vtigercrm
Inspect, Anticipate, And Present Your Reports in VTiger
July 28, 2016
Article
“Reports” is a strong module and play a vital role in the success of your business, as it helps to maximize the productivity of your sales department. Reports enable sales team to collect data which is more critical to them just by going through the report and the hassle of checking thousands of the records is not required. On the top of that VTiger 7 Filters help you select the reports that are crucial to you in short span of time with convenience. How to Generate a Report First of all click the Report icon, located on the top right corner of the screen From the menu choose the Add Report option Stage 1. Details of the Report The first step of generating report requires you to provide some basic information regarding the report. This information can include Report name, Report folder, Primary module etc. The following image will show
VTiger’s Multiplex Project Management App Leaves No Stone Un-turned
July 25, 2016
Article
Project Management is a special discipline. In a well-run project, there is a constant array of management issues to deal with, as well as a challenging routine of project management processes. A survey conducted by Carnegie Mellon suggests that when organizations focus on their project management system, key performance significantly increases. Scheduling adherence rises 50%. Productivity can improve by over 60%. For the modern organization, the success of any project management initiative will be tied to tools they use. For financial and data heavy positions, spreadsheets still have a tremendous amount of value. But for centralizing and sharing information, fostering collaboration, and tracking productivity, spreadsheets are quite limited. That’s why you will need ‘’Vtiger’s Project Management App’’ to supplement your operations and reporting with intuitive tools. With the right combination of protocols and software tools, project management can engender significant cultural and operational changes that can propel your business forward.
7 Extensions To Boost Productivity Within vTiger
July 18, 2016
Article
Although hundreds of vTiger extensions are available on vTiger Marketplace, selection of suitable ones may require some time and careful thoughts. So we gathered a list of 7 vTiger extensions that can help you a great deal in enhancing the productivity and efficiency within vTiger CRM. These extensions make some very simple changes like adding buttons, displays etc. to standard and custom views. So you can avail the same interface while saving time and spare efforts. vTiger Quick Edit Automation is about everything at your fingertips, isn’t it? Or at least it should be. That is what vTiger Quick Edit provides. The extension leads the list by enabling a very simple “Pencil” icon beside every relevant field, pressing which triggers the Edit function. The sole purpose of vTiger Quick Edit is to allow modification of related records (1:m, 1:1), while working in a record’s Edit/Create view. For more
Develop And Design Attractive Documents With vTiger Proposal & Document Designer
July 17, 2016
Article
A number of tools are available in market to write a couple of pages, few chapters, or even books with basic to professional formats. But when it comes to craft versatile content like extensive proposals, sales orders, quotes, invoices, or executive subject matter in a style, selection of the right tool can be tricky. Searching for the perfect software is itself a tiring task, let alone the additional processes including email integration with the desired customizations. The problem was addressed at vTiger’s and the team came up with the ultimate solution in the form of vTiger Proposal & Document Designer, along with the capability of Electronic Signature. The powerful vTiger extension has the potential to nimbly design professional, mobile friendly documents and proposals right from the vTiger CRM in minimum time. You can create highly striking executive documents, pamphlets, proposal, etc. that are more anticipated to convince leads and opportunities.
For Sales Pipeline Management, Vtiger 7’s Kanban View Is The New Black
May 27, 2016
Article
Are you missing updates on a crucial deal just because there is no proper sales visibility? Are there any deals stuck in the sales pipe and you are not sure about the cause? Your sales pipe needs to be healthy in order to keep the flow streamline and hurdle-less. But with the classic systems, keeping tabs on deals in sales pipe is not so easy as pie. Moreover, there are several developmental stages of a deal that are needed to be observed. To ensure the perfect vision over the sales pipe and the health of it, Vtiger has developed and released several tools, all of their own kind, latest of those was Smart Reminders. Now, Vtiger 7 is pleased to be on the spot to announce yet another gizmo which doesn’t only offer X-ray vision of the sales pipeline, but also keep the sales reps updated and allow them to