Add-on
Measure Client’s Satisfaction with VTiger
April 3, 2021
Article
It is not wrong to say that a satisfied customer is the biggest asset for a business. Customer satisfaction can act as a make or break for a business. Managing satisfaction is a complicated task. Measuring customer loyalty helps businesses to provide better solutions to their valued customers. It is observed that firms with high customer satisfaction gets more business. Many goods just failed because of poor customer satisfaction, because if you do not care for customer’s satisfaction in return they will not care for your products and goods. In the world of CRM systems, it is very easy to measure Client’s Satisfaction with VTiger. Advantages of getting Feedback Following are some of the main advantages that customer satisfaction yields for a business Selling to a satisfied is alot easier as compare to the new customer or customer who has a bad experience with your company. A satisfied customer generates
Integrate MS-ADFS with Vtiger CRM
March 26, 2021
Article
VTExperts believes and always focuses on providing better solutions to the VTiger CRM community. That is why we offer a range of different VTiger integrations like QuickBooks, google drive, HubSpot, authorize.net etc. We always keep on bringing new integration for our valued clients and this time it is Microsoft ADFS. Integrate MS ADFS with Vtiger CRM and log into multiple compatible device Before taking a look at MS ADFS integration with Vtiger CRM, let’s understand what is SSO (Single Sign-On). Also we will be looking at MS ADFS (Active Directory Federation Service) What is SSO? SSO (Single Sign-On) is used to login into multiple apps using a single user name and password. It streamlines the overall process of log into different apps and also saves users from remembering multiple passwords. It works on the principle of identity provider, using it websites skips the user to prove their identity by
Inventory Management in Vtiger CRM
March 23, 2021
Article
Inventory is a major component of product based businesses. Mismanagement of inventory can cause huge losses both in term of reputation and monetary value. There are numerous instances when business loss huge sum of money because of inventory mismanagement. Inventory management is one of the biggest challenges faced by the expanding businesses. For example, a local sports goods business expanded and opened a new branch in another city. Now they have inventory stored in multiple locations which is being sold in two different cities. So, with the expansion, managing inventory also became complex and if not handled properly can cause serious troubles. VTiger CRM provides comprehensive inventory management tools, in the shape of its inventory add on. Following are some of the disadvantages of poor inventory management Overstocking/Understocking: Poor inventory management causes overstocking. If you do not know how much quantity of a product should be ordered, it is very
How to Set workflow upon record deletion (Customization)
December 16, 2020
Article
A very common feature that VTiger users inquire frequently about is, can we set workflows to send an email, update a field, create record, create event etc. upon deletion of a record. Unfortunately, VTiger do not provide this feature by default. That is why, we at VTExperts provide a customized solution for this problem. For example, a user (e.g. administrator) of a VTiger CRM system wants to get notified through mail when any other user of the CRM system deletes a record. By default, this feature is not supported by VTiger CRM and hence this task cannot be performed on default VTiger configurations. This customization gives you a new option to Trigger Workflow on Record Deletion Practical Example for further explanation of this customization and how to use it An Admin user wants to get notified through Email whenever a contact is deleted Workflow Now, we will set the workflow, which will send a notification (in the form of email) whenever a record (Contact) is
vTiger Customer Portal Demo
July 11, 2014
Article
Customer Portal VTiger Customer Portal is a controlled, private, and secure platform that allows your customers to interact with their related records in CRM as well as your team. The Contacts and Organizations can access their tickets, invoices, assets, product details and order information, calendars, and what not. It also allows the Portal users (Contacts and Organizations) to easily search, view, and edit their relevant information in the VTiger CRM. The Customer Portal also enhances customer relationships by providing access to complete and up-to-date information 24/7. The Customer Portal is convenient and relevant – it contains everything that customers need in one place online. Through the well-designed customer portal, we provide customers only to access to the modules and records that is needed. Features of Customer Portal Here is a list of some of the most prominent features of VTiger Customer Portal: Controlled and secure access to Customer data from
