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 collaboration channels and get help from your team members to solve the problem.
Improved communication
Collaborative tools help in enhancing the process of communication across the organization. Tools such as chat, instant messages, FAQ’s help in improving the communication between different team members
Collaborative tools in CRM systems
Most CRM systems provide some tools that can improve the collaboration process, same is the case with the Vtiger CRM system. Default collaboration tools provided by the Vtiger CRM lack in some aspects because of which VTExperts introduced different extensions that can improve the process of collaboration in Vtiger CRM.
Collaboration tools by VTExperts
Let us check some of the most prominent VTExperts collaboration extensions and there functionalities
Advanced Comments
This extension enhances the comments feature of Vtiger CRM system quite significantly. It adds up to two picklist fields to the comments section and allows the user to “categorize” comments added. Moreover, you can also highlight the comments based on different picklists values. VTExperts advances comment also supports rich text formatting. Following is a list of some of the highlighted features of advanced comments
Supports all Standard and Custom Modules
Converts existing Comments Widget into Advanced (Colors + Fields)
Fully Configurable Field Labels + Picklist Values
Comment Background is colored based on Picklist Value Setup
This extension helps users to send messages to each other for communication. Users can communicate via both direct messages and private groups. It also allows to creation of public channels/chat rooms. One of the most prominent features of this extension is that it allows to link a chat to a record. Some of the other features of chat tool are as follow
Enables VTiger users to chat in VTiger (works as IM)
(NEW) Ability to link conversation to any VTiger record
(NEW) 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
Mark Conversations as your favorite
Allows to Archive the Conversation/room (move to archived list)
Allows to Leave the Conversation (completely remove from the list)
Supports Document Attachments within Chat/Collaboration Board
Incorporate chat extension in you Vtiger CRM system and yield the benefits highlighted Here
Multi User assignment
In Vtiger CRM system, you have to create a group manually in order to assign a record to multiple users. Multi-user assignment extension develops groups automatically as you create a record. This improves team collaboration, as a record can be assigned to multiple users. Following is a list of key features of multi-user assignment extension
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 specifying field label in the configuration panel
You can check the Multi User Assignment extension Here
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 collaboration channels and get help from your team members to solve the problem.
Improved communication
Collaborative tools help in enhancing the process of communication across the organization. Tools such as chat, instant messages, FAQ’s help in improving the communication between different team members
Collaborative tools in CRM systems
Most CRM systems provide some tools that can improve the collaboration process, same is the case with the Vtiger CRM system. Default collaboration tools provided by the Vtiger CRM lack in some aspects because of which VTExperts introduced different extensions that can improve the process of collaboration in Vtiger CRM.
Collaboration tools by VTExperts
Let us check some of the most prominent VTExperts collaboration extensions and there functionalities
This extension enhances the comments feature of Vtiger CRM system quite significantly. It adds up to two picklist fields to the comments section and allows the user to “categorize” comments added. Moreover, you can also highlight the comments based on different picklists values. VTExperts advances comment also supports rich text formatting. Following is a list of some of the highlighted features of advanced comments
You can check the Advance Comments extension Here
Collaboration board/Chat
This extension helps users to send messages to each other for communication. Users can communicate via both direct messages and private groups. It also allows to creation of public channels/chat rooms. One of the most prominent features of this extension is that it allows to link a chat to a record. Some of the other features of chat tool are as follow
Incorporate chat extension in you Vtiger CRM system and yield the benefits highlighted Here
Multi User assignment
In Vtiger CRM system, you have to create a group manually in order to assign a record to multiple users. Multi-user assignment extension develops groups automatically as you create a record. This improves team collaboration, as a record can be assigned to multiple users. Following is a list of key features of multi-user assignment extension
You can check the Multi User Assignment extension Here
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