customize vTiger
Outlook And VTiger Data Synchronization
January 3, 2017
Article
The current business environment is very much dependent on technological advancements, with every new morning a new tool is offered to the business community to enhance their operations and the only factor behind these discoveries is the rapid growth of the technological sector. One such tool offered by the technological advancements is electronic mail a.k.a. e-mails. It is equally beneficial for personal and organizational use. When we look at organizations email has evolved from a communication tool to management tool. As in the past, the only purpose of the email was to communicate, but now firms use it in different innovative methods as a managing tool. Now question is that how important emails are to us? To answer this question, I would like to state some facts i.e. If you want to create an account on a social network you need an email, if you want to register for any
Importance Of Electronic Signing And Integration Of DocuSign And VTiger
December 30, 2016
Article
Sometimes only because you forgot signatures, huge opportunities are missed. For example, you need a signature from the client at three different spots, but he or she missed one spot or the signature made by the client is not according to the standards, etc. Imagine your firm is forming a partnership with another organization and you are acting as a representative of your firm. If you need a document to be signed by the other firm’s representative the normal procedures involve that you will send that document to your partner via traditional mail and get it signed or another option is to send him a fax and get a manual sign on the document. All these traditional methods take too much time, which can be invested in some other organizational building activities. The solution to this problem is Electronic signing, this is a much-needed state of the art high-tech solution
Reports In VTiger
December 29, 2016
Article
With the change in the business environment, the process of developing and presenting reports is also advancing at a rapid speed. About two and a half decades ago, hand written reports were used to communicate with the stakeholders of the business firms about the progress of a company. Now reports are developed and presented using assistance from the modern day technology and Microsoft word usage is one of the biggest examples of integrating computers in report developing. Another aspect in which the progression regarding the reports can be witnessed, is their transparency and speed of delivery. Every single business firm working in current business culture is pressed to show significant improvements in their reporting systems. The reason behind giving so much priority to business documents and reports is that they show the face of the firm to the concerned people and through them, specific information about the organization is exposed.
Importance Of MailChimp And VTiger Integration
December 29, 2016
Article
Emails are essential for business firms as they fulfill a range of different purposes. Traditionally, companies used emails only as a communication medium and incorporate in in their business as a means of sending and receiving reports. But from last three decades organizations are using it for performing different functions and one of the most popular activities for which emails are being used currently is to market products and services. Some people argue that usage of social media for marketing purposes will take over the email marketing. But, most of the business professionals deny this opinion and show their support towards email marketing. No matter how old it gets, Email marketing will still be relevant – Paras Arora Using emails to market your product and services comes with a long list of advantages like extended reach to target audience, low-cost mode of communication etc. Just to give you a
Uses Of VTiger Project Management App
December 22, 2016
Article
“First, have a definite, clear practical ideal; a goal, an objective. Second, have the necessary means to achieve your ends; wisdom, money, materials, and methods. Third, adjust all your means to that end.” – Aristotle The above mentioned is a famous saying of one of the most influential people in the history. If we consider this saying from the spectrum of modern business practices, it is not hard to notice that modern project management shows a glimpse of it. Planned activities always show more accuracy and enhanced result as compared to random and unplanned business operations. Project management is a concept which from its emergence up to now is showing a constant increase in popularity. More and more business firms are making use of it to improve and enhance their operations. So the question arises what is project management? In business terms, it is the art of managing projects and
Introduction To VTiger Proposal And Document Designer
December 21, 2016
Article
Documents are important part of business culture, the benefits they yield are countless. The nature of business documents is different from ordinary documents. Business documents are not just a mere piece of writing, in fact they gave a glimpse of the business firm. These documents tell the story of business, where it comes from, what are its future intentions and how determined the firm is in attaining its goals. Contracts which you form with other parties are not just mere documents actually, they are opportunity windows which act as a gateway through which you can expand operations of your firm to a whole next level. So, do you want to design these contracts like ordinary documents? Obviously, your answer will be NO! Most of the communication you do with your customers, suppliers, logistics etc. involves more documentation as compared to the physical interaction. So these stakeholders judge your professionalism by
Advantages Of VTiger & Thunderbird Integration
December 20, 2016
Article
Emails are an important part of business operations and no one can question their significance. They are equally famous among individuals and businesses. Personally, we use emails for communicating with others. With the passage of time significant evolution can be seen in emails. Like when it started, you could only send a written message using email. Now email is equipped with features like CC, attachment and filtering etc. Due to such development in emails. Same is the case with the purpose of emails, initially the only reason of sending emails was to communicate with individuals, but now firms are using it as one of the most effective marketing tools. Following are some facts related to email to make you aware of its significance: There are 4.6 billion email accounts created worldwide Daily 212 billion emails are sent and received related to business purposes Business-related emails sent and received by a
“My Preferences” Section In VTiger
December 16, 2016
Article
Capturing new customers and retaining old once is one of the biggest hurdles faced by business firms in the current business environment. Firms are becoming more and more competitive and they use the element of innovation to distinguish their products from their rivals. Companies are using a diverse range of innovative strategies to market their products one of such strategy is to allow customization as per the client’s preferences. The first and foremost benefit of allowing customization according to customers or users preferences are to create a sense of care. Secondly, it creates a sense of involvement among customers and employees of the firm. When they are allowed to change and alter things in accordance to their will they feel that firms do not treat them as an employee only, in fact, they feel like a family where their opinions are given preference. When we look at customization from customer’s
Email Data Syncing Extensions For VTiger
December 14, 2016
Article
Communication is the soul of the current business environment, firms which excel in communication can interact with stakeholders more efficiently, thus they enjoy greater profits as compared to the firms whose communication process is ineffective. With the passage of time companies are introduced to more and more new tools which assist in making the process of communication effective. The list of such tools contains chatrooms, instant messages, discussion forums, blogs, video conferencing etc. But, the tool which has a most impact both in terms of professions purposes and personal purposes is electronic mail. Due to its adaptability to the situations emails are equally famous among business organizations and individuals. When we look at the business culture emails are used by the executives like CEO of the company to the clerical staff also make use of them for communication purposes. No matter a staff member is working for the organization from
Features And Benefits Of VTiger’s Subscription Module
December 13, 2016
Article
When we ask about what are the most important elements of a business firm from market experts, Product, promotion and marketing are the most common answers you will hear. Today I will like to highlight another very important element of a business firm which is billing. If your customers are not happy with billing facilities and terms of payment, then eventually they will switch to your competitors. Usually, criteria which customers use to evaluate the billing procedures of a company contains fairness of billing, checking the history of payments and ease of making payments. If these elements are missing from your billing methodologies then expect a poor customer response both in terms of your product usage and feedback. We live in a digital world; business firms are customizing their operations in order to cater their customers in more effective manner. Same is the case with billing plans, some customers want
VTiger And Twilio Integration Explained
December 12, 2016
Article
The mobile phone is an invention which changed the face of communication process, it became an integral part of routine life and it is used by millions of people for interacting with each other around the globe. Mobile phones eliminate the concept of location and distance from the communication process. The invention of Smartphones completely changed the face of the game, the features smartphones offer very diverse yet very effective. You can check and reply to the emails using smartphones, you can even attach files and send them. You can also use applications like WhatsApp Viber to send files and photographs. In short, the usage of the mobile phone became very extensive with the emergence of smartphones. The efficiency of mobile phones is not limited to the casual use only, it is one of the most potent tools when it comes to its usage in the business environment. When we
Synchronizing Google Contacts And Calendars With VTiger
December 8, 2016
Article
One very common practice that we can find in every successful business is that they carry out their tasks in a timely manner. No matter the tasks involve delivery of products on schedule or meet the product manufacturing deadlines, if it is done on time then it will definitely increase the value of your business. Punctuality of time is very important, but at the same time, saving hours is also of one of the utmost priorities of the people who want to succeed in their lives. Managing your schedule is one of the most difficult tasks, especially if you are handling business related tasks. If you show an exceptional performance in regard to time management, surely it will contribute in your business dealings as a positive aspect. “Timely service, like timely gifts, is doubled in value” – George MacDonalds So, make sure to realize the potential of tasks
Benefits of Integrating Tally With VTiger
December 7, 2016
Article
Making sales is not the only task to be accomplished while running a business. One of the most important back-end operation is keeping the books updated. Bookkeeping is practiced from ancient times and with the passage of time it has witnessed a great deal of development. The purpose of bookkeeping is to make sure finances of a firm are maintained. In the past, manual data entry systems were used for the purpose of bookkeeping. But, as workplace operations witnessed advancements, the process of bookkeeping is also automated using software. Manual Bookkeeping is one of the most difficult businesses related operations and encounters far greater errors as compared to any other business-oriented operation. “It would be a bookkeeping nightmare to do this on paper and pencil every month” – Jason Sorenson VTiger 7 CRM Understanding your Problems VTiger 7’s mission is to facilitate its valued customers in the best
An Introduction To VTiger Gantt Charts
December 6, 2016
Article
Competition in the current business era is so intense that you cannot achieve greatness by only working hard, you have to Work Smart! Perform business related tasks in a smarter way in comparison to firms that are competing with you. For example, mason does one of the most difficult jobs on the planet, but does he get the wages in accordance with the hard work he is putting in? The answer is a big NO! Although the amount of money he is earning also depends on the factors like education, opportunities etc., but, as far as we are concerned with the hard work, only mason is not very fortunate, even putting so much hard work he hardly manages to make living out of it. “Working hard and working smart sometimes can be two different things” – Byron Dorgan Same is the case with business practices, only working hard cannot yield
VTiger And Office 365 Connector With Some Important Tips
December 6, 2016
Article
We live in the era of technology, from the process of communication to the common household chores, everything is benefiting from advancements in technology. Now we can control most of the household appliances using our mobile phones. Like we can adjust the angles of our bed using mobile devices, we can control the room temperature, we can automate our washing machines using remote controls that use special applications. The aim of this rant is that technology is doing wonders in every field of life and business is one aspect of life which benefited from technological developments most. If we compare current business environment with a decade old corporate situations, it is not hard to notice how technology has changed our ways of doing business. The computerization of regular business tasks involves extensive use of one specific application and that application is a part of every business firm, no matter it
Integrating Paypal Into Your VTiger CRM
December 2, 2016
Article
Business firms which embrace the power of online selling and offer their products to the customers using the internet, enjoy a competitive advantage over those firms which are selling the same products using traditional means. Some companies build their point of differential on the basis of online selling and yield high returns. There are a number of different methods that are used for paying online bills. When these whole phenomena of making online payments started, the first most widely used method was the paying through credit cards. Although credit cards are still in use, but there are some threats associated with it which are still present. For example, in the case of credit cards, cyber theft is a very common risk faced by credit card users, a countless number of cases are seen where hackers used details of someone else’s credit cards to make online purchases. Method Offered by VTiger
Tax Calculation In VTiger
November 30, 2016
Article
When a firm is carrying out its business operations in a country, it is the legal obligation of a company to pay the taxes according to that country’s constitution and law. There are several direct and indirect stakeholders that are affected by the operation of a company. List of direct stakeholders consists of customers, suppliers, distributors etc. And the list of indirect stakeholders comprises of the environment, general public, government etc. The government is an indirect stakeholder but is affected by the business firms and in return of facilities provided by the government companies have to pay something in financial terms to the government and that is where the concept of taxations comes. Using tax collected from firms and individuals government fund program for a better lifestyle of their citizens. “I like to pay taxes. With them, I buy civilization.”
An Introduction To VTiger Kanban View
November 29, 2016
Article
What is the purpose of a business? Why do we market products? What benefits does customer service yield? Why firms spend large amounts on improving their distribution channels? The answer to all these questions is that the firms invest resources, in all other business related operations only to increase their sales. So, we can say all the operations a firm is performing revolves around sales. Because it is the area where the firm makes the profits for its shareholders. “To me, job titles don’t matter. Everyone is in sales. It’s the only way we stay in business” -Harvey Mackay The sales department is the backbone of profit making and plays
Setup VTiger Customer Portal On Your Website
November 28, 2016
Article
No one can deny the power of good customer service, business firms are yielding high profits only because of their exceptional customer service while offering the same product quality as their competitors. A good customer service can impact your customer perception about the product and has the power to enhance the image of your offering to your valued clients. It is an aspect of business where a little input can do wonders and you can easily surpass the expectations of your clients on a positive note. “Customer service is an opportunity to exceed your customer’s expectations” – John Jantsch, president at duct tape marketing While designing customer service programs, make sure to incorporate enthusiastic and motivated human resource in this department, because HR matters more than financial resources. Invest in your customer service and witness the wonders happening. Vtiger 7 Customer Portal Champ of Customer Service in Virtual World
VTiger Forecast: An Introduction
November 25, 2016
Article
The business environment is becoming more and more intense day by day. So, to stay ahead of your competitors business firms have to anticipate things like sales, raw material, labor force etc. Companies which fail to forecast correctly not only face serious pressure from competitors, but sometimes also encounter disappointment from their suppliers and distributors. To broaden your view, some of the most important benefits of forecasting are given below: Financial Estimation Forecasting helps in determining your financial needs, it helps to estimate how much finance you need to put in your business to achieve the desired amount of revenues. But, the point that should be taken into account while forecasting is to make it realistic; superficial estimation of future purchase and sales yield is not good. Cut down Expenses A good prediction about future business operations can save a firm from a lot of expenses. Like the company will
Features Of VTiger Email Templates
November 24, 2016
Article
In recent marketing tends, emails emerged as one of the most strong marketing tools. From a simple business dealing in one commodity, to a multinational corporate giant that offers a diverse range of products, everyone is benefiting from emails. The reason behind vast usage of email as a marketing tool is its benefits; some of the prominent advantages include its cost effectiveness; you can reach a wide range of audience using it; distances do not matter while using emails etc. There are also some drawbacks of using email, like most of the people do not even bother to open the email and delete it. To tackle this problem marketing personnel should design an attractive subject for emails. One strategy in this regard is to design customized emails specifically for the recipient. If you get an email in which you are addressed with your name rather than just a typical respected
Specs Of VTiger’s Customer Portal
November 23, 2016
Article
If we look at the past customer service trends, the normal behavior of firms regarding customer service was to develop a separate department whose duty is to cater customer’s queries and complaints. But, with the developing business culture, we can witness a major shift in customer service practices. It is considered to be an attitude rather than a job formality. Customer Service is not a Department; It is an Attitude On the customer side buying behavior is also very complex nowadays. They consider a number of different aspects before making a purchase and customer service is one of them. Take a look at the telecom industry; Samsung and HTC two mobile manufacturing giants provide almost same features on their cell phones. But, while deciding which phone to buy, customers give good enough weight to their customer services. Same is the case if we compare Thai airways and Emirates, a big
VTiger 7 Currency Manager
November 22, 2016
Article
The most important development of the 21st century is globalization. This phenomenon made the world a global village and the constraints of its development did not remain restricted to social contact only, it also revolutionized the way people do business with each other. People started to embrace the power of the internet and started to incorporate it in their business dealings. They not only used it to communicate with other parties across the globe, but they also started to sell their products in more than one country, directly to the customer, without involving any third party. The term E-business is formulated on this basis it means conducting buying and selling of products using the internet. While expanding their business in other countries, people faced many serious problems and one of them is currency conversion. Imagine what could be more frustrating than losing a client only because he is willing to
VTiger & Xero Integration: A Strong Foundation For A Company’s Accounts
November 18, 2016
Article
Financials and accounts are the backbone of a business, its importance can be determined from the fact that every business needs accounts reporting and check n balance. Well-kept financials can help a business firm in a number of ways. For example, managing the cash flows of the firm, from where they are earning and the points where they are spending. Forecast about how any units you will sell in the future is determined by evaluating the revenue and sales of past years. The story does not end here; accounts can also be used to manage internal affairs of a firm. For example, using an accounting software to estimate how much tax your firm will pay this year, or what percentage of the total amount will be paid as direct and indirect tax Calibrating wages, or the distribution of bonuses can also be done using such softwares. Accounting and CRM To
VTiger 7’s Workflow: An Introduction
November 16, 2016
Article
The competition among the business firms is very intense, because of this very reason, firms do not let go of any opportunity that can benefit their business no matter how small that change is. The gap between market leaders and tier 1 business corporation is not so vast, they are alike in regard to human resource, marketing budget, partnerships etc. The things which differentiate market leaders from the rest of the firms are tiny tweaks that they brought into their operations and because of those small improvements they enjoy competitive edge. One of such tweak is automating the process and creating workflow is one of the finest examples related to this ideology. Why spend your human resource on a task which your computer can perform? Why don’t you use that human resource in doing something more constructive for the business? I think all of us know the answer to these