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VTExperts sales intelligence tools

January 26, 2023
Article
The application of data, analytics, and technology to improve and enhance the sales process is known as sales intelligence. I revolve around the customer, market trends, competitors, and tools for monitoring and evaluating sales performance. The end goal of sales intelligence is to increase revenue by catering to customer needs in a better manner using informed decisions. In this article, we will look at how can you maximize sales performance with VTExperts sales intelligence tools Sales intelligence in CRM systems Integrate sales intelligence into the CRM system to analyze the information and track customer engagement. Especially, system admins can use it in CRM systems to organize customer data, so the sales team can target the audience more efficiently. Moreover, integrating different sales tools into the CRM system to provide a more complete view of the products to the customers e.g., marketing and sales campaigns, etc. Furthermore, sales intelligence provides CRM

VTExpert’s advanced automation tools.

January 16, 2023
Article
CRM automation is the process of automating the manual processes that are necessary but repetitive in nature. It helps in streamlining and increasing productivity. Furthermore, automation helps to track the activities and engagement efforts of the different team members. Users can automate every aspect of a CRM system. For example, the sales team can use process automation to nurture leads, convert them, and simplify the sales process. On the other hand, support teams can use automation for quick responses. In short CRM automation means automating the redundant process of sales and customer service which are time-consuming otherwise. Vtiger CRM also provides different automation tools, like workflows, contact management, lead creation, etc, but sometimes users need more powerful tools to tackle complex process automation. Keeping this in mind VTExperts developed power full automation tools in the form of extensions. Let’s check some basic automation features of vTiger CRM and VTExpert’s advanced

Vtiger CRM 7.5.0 Changelog

December 29, 2022
Article
Vtiger CRM 7.5.0 accompanies lot of bug fixes and several performance enhancements. Let’s take a look at vtiger CRM 7.5.0 Changelog to know what’s new and improved in Vtiger CRM 7.5.0 Bug Fixes and improvements Vtiger CRM 7.5.0 now support PHP 8.X. Building array function is removed. Smarty and adodb libraries are upgraded. The process of invoice creation is slowed down on large databases due to missing the index on vtiger_inventorychargesrel. This issue is fixed now and the process of invoice creation is accelerated. Hence improving the performance of the Vtiger CRM 7.5.0 FastMail enforced the use of app passwords and connection over SSL port (993). Vtiger CRM 7.5.0 support FastMail to connect over SSL with an app password now Previously, record-Id from the request was not clean and can be used in related listview queries to give way to the SQL injections. This issue is fixed now Migrating from

Collaboration tools by VTExperts for Vtiger CRM

November 24, 2022
Article
Team collaboration is always an integral part of any business’s success. In this digital era, collaboration tools in CRM systems are a must-have. That is why VTExperts developed extensions that enhance the process of team communication. Moreover, these extensions also make collaboration within the team and with the customers easy. Let us check some of the advantages of effective collaboration tools by VTExperts for Vtiger CRM Benefits of collaborative tools Skill sharing The first and foremost important advantage of collaboration is skill sharing. It helps team members to share their feedback and skill with each other. Collaborating with different teams and within the team works as a learning experience. So, collaboration helps in sharing knowledge and skills. Problem Solving When you came across an issue and even after trying several approaches you are still not able to solve it. What should you do next? In such scenarios, you should use

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

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

Google API key generation

July 6, 2022
Article
API key – An alphanumeric string that is used to connect your projects with the google billing account using the specific API or SDK. In this article we will go through the process of google API key generation. How To Create A Google API Key Follow these simple steps in order to create a Google API Key: Go to https://console.developers.google.com/apis/credentials?project=primordial-will-248203&supportedpurview=project Click  “Select a Project” It will open a Pop up, click “New Project” You’ll be directed to “New Project” creation page. Fill in the required info in the available fields: Project Name: Set your project’s name. Clicking “EDIT” will allow you to change Project ID which can’t be changed after. Organization: It will automatically select the organization according to your email. Location: You can choose another organization from the list if there exist multiple of those. Click “Create” to complete creating the new Project. Select API Type And Activate API

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

Role And Impact Of Public Relations (PR) On Business

December 29, 2016
Article
PR is a major mass-promotional tool. It builds good relations with a company’s various contacts by obtaining positive publicity, building up strong co-operate image, and handling & heading off unfavorable stories, events, and rumors. Public relations department may execute any or all of the following tasks:     Press relations or press agency: It is all about creating and placing interesting information in the news media to draw attention to a person, goods, or services. Product publicity: Product publicity is for publicizing the detailed products and publicity can be positive or negative both. Public affairs: In public affairs, a company has to build and maintain local and national community relations. Lobbying: It is all about to build & maintain cooperative relations with the government officials and legislators to persuade legislation and regulation. Investor relations: To maintain excellent relationship with shareholders, investors and others in financial community who invest their money

VTiger’s Customer Portal

November 13, 2016
Article
Customer service is one of the most integral part of an organization. Unsatisfied customers mean a huge loss to business. It is the biggest reality of today’s business environment that only those firms perform well who cater their customers in the best possible way. “Courteous treatment will make a customer a walking advertisement” Customer satisfaction plays such a vital role in the business culture that some firms improve their customer up to the extent that it becomes a POD (point of differentiation) for them. Without a doubt, it is a potential area which can be turned into a competitive edge of a firm. The list of benefits of a satisfied customer is a long one, some of them are quoted below: –    Excellent customer service yields repeated business, a satisfied one will do business again with your firm. –    A satisfied customer will advertise your business, a positive word of

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

VTiger’s Multi-Channel Communication Support

October 23, 2016
Article
“Effective communication is key to high performing business” Communication is the heart of a business. Firms that fail to communicate with their clients effectively should not expect good profits at all. Well, just take a look at the whole sales process; right from the start when you engage a client by telling them about your product, the process of communication is started. If your communication skills or communication modes are not up to the mark, you will fail to attract and satisfy them. Now take a look when the process of negotiation is taking place between you and your customer; again communication is considered to be an important aspect of the whole deal. Finally, when its customer’s turn to provide feedback about the product, the communication comes into the game again. So this shows modes of communication play a vital role in the success of any business. Just to give

VTiger’s Modern Social Module Refines Support, Marketing, And Sales

April 7, 2016
Article
Users make and break brands. And with the current modes of communications at disposal, it happens rapider than expected. Until a few decades, customer could not have thought of actually interacting with a representative of a company, but the sales rep only. Then the system evolved giving clients the facility to at least make the companies listen them out. Recent criteria for customer support were also not challenging enough for businesses, which let users to register their complaints and organizations had to fix those. Modern system of customer care is getting more responsive, active, and reliable. Tough competition and social media awareness are the sources of this outcome. Past stories clearly state that it’s not going to be the same. People are going to judge at social media, companies then will try harder to meet their needs, top players like Amazon and Fedex have already raised their standards. And it

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

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