vTiger 7
“Profile” Is An Effective Way To Enhance Database Security
March 14, 2016
Article
For obvious reasons, you cannot afford a single user wandering around into the whole database. While users messing around with the records is enough tension, restricting every single one of them to his/her own section is another task. Vtiger 7 provides a simple yet efficient solution for the matter. It helps in limiting the users from accessing the certain modules, fields and features, by creating and assigning profiles. It also aids in limiting the users’ actions regarding the CRM records. Setting up a Profile 1. To create a new profile, click on the App switch icon on the top left and select Settings. 2. There is an “User Management” button. 3. Clicking on the User Management button will show you Profiles icon. 4. Click Add Profile button on the top right corner. 5. The next window will let you assign
Three Effective Tools Vtiger7 Provide To Automate The Process Of CRM Data Entry
March 11, 2016
Article
One of the most common ironies of current era is that too many resources are wasted by companies on easy tasks as data entry. In some scenarios, it is observed that the most valuable resources of the companies with huge potential of progress are just lavished away in the process of entering data into spreadsheets and other databases. If the same energetic talent is invested in some other productive activities rather than entering data manually in the spreadsheets, then obviously better results can be achieved. Further addition to the misery, the manual data entering mode is observed to cause different types of typo and missed data point. These errors are leading to the generation of faulty reports, thus causing damage to the efficiency and credibility of the database. Here comes Vtiger7 to save you from the hustle of entering data manually. It automatically updates the records whenever you receive data
Organize Data In VTiger By Fashioning Filters Of Your Choice
March 10, 2016
Article
When working on a project, you may get overloaded by tons of data. Data handling is being enhanced day by day using hundreds of techniques depending on the quality of output. While working with a CRM, filters play a vital role in keeping track of your records. Vtiger 7, yet again, takes another step in reforming the modern techniques by introducing “Custom Filter” tool. It’s simple that using filters, locating the desired record gets easier. It also let you take bulk actions on the selected data. Utilizing Vtiger 7, Custom Filters can be designed according to your own requirements, and type of record. Getting started by developing a Custom Filter of your choice The following protocol works for every module. Let’s say we are in “Opportunities” module. Mirror these simple steps: 1. Press the Opportunities Tab 2. There will be a drop-down menu with Opportunities title 3. Click on the
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
Ramp Up Customer Satisfaction With Vtiger’s SLAs! Here’s How It Works!
March 8, 2016
Article
Your customer service team acts as the first line of defense when your customer yens for your attention. What experience your customer gets from your customer service team can build an immense amount of value by motivating repeat business, customer consistency, and encouraging referrals. But a poor experience can motivate customer to discontinue its operations and to discourage their network from conducting business with you. From a quick and professional response to frequent interactions, there are a lot of factors that contribute to giving your customer a great experience. However, there’s no rule for setting reasonable time for resolving customer case as it varies from business to business, type of issue and other variables. To ensure a high level of customer satisfaction, a business should first identify the relevant case and required time to resolve that case. There’s an agreement that defines case response and resolution time, and that’s called
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
How Vtiger + Accounting System Integration Makes Information Exchange Seamless!
March 6, 2016
Article
An uninterrupted flow of information between the sales, support and accounting department, enriches the customer experience. Vtiger makes the exchange of information easier and error-free by letting the user to automatically mirror data between the Customer Relationship Management (CRM) and accounting software. It ensures that the sales, support and accounting team access the accurate data from the same page. Vtiger 7 integrates with commonly used accounting software like Xero, Tally and Quickbooks. If you are using any other accounting software, use Zapier to connect to it. Read on to know some major benefits of integrating your accounting software with Vtiger 7. Faster, error-free and without double-entry invoice creation After a deal is done by the sales department, billing information like customer name, billing address, shipping address and product/services purchased, is forwarded to the accounting department to generate an invoice. This billing information is gathered by the sales department and then
Vtiger 7’s Yet Another Hallmark Let You Work In Groups
March 4, 2016
Article
The characteristic that describes the group is the fact it is composed of individuals and groups within the organization. Teams are being built on the structure of a group to which possess a common record. The Vtiger 7 allows you to manage individuals in the form of groups and tasks allotted to them. Benefits of using Vtiger 7’s Groups functionality To improve the efficiency of a group, Vtiger 7 is an effective tool. Its key feature allows to assign a record. Using the tool, you can assign a record to any individual or a group. After the successful assignation the record is available to all of the members of that group and they can perform key tasks on the record. This helps people to work in the form of teams and improve productivity. If an individual from a group is unable to show up to the job, then there is
Picklist Dependency Setup Has Enhanced The Contemporaneity Of Vtiger
March 2, 2016
Article
Picklist Dependency is a feature that helps in specifying the details of the product being selected. The outcome is accurate, discrete, and authentic, as the particular values are assigned via carefully designed table. The target field depends upon source field, which depends on module. Select a Module, pick its source, define target, and that’s it. It’s easier done than said. A Whole Package In One Box If there is still a hint of confusion left, this guide can get it going. Let’s say there are two products. Choose any one as your Module. Upon selection, manufacturers for that particular product will be accessible in the “Source Field” drop down menu. Go for your desired option, and the list of Usage Units specified for the selected manufacturer will be displayed in the “Target Field”. Develop Your Own Picklist Dependency In Few Steps There will be needed a module, a source field,
VTiger 7 New Main Menu (New Release)
March 1, 2016
Article
The users of Vtiger recently experienced the new main menu that is designed with an aim to make it more user-friendly. The new layout makes it very simple for the user to understand it and navigate through. This latest menu gets advantage over the previous left-sided menu, launched with Vtiger 7, in all the following ways: It’s easier and faster to access the main menu. Now user can access the main menu from almost middle of the screen instead of the upper-left corner. This is the position where you can take the cursor easily. It’s faster because it reduces the total distance covered to get that spot. There are no more nested menus to browse modules. The user is enabled to browse to any module from the main menu in a single motion. For this, the main menu has been split into two main portions: the left and the right.
2016 Roadmap for Vtiger! (Vtiger 7, Marketplace & New Layout)
January 11, 2016
Article
Vtiger is becoming one of the leading CRM ins the open source industry. In the last few years Vtiger improved greatly by releasing version 6.x, introducing marketplace, which already has over 100 Vtiger extensions & plugins. In addition, code.vtiger.com was introduced to allow developers to contribute to open source project and merge changes/updates to the core vtiger files. The year 2016 will be even greater! Vtiger has published unofficial roadmap in the developers community. Release of Vtiger 6.5 by the end of Q1 Bug fixes Greatly improved marketplace New features (we don’t have a list of new features yet). Release of Vtiger 7 by the end of Q4 of 2016/Q1 of 2017 New & responsible Layout New features/functionality (we don’t have a list yet, but we are assuming a lot of new features will be introduced with the new layout) Possible compatibility with PHP7