customize vTiger
VTIGER 7’S SALES REPORTING EMPOWERS CUSTOMER DEVELOPMENT AND SATISFACTION
March 21, 2016
Article
Sales managers impact the performance of an organization hugely. They can do so either by setting the quarterly sales targets, establishing a regional price, or setting revenue goals etc. Vtiger 7 has a whole new set of features Sales Report that generates pictorial representations of the historical data, which provide the key insights and profit yielding results. Vtiger 7’s custom report feature allows to obtain insights about sales process If your plans are to analyze how the key operations of the business are being performed, Vtiger7’s customizable reports, charts, and figures are the right tools for you. Regional sales can be managed separately with Pivot Reports. Bar and Pi charts aid in identifying the high performing sales reps as well as highlighting those who need assistance. The pictorial representation of data can contribute significantly to make profitable decisions and Vtiger 7 provides you with the best solutions in this
The Aspiring “Module Builder” Feature of VTiger 7
March 20, 2016
Article
Every business has different set of demands according to the nature of the business; one cannot think that the requirements of two businesses are 100% identical. So the Vtiger 7 CRM brings you a feature using which you can create a basic module depending on the requirement of your businesses and the nature of your dealings. Not only you can create a custom module but also you can design and add custom blocks and fields to your module. You can also develop a relationship of one custom module with the others. Note: Module builder can be availed in Sales Professional, Support Professional, and Ultimate Edition. Sales and Support Professional editions allow building 10 each, while Ultimate edition lets you create 25 extra modules. Sales Starter edition is required to be upgraded to utilize Module builder. Note: Only Administrators can create and avail custom modules. More about Modules and Relationships can be found in
Vital Role of “Roles” In a Company’s Success
March 17, 2016
Article
“Roles” play a significant role in determining the duties in real life business setups. Similar is the case of Vtiger 7. Like real life business situations, you can also design and assign roles to your workers according to your real life business hierarchy. It is one of the strongest features of the new CRM. Building a Role in Vtiger 7 Commonly used roles are built in the CRM by default; it contains the roles of CEO, Sales manager etc. It also provides you with the ability to assign identical roles. The role of a worker will determine what level of authority he or she possesses in the overall hierarchy of the business. Adding custom roles is easy: First of all click App Switch Icon located on top left corner Then select Settings And go into the User Management You’ll see the Roles Clicking on it will open an extensive list of positions. A “+”
Vtiger 7 And Office 365 Collaborate To Manage Your Calendars, Emails, And Contacts
March 17, 2016
Article
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
Vtiger 7 and Zapier Together Are The Ideal Way For Sending Data To The Most Frequently Used Applications
March 15, 2016
Article
Most, if not all, of the Vtiger 7 users employ several apps to multiply the efficiency. Like for accounting purposes, people use Xero. While on the other hand, sales personals will be using Join.me for communication. Sometime operation performed by one app is the prerequisite for the task which will be completed by another app. To aid you in every department, Vtiger7 also provides a feature by which it can be inter-linked with Zapier. This integration allows Vtiger 7 to connect with more than 400 apps of the other party. An example of this attribute is that whenever a person comment on facebook, an automatic lead is generated for each and every business card that is scanned by your sales force. Now we will take a hypothetical business of event management of mediocre size, and use apply this functionality. Hayway is an event management company and made good profits during
“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
Customizing vTiger CRM for Your Business
April 30, 2015
Article
Every business can benefit from having the right customer relationship management software. Unfortunately, many businesses settle for a standard installation that doesn’t really fit their needs. This results in data management that doesn’t always work. vTiger CRM customization helps make your business more efficient so you can grow your sales without wasting time. vTiger CRM Customizations Improve Efficiency Although vTiger CRM is a powerful platform, it doesn’t do everything you want out of the box. Since your business is unique, you need custom solutions that work for you. With a few customizations, you can improve all your processes and get closer to your goals. Just about everything within vTiger is fully customizable, from the look and feel to the most advanced functions. You can customize account settings, fields, automation, data organization, and much more. Whether you want to add new fields, configure outgoing emails, organize your data and