email

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

SLA use case for tickets in Vtiger7

July 15, 2022
Article
Tickets is one of the most use feature of Vtiger crm system. SLA extension by VTExperts can be used to check and regulate the processing of the ticket in Vtiger CRM. In this article we will look at a SLA use case for tickets in Vtiger7. Use case There is ticketing system, in which when a ticket is created its priority is set to “Low” . SLA starts to work when the ticket priority is “Low”. The SLA should keep on working until the ticket status is changed to “Close” But, if the ticket is not resolved in 5 minutes and priority is “Low”, then SLA extension will automatically change the status of the ticket to “Normal” Again if the ticket is not resolved in next 10 minutes after the priority is changed to “Normal”, then SLA will change the priority of the ticket to “High” Again if the ticket

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

Remove multiple emails from send email box (Document Designer)

December 30, 2021
Article
Sometimes, a single record contains more then one email fields. When user try to send a document designers template via email to that contact, multiple email addresses shows up. In this article we will learn, how can a user Remove multiple emails from send email box while sending a Document Designer Template With a little bit tweaking with CSS, you can make only the primary email of the record to appear in the send email box For doing so, first you have to install a browser extension, by the name of stylus Stylus Stylus allows you to easily install themes and skins for many popular sites. Get Stylus for chrome Here Once Stylus is installed, configure the Stylus for send email dialog box using Stylus editor Configuring a new Stylus Following is the CSS changes that you have to configure in the stylus [data-module="PurchaseOrder"] {display:none;}     Make sure to provide

Office365 Outgoing Server Sends Special Characters

June 17, 2021
Article
It is observed that sometimes when an email is sent using Office365 outgoing server in VTiger 7 CRM it replaces some of the alphabets or umlauts with special characters in the email. In this article we will show you how to tackle the problem of Office 365 showing special characters in VTiger Note: To see the Office 365 outgoing server settings, kindly check “How to Configure Outgoing Server in VTiger” link    For example The email that is received to the user is showing additional special characters that were never included into the email This error is caused by the core Vtiger or office365 code. In case, you are facing this problem then you can resolve it using following information Make sure to while creating a new instance of VTiger Mailer, change PHPmailer encoding to the provided encoding in Config.inc.php Code 27 * Constructor 28 */ 29 function __construct() { 30

Vtiger 7 CRM Mail Manager

June 14, 2021
Article
Mail Manager is an integrated email client that allows you to automate and perform CRM related actions on the incoming emails. It helps you create Leads, Contacts, Organizations, Tickets, and To Dos etc. from the emails that you receive in your inbox. Should sender’s email ID match with a record in VTiger CRM, you can perform more actions like, attaching emails, Adding To do, Comments and Ticket. Additionally, you can manage composing, replying, forwarding emails etc. In short, VTiger CRM Mail Manager provides an excellent feature using which you can can create new records automatically from the email and update the existing ones.   Steps How to Configure Mailbox in VTiger 7 Go to the main menu and select Mail Manager While accessing it for the first time, it will take you to the configuration page. From here user can configure the mailbox Once , user click on the configure

Troubleshooting Email Workflows in VTiger

May 25, 2021
Article
Workflows play a vital role in sending automated emails. In this article we will look at Troubleshooting Email Workflows in VTiger What is Email Workflow? An automated email is sent when a specific condition is met. Email will be only sent if a specified email is fulfilled. When the condition is met the email will not be sent right-away, in fact it will be added in a queue and will be sent once the VTiger cron-job is executed A Basic Example how to set a simple Email Workflow. We are setting a simple email workflow, it will send an email to the respective contact email id whenever the phone no is changed or updated. Following are the basic details regarding the workflow we are going to set up and when will it trigger Following is the condition i.e. When Office phone is changed Following is the action that will be executed when the condition is fulfilled. In add action drop down

Configuring SMTP using App-Password

May 19, 2021
Article
A very common problem with setting up SMTP is that it cannot save data and error occurred while sending mail. It is because the SMTP configuration required app passwrord to be functional. In this article we will learn the process of configuring SMTP using app-password The reason behind this that email service provider now use app passwords to allow logging into some less secure applications Setting up SMTP in VTiger This problem is also faced in VTiger CRM. Let’s take an example and set up SMTP for gmail using app password How to get app password?? App password is only available on those email I.D’s which have enabled 2-Step verification. to get the app password follow the instructions mentioned below Log into your Gmail account Click on the manage account google account A new window will open,  select security option Scroll down and select app password It will again ask

Your Email Conversations Can Be Mirrored Into Vtiger With These Simple Plugins

June 10, 2016
Article
Online markets are flooded with email clients, and we cannot deny their necessity. Also, every client is fulfilling the needs of a fair amount of organizations. You’ll have one too. But there is more to Vtiger’s email manager. With Vtiger 7’s email manager, communications with customers, from basic to elite level, are handled more efficiently. Keeping track of sales and support groups gets way easier, as all of the emails your team send or receive are channeled through your CRM’s own client. Moreover, it is the simplest way to bring all of the communication to a single showcase. It is undebatably an essential requirement of a firm to observe all of the email conversations of sales and support teams. Vtiger’s email plugins let you archive all the emails in conversation stature, so the discussions about deals and services are open to anyone with the access. All of the emails can

Auto-Fill And Post Fully Customized Attractive Emails Making Use Of Vtiger’s Email Templates

April 16, 2016
Article
Most newsletters go down the sewer un-opened. According to Mailjet, open rate for marketing emails is 15-25%, and 30-40% for transactional emails. They chief reason of the dismissal of emails is the subject. So what if you send an email to your customers with a subject that depict that they are highly valued, by mentioning the name for each one of them. Yes it’ll work, but it’s not a piece of cake to send thousands of clients a separate email with their name and content specified for them. Or is it? Vtiger 7 introduces the solution as Email Templates, with which you can design, customize, and send attractive, rich text format, HTML emails, also including images and other stuff; all that with the potential to incorporate receiver’s personal information from Vtiger database like contact’s name, birthday, address, phone number, and organization name. Email templates let you: Create your own customized

Vtiger 7 And Office 365 Collaborate To Manage Your Calendars, Emails, And Contacts

March 17, 2016
Article
It is a common practice among the sales reps, i.e. using office 365 for managing their schedules, exchange emails with the clients and they access new contact using it. This is because of the fact that Office 365 helps in boosting their productivity and it has a friendly user interface. But the drawback is that the other sales reps cannot see which contacts are already attended by their peers, sales manager has very less visibility of sales rep calendars and last but not least sales reps do not have the track of customer’s history. These problems have been studied and overcome by the latest version of  Vtiger, who also provides the functionality of synchronizing the Office 365 with itself, so you do not have to cope with the problems mentioned above. Distribution Of New Events Among The Whole Team Sales reps use office 365 to manage their contact network. This