A computer is not always accessible to a person, there are times when the users are away from their pc’s. At such times mobile apps provide instant access to the data stored to read and edit it. Mobile apps are a critical part of digital revolution, because of their improved accessibility, increased productivity and cost reduction. Suppose you just left the office and suddenly a client called you and inquired about the update on their recent project. You told him that it is in progress, by checking the status of the project on mobile app. Their are several similar scenarios, where mobile apps prove to be really handy and save people a-lot of hassle.VTiger CRM can also be accessed through different mobile apps e.g. VTE mobile app, Vtiger 360 etc. VTExperts Mobile app helps in managing your CRM on mobile deviced in a better manner, so we can say that
SMS is a major source of communication all around the globe. It is one of the oldest and most frequently used texting technology. Marketers use SMS to reach their potential clients. It is common practice of people to avoid marketing emails by setting up filters. Here comes SMS in play and bypass filters. The reason behind using the SMS is to conduct close range marketing practices. They are used to let your customers know about the instant offers with-in a vicinity. Vtiger is providing SMS feature for marketing anf other communication purposes. Another major advantage that SMS is that, with-in three minutes of delivery 90% of the texts are read. This shows how good of a marketing medium SMS is for the marketers. That is why, VTiger is providing an excellent tool for SMS marketing Following are some of the benefits of using SMS in marketing practices. Text messages
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
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
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
What is ADFS? 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
In VTiger, if you are trying to find out more details about a contact/organization/lead, you would have to click through all the related lists and review any tickets/opportunities one by one. However, with the Complete Record Timeline/Summary (Communication + Updates) Extension for VTiger, you will be able to see all of it in a single glance. What it does is that it enables the user to see any communication (emails, calls, comments) as well as updates for a selected record. 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 other related modules). We have added filters in this extension so you can see the updates of a selected module separately from the main timeline. For example, when user clicks any
Advanced Comments extension is merely an enhancement to standard VTiger comments functionality. It adds up to two picklist fields to the comments section and allows users to “categorize” comments added. Also, these comments can be highlighted on the basis of configured picklist value, which makes it even more handy. Also, the comments can be added using RTF. We have added yet another useful feature in it, named ‘View Previous Version‘ that enables users to view the changes made in it and store them in a log. You can see the time when the changes were made along with the user who made them. To edit a comment, simply go to any module for which the comments are enabled. Click on the ‘Edit‘ button under that comment, make the changes and save. You’ll be able to see the original comment by clicking on the ‘View Previous version‘ button under the comment.