customer care

VTExperts tools to help admins better manage Vtiger CRM

December 1, 2022
Article
The system administrator is one of the most in-demand roles in the IT world. He has access to all the records of the CRM system. The primary duty of the CRM administrator is to maintain the integrity of the CRM system and ensure that the system is up and running. Vtiger CRM system provides some basic instruments, to help system administrators to better perform their duties. In this article, we will look at some of VTExperts tools to help admins better manage Vtiger CRM. First of all, we will go through some major responsibilities of a system administrator Responsibilities of the System administrator Make the system secure: On the prominent responsibility of a system admin is to make the system secure from any type of data breaches and hacking attempts. Setting up firewalls is also a part of making the system secure Preparing a contingency plan in case of system

Advantages of FAQ’s Section

November 11, 2022
Article
In the current era of development, there are several ambiguities that one needs to clarify. Perhaps, in this fast pace of the race and some natural constraints, one can not afford to get the issue sorted in a huge time frame. To avoid time constraints and increase operational efficiency, we have FAQs (Frequently Asked Questions). There is no denying the fact that the list of advantages of FAQ’s section is a long one. In the Corporate world we have different industries and so do different problems. To provide a quick solution, Companies now design a module/department that provides support. FAQs is a subdomain of this department. Issues that are usual, time-consuming and can easily be resolved, come under the FAQ. When a company provides some services, they do know what could be the possible issue that their target audience can face. How does FAQ help? To minimize the response time

Add related module records using tabular field entry in form builder

November 8, 2022
Article
VTExperts Web Form & Landing Page Builder extension allows to the creation of related module records as well. In this article, we will look at how to add related module records using tabular field entry in the form builder Example We will check the configuration and functionality of the extension by implementing the form for the below-mentioned example. The primary module is “Contacts” and the secondary module is “Child” and they have one-to-many relationship (which means 1 contact record can have multiple child records) The form will get information from the contact regarding their children, what are their names, date of birth, and any additional information. So, we will create a web form for the Contacts module and will configure it in a manner that it can also create records in the child module. Create the form Go to the form builder and click on “+ New from” button and provide the

How to Install/Setup and Configure vTiger Customer Portal Module

August 18, 2022
vtiger customer portal
Article
One of the really useful features of vTiger is the Customer Portal Module. vTiger Custom Portal Module allows your contacts(customers) to login and see information such as Tickets, Invoices, Quotes, Documents, Contact & Organization information. vTiger Customer Portal modules does not come standard with the install and requires some skill to install, configure and set it up. Configure vTiger Customer Portal Module Permissions The first thing you will need to do is configure permissions. To do so, go to “CRM Settings” > “Other Settings” > “Customer Portal”. Privileges – The selected role field permissions will be applied to the Customer Portal user. For example, if you setup the Role so it can not modify specific field – the same permissions will be applied to the Customer Portal Users. Default Assignee – Tickets will be Assigned to the selected Assignee by the default Group/User from the Customer Portal. Portal URL – The URL

How Vtiger CRM assists in Sales

August 3, 2022
Article
In current corporate sector, CRM platforms are considered basic necessity for firms to manage their key functions. CRM helps to manage operations for almost every department. In this article, we will focus on the fact that how Vtiger CRM assists in sales process. As we know that Sales is one of those departments of a company that helps businesses and firms to grow. Sales department needs precise data to generate achievable goals. CRM helps to increase the proficiency of sales operations and generate revenue. Following are some of the advantages of using a CRM system for sales purposes. Advantages of using CRM for sales 1- CRM helps to boost the overall sales activities: With the help of CRM, you can check the past behavior of certain target audience. By utilizing the information created from raw data, you can easily recognize the interests and needs of your customer. Once you know

How to make emails avoid going to spam

July 13, 2022
Article
Emails are an integral part of Vtiger CRM. Vtiger can also be used to send out email campaigns using VTExperts Email marketing extension. A very common issue that email marketers face, is that the emails they send out in an email campaign are landed in the spam folder most of the time. In this article we will learn what causes your emails to land into junk folder and how to make emails avoid going to spam. Why emails land in Spam box There are a number of different factor which causes emails to land into the spam folder. Lets look at some of the most prominent reasons behind it Make sure that you have permission/authorization to send email to contacts you are incorporating in email marketing campaign. Do not buy the list of email addresses to use in you email marketing campaign as it can put you on risk of

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’s Service Level Agreement (SLA) For Customer Care

October 24, 2016
Article
“Being on par in terms of price and quality only gets you into the game. Service wins the game” – Tony Alessandra This quote clearly shows you the power of customer service. Whenever a customer finds some difficulty or fault in your product, the people whom he or she contacts belong to customer service department. If customer service fails to respond to the queries of a client, what impact you think they would get from it? The answer is very simple they will stop doing business with you, they will not recommend you to their friends and associates. Moreover, it will cause a negative word of mouth regarding your product. Do you think in the current business environment you can take this much risk? When the competition is skyrocketing? Obviously not. What is SLA SLA is a term with which even most of the people using a CRM are not

How To Design And Employ VTiger Service Level Agreement (SLA) For The Best Customer Care

April 19, 2016
Article
An agreement between a service provider (does not matter if internal or external) and the end user that states the caliber of the support and solutions to be delivered to the client by the company is known as Service Level Agreement (SLA). SLAs define the resources and level of support the client will get, with whom the SLA is signed. Note! This feature is available in Support Professional Edition and Ultimate Edition of Vtiger CRM. Design an SLA Policy To compose an SLA Policy, this protocol can be followed: First of all go to the Menu icon Look for the Settings button In settings, click SLA Policiesin the Support tab Now in this window press the +Add SLAicon in the top right corner Provide the SLA details in the pertinent fields SLA Policy Configuration Three aspects of SLA policy are to be devised Policy Name: An appropriate name for the SLA policy Operational Hours: There are two options in the

Vtiger 7’s Customer Portal Is Loaded With Features To Succour You And Customers

April 2, 2016
Article
To keep a customer demands as much skill as to win one. In the current era of sales and services, giants like Amazon and UPS have set top notch standards. So users tend to avoid companies, not furnishing next to the best customer service departments. So keeping up with the pace is getting tougher as seconds go by. Typically, most of the companies channel customer care via phone and email, which sometimes satisfy the demands. But while solving persisting issues, a business requires more than mere phone and email support. Long wait, service with continuous interruptions, and tenacious absence of straightforwardness, certainly create gaps between best and you. It doesn’t only bother the customers, but teams also suffer a lot. Vtiger 7’s Customer Portal provides the users with the authority to self-serve, connect with, and keep track of the issue rectification process. As the upshot, customer satisfaction, trust, and loyalty

Latest Hallmark Of Vtiger7 Helps In Keeping Track Of Your Customers’ Issues Using Advance Configurable Alert System

March 9, 2016
Article
Your sales and support force are humans at the end of the day. They can only focus on the highlighted issues, but that does not mean catering the normal customers is of no significance. To run a successful business, human resource force should posses the ability to keep the track of every major happening, occurring around the business they are operating or the things in which they are taking part. It is a tough task and requires many human and capital resources. Vtiger7 allows a cost effective yet easy to use solution to this complication. The feature of smart alerts of Vtiger7 provides your human force (sales reps and support team) real time notification of every major happening in which they are involved. The different ways in which you can use Vtiger7 efficiently are as follow: Get notifications about an idle record which you have to follow Timely follow-ups are

Ramp Up Customer Satisfaction With Vtiger’s SLAs! Here’s How It Works!

March 8, 2016
Article
Your customer service team acts as the first line of defense when your customer yens for your attention. What experience your customer gets from your customer service team can build an immense amount of value by motivating repeat business, customer consistency, and encouraging referrals. But a poor experience can motivate customer to discontinue its operations and to discourage their network from conducting business with you. From a quick and professional response to frequent interactions, there are a lot of factors that contribute to giving your customer a great experience. However, there’s no rule for setting reasonable time for resolving customer case as it varies from business to business, type of issue and other variables. To ensure a high level of customer satisfaction, a business should first identify the relevant case and required time to resolve that case. There’s an agreement that defines case response and resolution time, and that’s called

How Vtiger7 Let You Appraise Your Customers Using Multi-channel Support

March 7, 2016
Article
In the current modern era, customers are empowered because they can use different modes of communication like email, instant messaging, video conferencing etc. When one mode of communication fails to yield the desired result the customers switch to another one. As the result, only 25% of the customers stick to their first mode of communication. When one technique to commune fails its purpose, it results in the loss of customers, as they switch to different vendors who are offering same products with better help centre. Vtiger7 CRM provides another hallmark to serve optimal solutions for the cross channel communication of the customers. The customers can start the process of liaison through one channel and can continue the same conversations using some other media. The whole process to overcome customers’ cross-channel communication using Vtiger7 is simple yet very effective. It consists of three steps which are as follow: Connect to the