VTiger and Collaboration in Digital World

Collaboration is one of the deciding factor weather an organization will perform as a team or not, It is an integral part of successful organizational culture. In organizations different tools and exercises are carried out in order to improve the collaboration among the individuals. Therefore, organizations that use collaborating tools more effectively gain a competitive advantage on others. Similarly, digital business environment as well, collaboration is a must have skill in the digital world. CRM systems like VTiger are providing a list of tools to improve collaboration in digital world

Following are some of the advantages of good collaboration in digital world

Better problem solving, with improved collaboration individuals can more freely help each other by sharing their ideas and view and it results in better problem solving for all of them
Faster and better learning experience. when people collaborate with each other they learn more and the quality of learning is also high.
Firms with good collaboration protocols have better employee retention rate as compare to the firms who take collaboration for-granted. Collaboration allows individuals to feel more connected and tightly knitted with the organization.
Last but not least, collaboration helps to keep the moral of team high.

Collaboration in digital world

There is no denying in the fact, that collaboration is equally important in digital world as well. That is why every passing day more and more collaborative tools are hitting the digital market e.g. group chats, video conferencing etc. But not all of them are equally good. Now a days, every CRM is providing some sort of collaborating tools.

Tools Vtiger offer in relation to Collaboration in Digital world

VTiger CRM also provides a long list of collaborating tools, for example @mention feature. Instead of communicating on the email with your team members, use the @mention feature to tag them in the tasks and comments. it makes work a lot easier, from getting a quote from your team members to providing an update to your boss, everything can be carried out through this feature.

VTExperts improving Collaboration in Vtiger

VTExperts always strive to improve Vtiger collaboration tools in digital world

Default collaboration features of VTiger are pretty good. But, we at VTExperts believe that collaboration is much more then that. That is why we designed various tools to improve your team collaboration while working in VTiger CRM.

Here are some tools that help in improving VTiger collaboration in the Digital world.


Extension Name	Description	Prominent Features
Collaboration Board	It is a great tool using which team members can send private and direct messages to each other and to other teams as well. It also allows to create public channels, chat rooms and tracks communication with in VTiger CRM	Enables VTiger users to chat in VTiger (works as IM) Ability to link conversation to any VTiger record Ability to initiate conversation from any VTiger record and see history Intuitive “slide in/out” design allows to switch between the chat & VTiger record without leaving the page Supports Channels (public to all users) Supports Private Groups & Direct Messages Allows users to Favorite Conversations Archive the Conversation/room (move to archived list) Leave the Conversation (completely remove from the list) Supports Document Attachments within Chat/Collaboration Board
Mobile App	It is a great extension that allows user to access VTiger open source CRM on their mobile phone. Using it users can create and edit a record. on top of that it can scan business cards, show recent comments and supports notifications	Check recent comments in VTiger Allows In-app messages Supports Notification Centre Locate Records, Fields, Comments etc. Quick create CRM records Edit CRM records using mobile app Scan Business Cards through mobile app View Calendar and Tasks
Multi User Assignment	If a user want to assign a single record to multiple users, then it has to be done manually. Using this tool groups of multiple users can be formed as you are creating a record and is assigned to that specific record	Includes a Multi-Select User field which contains the complete list of all active VTiger users Creates a dynamic VTiger Group based on the selected users Designed not to create duplicate groups for the same group of people (it actually avoids duplication) Intelligent enough to delete unused groups as the group members are unassigned from the team Supports custom “Assigned To” field (secondary field for notifications) Allows to specify field label in the configuration panel Allows ‘hover’ and full mode editing Compatible with VTiger Standard & Custom Modules Module Manager Compatible
Email Conversation View	It transforms email and their replies into conversation view, which is much easier to understand and comprehend. Furthermore, it draws a visible boundary among the emails sent by the customer and the Vtiger users, by highlighting background and divider buttons	Supports all modules with Email list Integrates with standard VTiger email module Displays emails in a conversation view Includes Smart Preview (Only show the reply instead of entire email) Add it as a widget on summary view Customizable options (limit X chars, configure cut off variables, remove line breaks) Module Manager Compatible
Progress Bar	This tool is used to show the status of a project to different teams. This makes the collaboration among the teams easy, as they can see at which stage the other team or individual is performing their tasks	Interactive & easy to use interface Supports All Standard & Custom VTiger Modules (Button can be added to any module) Create unlimited number of Progress Bars (one per module) Supports standard and custom fields (picklists) Supports “status” updates (automatically updates field when bar is clicked)
Sales Forecast	This extension is specially designed to help manage and collaborate in regard to a firms existing opportunities and future prospects. It allows different departments to collaborate with each other and predict precise forecasts	Displays Opportunities in the Forecast view Includes flexible “Sales Stage” (Pipeline, Best Case, Committed) Configuration Includes the feature to categorize “Opportunity Type” field Designing of teams/groups out of existing users Ability to specify date ranges (custom dates, months, quarters) Includes custom speedometer dashboards Supports Team forecast and individual users Allows to drill to down to individual users & teams
Advance Comments	This extension improves the functionality of comments significantly. It is used to categorize the comment, making the process of communication and collaboration easy. Furthermore it offers an improved version of @mention feature, which can be used for several different purposes.	Converts existing Comments Widget into Advanced (Colors + Fields) Fully Configurable Field Labels + Picklist Values Comment Background is colored based on Picklist Value Setup Supports Rich Text Formatting in Comments Supports tag/mention users using @ Sends email notification to tagged users Enables Conversation/Compact View Smart Preview to restrict the preview to specific keywords Add as many keywords as required to Smart Preview settings Enable to automatically expand and show fields
Kanban View	This extension is used to collaborate with other teams and manage sales, tickets, projects, tasks more efficiently. Using it user can create dynamic cards to differentiate at what stage a project lies.	Converts List-view into a Kanban/Pipeline view Standard & Custom filters are supported on the Kanban view Drag & Drop functionality + Update notifications Flexible UI to configure “Primary Field” as well as fields to be displayed Supports hover field editing on the Kanban view Compatible with Standard and Custom VTiger Modules