VTiger Blog – News, Common Errors & Helpful Tips
VTiger’s Customer Portal
November 13, 2016
Article
Customer service is one of the most integral part of an organization. Unsatisfied customers mean a huge loss to business. It is the biggest reality of today’s business environment that only those firms perform well who cater their customers in the best possible way. “Courteous treatment will make a customer a walking advertisement” Customer satisfaction plays such a vital role in the business culture that some firms improve their customer up to the extent that it becomes a POD (point of differentiation) for them. Without a doubt, it is a potential area which can be turned into a competitive edge of a firm. The list of benefits of a satisfied customer is a long one, some of them are quoted below: – Excellent customer service yields repeated business, a satisfied one will do business again with your firm. – A satisfied customer will advertise your business, a positive word of
How Can You Form Effective PR (Personal relationships) And How It Will Benefit Your Business?
November 13, 2016
Article
What is PR? PR or personal relationship is a method using which business firms communicate with the people and media. The fundamental purpose of generating PR is to develop good relationships with the customers so that you can know more about what they need and then design your products accordingly. It is one of the tools that is widely used by companies for marketing purposes. Today I will guide you about some of the most common strategies for creating PR and what benefits it can offer to the organizations PR Tools that can Help your Business As I told earlier PR is one of the ways corporations use to create a positive image of themselves in front of general public. Here are some of the most commonly used PR tactics and tools: – Press Releases: Advertisements are not the only method using which brands create awareness about themselves. Press release using
Sales Reporting In VTiger
November 12, 2016
Article
Sales department is the soul of a business firm, they carry out the most important activity of a business which is selling the product and the services to the customers. Selling product to the clients is the most difficult phase of a supply chain. For an organization to remain successful in this competitive business environment, an efficient sales department is required and managing sales are one of the toughest jobs in corporate culture. For managing current sales and for forecasting future transactions, sales reports are required. Sales reports are the tools using which progress of business is communicated from sales reps to the CEO, CFO, COO of the organization. Why Sales Reports are Important There are numerous reasons because of which sales reports are so critical for a business organization. From managing the day to day sales activities to prospecting future annual sales, all is done using sales reports. Some
Subscription Module In VTiger
November 10, 2016
Article
VTiger 7 Acing in the Aspect of Subscription Based Model as well Business environment keeps on evolving; some business strategies became obsolete. On the other hand, some tactics gain the popularity. One of the most commonly used business models revolves around the subscriptions, in early days the tool of subscription was used by the magazines and newspapers. Customers have to pay a subscription fee in return for which the termly magazine is provided to them. Companies found this subscription model and started to incorporate it into their own businesses operations, now it is used widely in corporate sector, especially where services are offered (But it is not a hard and fast rule that uses subscription for services only, it can also be used for products). In simple words, in subscription business model, the user has to pay a certain price against which he can use the products or services offered
Market Segmentation
November 10, 2016
Article
One of the most prominent characteristics of well-performing business is that they know their customers better than their competitors. Well, knowing your customers can yield a wide range of benefits, from designing a better product to optimizing your sales and marketing campaigns. Another opportunity firms with greater knowledge about the customers can enjoy is market segmentation of their target audience with more efficiency and precision. An organization which properly segment their target audience can not only provide better services to their clients, but can also reduce the wastage of resources significantly. What is Market Segmentation? It is a technique which allows business firms to target the customer with appropriate products and services. This process involves gathering deep insights regarding what customers need and wants and then design your product accordingly. Today I will tell you about some of the commonly used approaches for making segments of the target market. It
An Introduction To VTiger’s Email Data Converter
November 9, 2016
Article
Email is an important part of today’s world. It is one of the most frequently used modes of communication. A huge range of tasks is performed using emails like submitting a math assignment to your university teacher, sending the quotation of your products to your client’s; everything involves the use of email now. There are a number of different reasons behind the popularity of the emails. The popularity of email can be determined from the fact that almost 205 billion emails are sent per day. Without a doubt, most of the emails people receive are of no interest to them and the percentage of useful emails to a person remains to be 30% (approximately) per day (for the active accounts). So this fact is established that emails are very important and one of the most common aspects of the virtual world. Emails in Business and CRM Business firms use emails
Some Basics About VTiger’s Module Builder
November 8, 2016
Article
Some of the needs of the business firms are identical like every business will have some contacts, will generate receipts, offer a product or service etc. But, ever business will be different from others in some aspects, for example, may be a business belongs to the tech industry, while the other is performing operations in FMCG sector. So, the requirements of both the businesses will be different and because their business model is not the same. Even if take a look at two banks operating in the financial sector, it is not hard to observe that although their product types are similar but not the same. So no one can deny that the need of every business is different. Diversity of a CRM Different CRM available in the market claim that can cater your all needs, but the reality is that if you purchase an ordinary CRM it will hardly
Significance Of Webforms And How Are They Useful In VTiger
November 6, 2016
Article
Forms in Traditional use When business firms interact with their clients’, one of the most commonly used methods is forms. The reason behind using forms is that they are very easy to use, yet the information collected through them is very precise and accurate. The usage of forms in business is diverse and very vast from banks to the telecom service provider. Almost every organization uses forms. For example, whenever you visit a bank for depositing money, they will provide you a deposit form. In which you have to put information like account title, currency type, account number, signature etc. So, one fact is established that no one can deny the importance and usage of forms in business firms. How Critical Forms are in Cyber World The next question arises; do, in virtual world, forms have equal importance? And do they yield same benefits? The answer to the first question
An Introduction To VTiger’s “Profiles” System
November 4, 2016
Article
Only those firms perform exceptionally well in this tough business environment which make great use of management hierarchy. Hierarchy also identifies the working boundaries and jurisdictions of people working in an organization. Within a firm, every bit of information is not exposed to all the members of the firm. The reasons behind this approach are varied greatly. Some firms follow the previously mentioned approach for privacy issues and some implement it with an aim not to overburden its staff members with excessive information. For example, the information regarding the financial of a firm is related to the accounts department only, so such information is exposed only to human resource related to the accounts department or the top management. This information will not be made available to the sales reps because they have nothing to do with. There is no need to make sales reps aware of the fact that how
What Did The Top Companies Do At The Startup Stage
November 3, 2016
Article
Growth is the sign of a startup of business; success or failure. There are many authentic case studies and researches for growing startups of successful business. Although no one can find everything 100% true but we are pretty confident about these stats. In light of these studies you should learn from these amazingly successful companies, to shape your thinking process and hopefully instigate you when it gets nearer to your business startup growth. So here is the review of few essential points taken from different researches about the fastest growing business startups globally. These can be a reference to get the correct method to build your own business. Product is Essential for Growth In all fastest growing companies, product experience is a common feature in all. A great user experience attracts more loyal customers of your product. Sustained growth is impossible without a good product. Growth is an Endless Process
VTiger Picklists For Information Management
November 3, 2016
Article
“Processed data is known as information” It is a very basic definition with which almost every one of us is familiar. Well, processing is the part which turns raw data into useful information and this processing also includes sorting of the data provided. The data which we came across to in routine life is of various types of numbers to alphabets, different languages, diverse symbols, etc. Same is the case with the corporations; a well-sorted data can act as a competitive edge for the business firms. Organizations are offering different products, which have different descriptions, different usages etc. So they should be sorted accordingly to make an impact on the clients. What is Picklist? When business firms offer more than one products, it means the price, placement, and promotion will also be different. To make a distinction among the products while managing them through CRM, the feature of Picklist is
Impact Of Psychology On Facebook Ads
November 2, 2016
Article
In recent years, it is a big challenge for advertisers to get more attention of customers on social media. Advertisement is all about psychology. In advertisement, advertisers use words, people, emotions, and images to influence target people that they need, want, and desire a company’s goods and services. Mostly advertisers have quick understanding of social media marketing tools that they use. Facebook gives small real estate to advertisers to post their ads and grab attention to customers. Creative writings and images are very important for advertisement. So be selective and careful when you create Facebook ads. Only throwing up images and some random content is not the correct strategy for business. The core idea of advertisement is to be thinking and visualizing your content to get more benefits with Facebook advertising. So there are some psychological techniques to make your ads more effective on Facebook to grab more attention of
An Overview Of VTiger’s Social Module
November 2, 2016
Article
Competition among the business firms is becoming fierce day by day and the speed of this changing business environment is more than ever. When a business environment changes, it means that several new players, numerous new tools emerge, and firms which fail to adapt to these changes are Gone with the Wind. In the past, a new business tool emerged whose importance is rising with every passing day and almost every organization is in pursuit of incorporating that tool in their businesses to raise their benefits and the name of that tool is social media. It is a platform which can impact greatly in the process of shaping the image of a brand in people’s opinion. The question arises what do social media offers that made it so lucrative for the business firms. While in past the most common point of interaction between the business firm and the clients was
5 Ways The Marketing Automation Can Help In Yielding Profits
November 1, 2016
Article
The first and very basic question that arises in minds when people heard about the term marketing automation is, what basically is meant by marketing automation? Well, automation of marketing related tasks in a business firm like electronic mails, social media management and other such operations is called marketing automation. No matter either you are a well-established corporation or a small business which is on the verge of scaling up, marketing automation is a process which can benefit your business to a huge extent. 5 Major ways of yielding incentives by using marketing automation are as follows Automate your emails for reaching your target market more effectively and efficiently Email is the most common formal medium of communication that is used by business firms. Organizations contact with their potential leads, clients etc. through email. You can save a lot of human resources and valuable time just by automating the process
How To Automate Data Entry In VTiger
October 31, 2016
Article
One of the most critical factors which can be used to determine how well an organization is performing is the quality of data they are sorting. Firms who are more efficient at gathering of quality data always have a competitive edge on others. Data entry is not only an integral part of a business firm’s but, it plays an important in every race of life like hospitals use the data entry to a very high extent. Well, data entry means inputting data into computers. Usually, it is a common point of view that data entry means recording data into the computer from the physical records. But, that is not the case, data entry means storing data into a system from any other systems like mobile applications, emails, internet forums and even physical records. One of the key features of a CRM is data entry, almost every CRM facilitates the data
An Introduction To VTiger – Zapier Integration
October 30, 2016
Article
When we look at real life scenarios, it is not hard to notice that only those people influence others more, who have great communication skills. Same is the case with business firms, an organization with superior communication setups yield far greater profits than ordinary ones. How better communicating process helps business firms? Well, there are numerous reasons behind this phenomenon, but I will like to quote some of those: A better communication process helps business to identify their needs more effectively and take decisions accordingly Good communication leads to comprehending the customer needs with more accuracy and then respond to them with product they want Effective communication model increases the productivity of employees and helps in maintaining better relationships among them Customer service depends on upon how efficiently firm’s representative can communicate with the customers, so in this regard organizations with strong communication image gets a competitive edge. We can
How To Use Hashtags Properly In Social Media Trends
October 30, 2016
Article
#Hashtags were introduced on IRC’s (Internet Relay Chats) for live chats and messaging. Twitter made them popular and these hashtags initially used in Tweet Chats. Tweet chats are open group discussion forum. The core of this tweet chat is still related to how marketers can use the #hashtags for marketing their goods and services today. What is a #Hashtag? Hashtag is a word, a group of different words with this “#” sign like (#Hashtags, #DigitalMarketing or anything can be). If you have more technical knowledge, you might know them as metadata tags. From marketers’ point of view, you would have known these tags as a way to engage with your customers. Use of these hashtags goes ahead of casual blocking of the tags into tweets & posts. On different social network platforms such as #Instagram, #Twitter and #Snapchat, the calculated hashtags marketing can boost your business impression, it can make
Social Media Marketing Strategies To Boost Your Business
October 29, 2016
Article
In recent years, online world has become essential for business growth. Social media, as a significant tool of digital marketing, is to increase your business growth, branding of goods and services. It has become a powerful tool for marketing and advertisement. There are strategies deploying which we can make online marketing more effective and useful and can engage a lot more targeted people for your goods and services. Here are basic elements for social media marketing strategies: Online presence on social media networks Social media is growing on. Facebook, Twitter, LinkedIn, Instagram, they are emerging with the passing time. Now they are a great way to expand your business growth. Other social media networks are making their grounds in pics and video content like Pinterest, Instagram, and Snapchat are emerging networks and grabbing more demographics. Create content as per social media platform Create content as per your selective media
Productivity Enhancements You Can Get By Integrating Office 365 With VTiger
October 29, 2016
Article
When we take a brief look at mighty corporations of current business culture, it takes no genius to notice that most of the successful companies collaborated with others and multiplied their power. The concept behind these collaborations is to provide opportunities to your customers which you cannot offer alone. This also highlights a fact that only for their valued customers, companies go to the extent that they team up with their rivals. This also shows the level of commitment organizations show for their customers and only steps like these yield great customer base and promising profits. Such collaboration features a huge range of famous brands like Sony-Ericson, Reebok-Marvel, Microsoft-Toot etc. “Alone we are smart, but together we are brilliant” This is the approach that VTiger 7 followed while allowing office 365 integration with VTiger 7. The aim which VTiger 7 is targeting is to provide best possible solutions to their customers in
Increase Your Marketing Campaign’s Success Through Email Subject Lines
October 28, 2016
Article
Email has become a very strong source of marketing nowadays. It is easy to access your customers and target market through emails. In emails, the subject line provides your readers a good start for your marketing campaign, so that line should be appealing and captivating. When people read the catchy subject line, they read the email right away because the subject lines matter a lots. It is the power of internet and email. There are lots of social media which came and went but email marketing has been and still a great mode to connect with thousands and thousands of people and it is easy to engage them and convert them into your audience. So it is very important to write a captivating subject line that attract your readers in large amount and get the email opened. So there are few helpful tips to create best subject line and grab
“Roles” An Exceptional Feature Of VTiger
October 28, 2016
Article
Determining roles are a crucial part of establishing any business, regardless of scale on which that firm is performing operations. Roles provide the basis on which hierarchy of a business is developed. Consider an organization in which there are no roles, from the concept it sounds very interesting. You are allowed to do whatever you want because there is no specific role attached to you according to which you must perform your duties. It is like a map is provided to you on which the treasure is marked, but you are not told about your position and the path you should follow to find the treasure. On paper you will say it is a better idea, you can make your own path etc. but reality does not work this way. Roles provide a non-materialistic foundation on which companies are built. Why Roles are Essential Part of a CRM Roles play
Customized VTiger Product Select/Search Popup
October 28, 2016
Article
If you are a heavy VTiger user – you are likely familiar with quotes, invoices sales & purchase orders. Within each transaction you can add/select products & services. The current VTiger functionality allows users to select either product or a service and execute a simple search. As this might be enough for a user who has very few records and is comfortable with one search criteria, however for heavy VTiger users, who live and breath quotes/invoices – they need a more sophisticated tool to lookup products. We were asked to customize VTiger product select popup and add the following functionality: Additional Filter by Vendor: In many cases, sales reps are looking products by vendor, and us adding the picklist with all the possible vendors – really speeds up the process. They can simply select the vendor from the list and the list will be automatically filtered. Specify QTY and Price: As
Important Components For A Successful Business Start-up
October 27, 2016
Article
Early few months are usually hectic for a new business, so always keeping a clear picture of key goals is very important. Even top entrepreneurs have already faced these situations on the early stages of their business. We have seen a lot of entrepreneurs be successful and a lot of them be unsuccessful. Entrepreneurs who succeed in their businesses have worked on few factors before launching their projects that we are going to discuss today: Need First one is Need, you should have clear image of the product’s need in market. Experience Second is Experience, you should have the capability and credibility to launch your business. Resources You must have all the needed resources to start up like people, capital, production, goods and furniture. Customers You should have prepared your expected customers list for buying your products. Model Your business plan should be appropriate, cost effective and well-designed from
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