crm

VTiger Providing Telephony Solutions

April 15, 2021
Article
Telephony is not a very new technology, in-fact it exists for more then a century now. It existed in pre-internet era and back then used to connect to the internet. In todays digital business environment, good communication process is the key to success. CRM offers a wide range of communication tools, ranging from PBX to instant chat to improve communication. VTiger providing telephony solutions, that can be used by aany business (wheather it is a small or a large business) Consider an IT solution provider, they have sales team and a support team. Both of them need a good telephony solution to make calls. For example the sales team need to make cold calls, follow up calls, sales calls etc. On the other hand support team will be asked about various support queries through calls. Telephony integrations is a perfect solution for such businesses. Some small sized firms consider telephony

Use of Conditional Layout in Vtiger

April 15, 2021
feature image
Article
All of us have came across scenarios, where a VTiger CRM record is bombarded with a number of different fields. In such situations some of the fields are necessary and some of them are only to be filled if a specific condition is met. For example, in below provided screenshot, all the fields related to the signal will only be filled, if signals enabled is set to “yes”. It would be far much better if all the fields like Signal Reach, Signal screen, Signal Strength are kept hidden and only made visible to the user once the choose “yes” option for the Signals enabled. In this article, we will discsus a great tool for Vtiger named as Conditional layout extension developed by VTExperts. There are countless examples in which businesses have various field for a record, but in most cases not even half of them are being used. Such scenarios

Measure Client’s Satisfaction with VTiger

April 3, 2021
Vtiger feedback feature image
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
feature image of MS ADFS integration into crm
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
Inventory management in CRM
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

Forecasting made easy using VTiger CRM

March 18, 2021
Forecasting Sales with VTExperts
Article
Forecasting is core practice, that is carried out by every business in order to survive and excel in current competitiveness of business world. Firms gain competitive edge based on more informed decisions. In order to carry out the activity of forecasting past data is used and analyzed to predict how will future trends shape up. A good forecast improves every step of a business, ranging from planning of a project to the reconciling the revenue. In the CRM world, Vtiger made forecasting easy by providing a-lot of different tools Here are some of the advantages of forecasting It is seen, that businesses practicing forecasting make far more improved financial and managerial decisions as compare to the businesses who refrain to practice forecasting. Process of forecasting requires input from all the departments of a business, hence results in creating a sense of participation among the staff members and different departments of a organization

VTiger and Collaboration in Digital World

March 15, 2021
VTexperts empowering collaboration in VTiger
Article
Collaboration is one of the deciding factor weather an organization will perform as a team or not, It is an integral part of successful organizational culture. In organizations different tools and exercises are carried out in order to improve the collaboration among the individuals. Therefore, organizations that use collaborating tools more effectively gain a competitive advantage on others. Similarly, digital business environment as well, collaboration is a must have skill in the digital world. CRM systems like VTiger  are providing a list of tools to improve collaboration in digital world Following are some of the advantages of good collaboration in digital world Better problem solving, with improved collaboration individuals can more freely help each other by sharing their ideas and view and it results in better problem solving for all of them Faster and better learning experience. when people collaborate with each other they learn more and the quality of

Schedule your Meetings using VTiger Appointments

March 3, 2021
Vtiger meetings
Article
Meetings are an integral part of daily business interactions in the form of business meetings, job interviews, medical check-ups and even for a casual meet up. That is why an appointment scheduler is becoming a critical part of our business and personal life. Appointment scheduler helps organizations to be more productive, organized and punctual. On top of that it makes sure that you have good enough time to prepare for your upcoming appointments by alerting beforehand. Schedule Meetings using VTiger, as its appointment tools is one of the best meeting scheduler feature provided by any CRM system. Appointment scheduling is one of the most recursive task , that you sales and support agents have to face on daily basis and sometimes create a-lot of hassle for the staff members. A sales agent have to schedule a meeting with a promising lead,  so he checks at what time he is available and

Customer Relationship Management (CRM)

December 31, 2016
Article
The most important issue for companies is how best to analyze and use individual customer data. Most companies are flooded with information about their customers. In fact, smart companies collect information at each possible consumer touch point. These touch points consist of customer purchase, sales, services and support calls, website visits, customers’ satisfaction survey, payment interactions, market research studies- every contact between the customer and the company. The dilemma is that information is usually scattered widely across the organization. It is hidden in the separate records and databases of different departments of company. Now many companies are turning to CRM (customer relationship management) to resolve these kinds of problems, to manage detailed information regarding individual customers and to maintain customers touch points very carefully in order to maximize customer loyalty. Customer relationship management is an overall practice of building and maintaining the beneficial customer’s relationships by delivering superior customer value

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