vTiger
3 Vtiger Extensions To Fortify CRM Data Security
June 30, 2016
Article
Vtiger’s aims and objectives have never been lesser than providing the best possible outcome to users. And when you rely upon us with your valuable information, we make sure to keep it secure and safe from every possible threat out there. That’s why we designed some really effective tools to keep the security at best. In this article, we summoned up a list of three security extensions by Vtiger that can eliminate and avoid any potential threats to your data. Enhanced User Security There is a renowned quote, “You catch more flies with honey than you do with vinegar”. Likewise, the sensitive information in your CRM attracts more threats as your business grow. Vtiger’s Enhanced User Security is the extension that ensures a strong defense against any potential invasions. With carefully designed and professionally employed features of this extension, the possibilities of getting hacked are eliminated. The login security extension
Explore The New Opportunities With Vtiger Extension For Thunderbird
June 23, 2016
Article
If you and your organization use one of the best email manager Mozilla’s Thunderbird, there is a great deal of options in Vtiger 7 for you. Vtiger 7 Thunderbird extension allows attaching emails to leads & contacts, import/export contacts and create records in Vtiger CRM from thunderbird. Limelight Features The information between Vtiger CRM and Thunderbird can be easily harmonized with Thunderbird extension of Vtiger. With this extension, you can: Attach Emails Create new contacts Create new leads Import/Export contacts Add new contacts or leads from thunderbird address book to Vtiger database And lot more. And all of these features can be availed without even the necessity to log in to your Vtiger 7 account. Learn more: Our new extension Corrensa is available with same features for Gmail, Outlook, and Office365. Thunderbird Extension’s Services The extension is designed for high tech business email administration and its features are not limited
Integrate Twilio With Vtiger And Avail Its Complete Functions In The CRM
June 21, 2016
Article
Twilio is a cloud communications tool that allows software developers to programmatically make and receive phone calls and send and receive text messages using its web service APIs. But if you have opened this article specifically because of the name of the tool, you’d probably know it. In this guide, we’ll take you through the tour of setting up phone calls with Twilio in your Vtiger 7 CRM account. Note! This feature is available in Sales Professional, Support Professional and Ultimate Edition of Vtiger CRM. Setting up Phone Calls with Twilio Twilio Account First things first; visit the Twilio website to get an ID for your company. All the necessary documentation about the Twilio sign-up has been provided. Install Phone Calls Module in Vtiger 7 The Phone Calls module is not installed in Vtiger 7 by default to avoid complexity. The process to get the module from Vtiger Extension Store and install is quite simple:
“My Preferences”; The Pack Of Customizations For Vtiger 7’s Users
June 17, 2016
Article
We all can agree that versatility is the future. But it’s present too. Your CRM users would surely appreciate some control and customizations, and with Vtiger 7 that is exactly what you can provide. The CRM is not merely customizable for you, but the users can update their personal information using My Preferences. We designed this tutorial to give you better understanding. The customer information can be updated by: Clicking on the User Namein the top right corner and selecting My Preferences Then by pressing Edit, will allow to update the details (the fields are discussed later in the article) Do press the Save button in the end. Note! Shift the view to narrow (or wide view): Switch to compact listings to see more rows and reduce scrolling. You can now configure the width by clicking on drop-down in the upper right of My Preferences page. This setting is available for all list views and details
Vtiger’s Subscription Module Covers The Entire Client-Company Payment Process
June 15, 2016
Article
The Subscription module has broad compatibility range. Consider a cellular company that bills customers on daily, weekly, monthly, and quarterly basis. The final bill is generated after the inclusion of calls, SMS, data usage, value added services, and tax for the whole month. Now, that is a very complex task, as call charges are to be calculated every call, and same goes for all other services. Calculating the bill for the whole month usage of one customer is itself tough enough, let alone managing millions of subscribers. Vtiger 7’s Subscriptions module is an exceptional tool to manage invoice relevant and payment processing problems. With this tool, the whole process including invoice generation to payment management can be automated, saving thousands of precious hours per month. Note! This feature is available only in Ultimate Edition of Vtiger CRM. Installation of Subscription Module First of all, Subscription module is needed to be installed from the
Your Email Conversations Can Be Mirrored Into Vtiger With These Simple Plugins
June 10, 2016
Article
Online markets are flooded with email clients, and we cannot deny their necessity. Also, every client is fulfilling the needs of a fair amount of organizations. You’ll have one too. But there is more to Vtiger’s email manager. With Vtiger 7’s email manager, communications with customers, from basic to elite level, are handled more efficiently. Keeping track of sales and support groups gets way easier, as all of the emails your team send or receive are channeled through your CRM’s own client. Moreover, it is the simplest way to bring all of the communication to a single showcase. It is undebatably an essential requirement of a firm to observe all of the email conversations of sales and support teams. Vtiger’s email plugins let you archive all the emails in conversation stature, so the discussions about deals and services are open to anyone with the access. All of the emails can
Paypal Merchant Account Configuration In Vtiger 7
June 5, 2016
Article
Vtiger 7 is fully customizable and comes with many extensions and integration options. Now our think tank is exactly aware of users’ demands, and we are not forgetting the need of Paypal merchant account integration. So we designed this guide to describe how to configure a Paypal merchant account in the Payments module. The Paypal Digital Goods Checkout payment method is the solution that enables a user to accept payments via secure Paypal gateway. To receive payments online, you will have to own a functional Paypal Business Account. Paypal merchant account configuration in Vtiger 7 CRM is not a rocket science: First of all, click on the Menu icon Then browse the Settings and look for Inventory Then select Subscriptions There you can add a new gateway with the help of +Add Gateway button A popup named “Configure Merchant Account” will appear demanding the basic details and credentials required for the login.
Coalesce Gmail, Outlook, And Office 365 With Vtiger Using Corrensa
April 12, 2016
Article
There are a number of ways to customize emails. Many tools let you login with your credentials and bring the sent, received, draft, and trash sections into the software. And there are systems that let you manage your email services in productive manners. Vtiger itself is packed with features that take your business to another level. Making new contacts and leads, creating cases, predict new opportunities, keeping contacts histories and lot more can be accomplished just upon the arrival of an email. But there can be a number of reasons to avail all these facilities through your own favorite email client. What if I told you that you could enjoy all of the Vtiger’s features right from your Gmail, Outlook, or Office 365 interface? Yes it is possible, and the solution’s name is Corrensa. Corrensa is an extension/plugin for your Gmail, Outlook, and Office 365, that gives you the capability
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,
Predefined vTiger Quotes, Invoices, Sales Orders
May 11, 2015
Article
With vTiger CRM, you have the ability to do more with your data. vTiger allows your business to automate processes and generate quotes and invoices with amazing efficiency. In order to take full advantage of vTiger’s capabilities, you need to be able to use predefined quotes, invoices, and sales orders. Save Time and Money with Predefined vTiger Quotes, Invoices, and Sales Orders If you’re still creating quotes, invoices, and sales orders individually for every request and transaction, then your business is wasting a lot of time. Instead, you need to start using predefined sales documents to speed up these processes and improve your customer interactions. Predefined vTiger documents are the most efficient way to respond to your customers. You have the ability to create templates that you can quickly select to speed up your interactions. Your customers will be impressed with your speed, presentation, and accuracy. Your sales
vTiger Monthly Support Plans
May 9, 2015
Article
In order to run a successful business, everything has to perform as planned. You don’t have time to worry about whether or not your CRM software is working correctly. Your business uses vTiger CRM so you can have full control over the collection and organization of your data. In order to make sure vTiger is meeting your needs month after month, it’s wise to invest in a monthly support plan. vTiger Monthly Support Plans Help You Stay On Top There are many things that can go wrong with your CRM, and unless you have an expert on your team, this can cost you thousands of dollars and lots of time. With a vTiger monthly support plan, you don’t have to expend your valuable resources trying to troubleshoot these problems. A vTiger monthly support plan offers a host of benefits to help your business stay on top. You will get
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
Release the Full Power of vTiger CRM with Custom vTiger Extensions
April 28, 2015
Article
If you want to get the most out of your business, you need the best in customer relationship management. The vTiger CRM suite is one of the most powerful ways to keep track of all your leads, sales, and customers. However, it doesn’t always meet your business’s needs right out of the box. In order to get the full power of vTiger CRM, you need to have the right vTiger extensions. vTiger Extensions Help You Do More Every business has unique goals and different ways of operating. That’s why a standard vTiger installation often won’t give you everything you need. With custom vTiger extensions, you can turn your CRM into an individualized platform that will improve your efficiency and grow your sales. There are a wide variety of vTiger extensions available to help bring your CRM up to speed. vTiger extensions allow your business to integrate other programs into
vTiger Product & Service Lookup
April 24, 2015
Article
When it comes to quotes and orders, your business can’t afford to make any mistakes. You also can’t afford to waste any time. You’re already using vTiger CRM because of the power it gives you to organize all of your leads and sales. In most cases, a standard implementation of vTiger just isn’t enough to get the job done. Even the slightest mistake in an order or quote can cost your business a ton of money. Creating accurate quotes takes up a lot of time and energy. Fortunately, vTiger Product & Service Lookup can improve the process and help you get the most out of your CRM. Improve Accuracy with vTiger Product & Service Lookup vTiger Product & Service Lookup is designed so you can create more accurate quotes, invoices, and purchase orders in less time. This powerful extension lets you find products and services easily without navigating elsewhere or
vTiger Document Preview
April 22, 2015
Article
Today’s business world moves at the speed of light. If you want to get the most out of your company, you need to be able to keep up with the pace. That’s why you use vTiger CRM in the first place. However, if you are still handling your documents the old-fashioned way, then you are wasting valuable business time that could cost you money and customers. The ability to preview your documents before sending them to your customers or team members is vital to the efficiency of your business. If you don’t take the time to look over your documents and check for mistakes, you could end up losing your sales. In a standard vTiger installation, you need to download or open each document outside of the system in order to look over it. This takes a lot of extra time and wastes precious company resources. It’s time you start
Improve Your Data with vTiger Google Address Lookup
April 20, 2015
Article
Having accurate data is essential for maximizing your business potential. If your vTiger CRM data is filled with errors and inconsistencies, then your customer relationships could suffer. One important aspect of your CRM data is having the correct address associated with the correct customer. When the address is outdated or inaccurate, then you may end up losing sales or shipping a product to the wrong person. Manually checking and fixing all of your vTiger CRM addresses can be a big pain. Your business can’t afford to spend the time on these manual checks that will inevitably result in more errors. Luckily, this process can be automated to meet your needs. Accurate and Instant Addresses with vTiger Google Address Lookup With vTiger Google Address Lookup, you can ensure the accuracy of all your customer data. This powerful extension will automatically check addresses with Google Maps and update when necessary. Having all