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 feature lets you send a contact to Vtiger 7 which was previously held in Office365, which allows the teams to take the right course of actions to entertain the contact perfectly. Whenever a contact is updated weather in Vtiger 7 or Office 365 the information in both the applications is updated.
Channel All The Conversations With Ease And Efficiency Into The CRM
Evidence tells that sales reps spend about one third of the time in entering and searching data manually. This time can be saved and utilized for other tasks, saving manpower and enhancing the services. You can automate the process of copying mails from Office 365 to Vtiger 7 CRM by using a single click. This feature prevents wastage of time of the teams which can be invested in other constructive activities for business.
Zero Error Policy with Synchronized Calendars
One of the major task that all the sales reps perform is to build strong customer relationships. Large number of meetings is not easy to manage and they overlap every now and then, resulting in bad reputation. So while scheduling back to back meetings there is a possibility of error, which can be overcome by synchronizing Office 365 calendars with Vtiger 7. So when the sales reps schedule meeting using Office 365, it is automatically sent to the Vtiger7. The CRM has strong scheduling and calendaring tools like automatic event scheduling. Synchronizing calendar between both softwares saves a lot of time and decrease the possibility of error significantly.