resources
Decreased no shows: Reminder decreases the no shows by a significant amount, as the reminder will automatically pop-up the notification window and notify the user ahead of upcoming events
Vtiger CRM systems provide a basic reminder functionality, what if a person needs an advanced reminder tool. A tool that can show reminder in outlook alike interface or comes with built in snooze functionality. Then, you can check the VTExperts Activity Reminder extension
What is VTExperts Activitry reminder extension
Activity Reminder (Alert/Popup) Extension for VTiger was designed to make calendar reminders look similar to outlook. The reminder popup shows up automatically when the activity is due and displays current day’s activities with basic details such as subject, description, related to (contact, lead, organization, etc..) as well as Due In. In addition, built-in Snooze option allow the user to snooze all or individual activity.
We added a shortcut to open the popup manually, which makes it a great tool not only for reminders, but also for viewing activities for the day.
Here are some of the key features that make our extension unique:
Compatible with Events/Activities + Tasks/Todos for VTiger
Compatible with standard VTiger Reminder Settings
Built in Actions to Complete, Edit & Delete the event.
Automatically pops up an alert when the activity is due
Built in Snooze functionality
Shortcut to open the Activity Reminder Popup manually
Module Manager Compatible
Empower the functionality of Reminder and notification in VTiger CRM through activity reminder and yield greater benefits