vtiger 7
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