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 users with real-time updates and reports on sales pipeline, KPIs, forecasts, etc.

vTiger CRM sales tools

vTiger CRM system features different sales intelligence functions, like lead scoring, contact management, sales forecasting, invoices, quotes, sales reporting, etc. vTiger CRM system provides a wide range of sales tools for teams to streamline the sales process and target new sales opportunities. Although vTiger CRM system comes with good enough sales tools, sometimes organizations need more than that. Potential limitations a user can face in vTiger CRM are limited analytical tools, lack of data sorting instruments, etc. In order to cover this gap VTExperts introduced a diverse array of extensions.

VTExperts Sales intelligence tools

VTExperts designed different Sales analytics tools to help businesses better analyze and understand the sales process and data. System admin can use these tools to monitor the performance of your sales team and forecast future goals. Furthermore, these tools can also help in examining market trends and patterns. Let’s check some of the VTExperts sales insight Tools

Progress bar

We design this extension to increase visibility and enable users to instantly check the real-time update on the record. CRM displays the progress bar in the header and it is clickable. Furthermore, user can configure a progress bar on any module that has a pick list field.

Check extension Here

Document designer

Proposal & Document Designer for VTiger is the ultimate sales tool for document automation. last but not lease, we extend the power of your CRM and provide tools to turn your leads into clients and close deals faster.

Check extension Here

Opportunity forecast

The aim of designing this extension was to allow CRM users to forecast current and potential opportunities. in addition to this,  it users can visualize the entire company’s opportunities at different sales stages. Moreover, user can can specify the dates such as range, months, and quarters as well as the number of periods to be displayed for the forecast report

Check extension Here

Kanban view

Kanban View for VTiger is an extension with which you can easily create dynamic “cards” to visualize your workflow. Each module, e.g. You can configure different sets of fields and a “grouping/primary field” on the cards for Opportunities, Tickets, Tasks, and Projects

Check extension Here