integration

VTiger 7 and Xero Integration Is The Ideal Simultaneity Solution For Sales, Support, And Accounts Departments

April 10, 2016
Article
How much time does it take to review product prices?  Your company’s accounts section and your team have worked their wits out preparing proposals for the new fiscal year. You had to observe market trends, predict customer’s mind, analyze purchase history, determine the goals and all the while keep an eye on the competitors. Your hard work pays off truly if the deal done by your sales team is according to the latest price lists the same day your proposal is approved. Your company might offer better quotations than your rivals and this works to your advantage. It is possible only if all the sections are coordinated well and updates are available to each and every person on the go. You require contact information that is collected by marketing section; you require data to help eradicate the flaws but it can be obtained from technical support personnel; the exchange of

Docusign and VTiger 7’s Capabilities Can Be Bonded Using Esign Module

April 3, 2016
Article
What if you are informed that your hard earned vacation is spoiled only because of a misplaced signature on the contract you have signed a week ago? Obviously work is on top of your priority list but a little vacation every now and then doesn’t hurt. But cases like that not only can ruin your vacations, but more importantly, your crucial deals, orders, actions, or plans may get delayed and consequently abandoned. Thanks to Vtiger 7’s Esign module, getting the required signatures, whether from a partner across the office, or a sulky customer from the other side of the globe is instant, easy and virtually foolproof. It can be initiated from a desktop, laptop, or even your cellular device in just a few clicks. You will experience smooth progression and increased bandwidth for other tasks. Also the time spans of deals cycles will be shorten. We are making it possible for

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