VTiger Blog – News, Common Errors & Helpful Tips
VTiger Mail Converter Customization
October 27, 2016
Article
Mail Converter can be a very powerful tool if configured properly. It is capable of creating records such as leads, contacts, organizations and tickets. In addition, it can be configured to automatically link all the correspondence(emails) between the VTiger user and lead/contact/organization. It is also widely used by support department. Mail Converter can update existing and create new tickets, add comments and trigger notifications. In addition to all the standard VTiger Mail Converter functionality described above – we customized it to make it even more powerful. Here are a few custom rules/actions added to Mail Converter to accommodate custom business processes: Create Quote: The customer wanted to automatically create a quote as the email comes in. There were few special conditions, such as – who the sender/subject was and based on that – we automated quote creation from the email. Don’t Create Document: We added a trigger to allow the system
Accounting System Integration In VTiger
October 26, 2016
Article
Effects of Accounting Systems on Business Accounting systems are an integral part of business firms, from a small scale business like a bakery service operating at a local shopping mall to high-end Multi-national Corporation, all of them require an accounting system to streamline their operations. These accounting systems not only help you with cost management, but they also influence a positive impact on your value chain. On the basis of data collected by these accounting systems, future forecasts and financial reports are generated. This clearly shows the sheer power of an accounting system and how it can play a vital role in maximizing the profits of your business firm. Accounting Systems and CRM You can imagine the potential of a good accounting system from above-provided information and you are no alien to the sheer strength of a good CRM like VTiger 7. Now it is time to embrace, witness and
VTiger Custom Filter Permissions (Assign Filter to Group/Role/User)
October 26, 2016
Article
Filters in VTiger is most likely one most of most commonly used features. It allows you to create lists with different columns, sort and filter records. Current VTiger functionality allows filters to be set as default, listed in metrics and set as public. If you “Set Filler as Public” as public – it will be available for everyone to use it. In some cases not all filters would apply to all users and to accommodate that we customized VTiger filters to be assigned to certain group, role or an user. This allows system/department administrator to create filters and assign them to people who need to access it, without cluttering other users filter list. For any VTiger customization requests – please contact us via email or phone.
VTiger’s Service Level Agreement (SLA) For Customer Care
October 24, 2016
Article
“Being on par in terms of price and quality only gets you into the game. Service wins the game” – Tony Alessandra This quote clearly shows you the power of customer service. Whenever a customer finds some difficulty or fault in your product, the people whom he or she contacts belong to customer service department. If customer service fails to respond to the queries of a client, what impact you think they would get from it? The answer is very simple they will stop doing business with you, they will not recommend you to their friends and associates. Moreover, it will cause a negative word of mouth regarding your product. Do you think in the current business environment you can take this much risk? When the competition is skyrocketing? Obviously not. What is SLA SLA is a term with which even most of the people using a CRM are not
Force to Enter The Reason When Deleting VTiger Record
October 24, 2016
Article
It can be frustrating when you find out that the record has been deleted from VTiger without any reason. That happens more than you would expect – user might delete the record by accident or even worse – a wrong record. To deal with such issue we came up with a solution that forces the user to enter reason as the record is being deleted in VTiger. The record cannot be deleted, unless a valid reason is specified. Such customization really helps to stop and re-think if that’s the right thing to do. This just one of many VTiger customizations that we did. Please send us an email at support@vtexperts.com or call us +1 (818) 495 – 5557 if you need any assistance with VTiger.
VTiger’s Multi-Channel Communication Support
October 23, 2016
Article
“Effective communication is key to high performing business” Communication is the heart of a business. Firms that fail to communicate with their clients effectively should not expect good profits at all. Well, just take a look at the whole sales process; right from the start when you engage a client by telling them about your product, the process of communication is started. If your communication skills or communication modes are not up to the mark, you will fail to attract and satisfy them. Now take a look when the process of negotiation is taking place between you and your customer; again communication is considered to be an important aspect of the whole deal. Finally, when its customer’s turn to provide feedback about the product, the communication comes into the game again. So this shows modes of communication play a vital role in the success of any business. Just to give
How To Create A Professional Business Model
October 23, 2016
Article
To create a great business model is not all just completing your business plan or to determine which product to chase. But it is about mapping out how you can create ongoing value to your valuable customers. That is the reason the most practical entrepreneurs focus hard on producing innovative goods, but somehow they forget that a well-designed plan does not transform into successful business automatically. An immense business model requires an equally well-designed model, with the affordable price, messaging and targeting to the right customers to keep the business dream alive and rising. Right business model requires the same conscientiousness as designing the right goods, but skills and approach should be different. That is the reason mostly investors prefer that two co-founders are often better than one. With this one focusing on technical side and the other one focusing on defining and developing business model. These two important
VTiger Filters To Organize Data
October 23, 2016
Article
The world we live in is the world of data, only those can prosper in current era who possess accurate data. In fact, data is emerging to be a stronger tool as compare to any other lethal weapon, people who underestimated the power of precise data in the current business environment faced serious challenges while carrying out business operations. So we should admire the power of correct data and make efficient use of it so that good profits for the business can be yielded. So embrace the power of data and make operations of your business more precise and to the point. Following is a famous saying by Carly Fiorina “The goal is to turn data into information, and information into insight.” This shows how data can change the perspective of the whole business VTiger 7 Filters Empowered by Custom Filter Designing We are bombarded with data in routine life,
3 Marketing Emails For e-Commerce Sales You Should Start Sending Today
October 21, 2016
Article
In recent years, Email marketing has been evolved as an essential ingredient to run a successful business, whether your business is online or offline. You receive up to $38 in return of each dollar you spend on Email marketing. So you and your staff must be comfortable to ask your customers’ email addresses every time they shop with you in your sales stores. Along with this, you develop a set up to gather customers’ info online. After having this vital piece of information, you’ll be able to maintain relationship with your customers in the loop on different offers, discounts, sales, events and much much more. By developing this kind of relationship with your customers, you will make it sure that you are on the top of your customer’s mind when they purchase, and keep on to shop with you again and again. Dynamic sales vise email marketing is never a
VTiger Notification & Alert System
October 20, 2016
Article
In the current business environment, effective communication and notification alerts are name of the game. Only those organizations achieve success whose both internal and external communication are up to the mark. Every organization is trying to cater most customers as per their capacity, but, sometimes while doing so the element of punctuality is compromised. This happens not because of the fact that organization deliberately wants to hurt the customers, but due to the workload on the sales reps. The solution is sending alerts to the respective personnel so they can be reminded about the tasks they have to perform. In real life, we can see a branch manager sending an alert to the business development officer to remind him about the meeting with the lead he was previously working on. Alert Feature is an Essential Part of a CRM As you can see how much important sending an “Alert” is
12 Ways to Increase Online Sales
October 19, 2016
Article
These days, online shopping has become a major part for product selling. And there are very few people who do not try to buy products online as consumers. So it is very clear to know the importance of online sales these days. But what is actually going on behind the curtain; E-commerce (Electronic Commerce) is the sales and purchase of merchandises and services, and transmitting of data through electronic network system such as Internet and further computer networks. Online sales have been growing yearly and business is becoming crucial day by day with different challenges. Online sales can increase market share, better customer experiences, making business more competent. To increase traffic on e-commerce stores is a major challenge for the store owners. There are thousands of shops available on internet and competing with each other every day. So there are 12 different ways to increase online sales effectively and
Importance Of Groups In A CRM And Their Availability In VTiger 7
October 18, 2016
Article
In real world business environment, working in groups is a key task. In fact, if we look at the job descriptions, it is specially mentioned that a person should be able to work in teams or groups. Why working in the groups is important for the organizations, let me quote a famous saying: “The sum is always greater than the individual” One of the most important benefits of working in teams is that people working together come with a diverse range of ideas. The productivity of groups is commonly greater than the individuals. Moreover, the element of learning and flexibility are clearly visible in the firms prefer to work together. Working in Groups Using a CRM When in real life business practices working in groups is so important and fruitful, imagine how crucial it is for CRM to allow working in groups. Let suppose you are working in a group,
Role of Data Analysis In Marketing Research
October 15, 2016
Article
The biggest effect of digital transformation is the fact that any information can be collected and used anytime. Knowledge has become the most important currency for marketing in this digital age. Data analysis is the important part of it. Mostly marketers are aware that the prearranged collection, analysis and interpretation of data is important to the successful customer discussion. With these external data collections, real consumer behavior can be read and internal parameters, making the overall business objectives operationally feasible. After that the automation of the processes, the predictability of behavior and as a result leads to high-performance marketing is possible. The most important thing is to understand that how differently advertisement works in a programmatic vs. traditional ad world. Different companies use different advertisement strategies to compete in the market and grab huge market share. Large companies attach their product lines by building database that contains user ID. Every
How To Upgrade VTiger From Version 6.4 To 6.5
October 14, 2016
Article
The dynamics of current business practices are changing at a rapid speed and due to these frequent variations in processes and procedures, the need of new and improved features is escalating. VTiger in the regard of upgradations is doing an exceptional job. VTiger philosophies regarding bringing an update are solely based on providing more assistance to the customer. This guide is tended for users who want to upgrade their VTiger CRM from version 6.4 to 6.5. Users looking for upgrades of previous versions can visit this link. While performing an update on the VTiger CRM, we recommend to seek assistance of an expert. We, at VTiger Experts, provide solutions to every problem related to VTiger CRM including upgrades and we feel proud to deliver our services. But, if you want to do it alone, this guide is for you. Note: This guide is specific for Upgrading VTiger 6.4 to VTiger 6.5. 1.
Create Attractive Emails For Your Clients With VTiger Email Template Designer
October 10, 2016
Article
Email is an integral part of today’s business environment. Carefully designed emails, enhance the customer response without a doubt. Let me tell you some interesting facts in this regard i) This study states that percentage of people who prefer to read attractive email is 66 and ii) another survey shows that 80% of the people who use a mobile phone to reach their mail, delete an email if it does not look good in appearance. This shows the appearance of the email also matters in addition to its content. Marketing professionals who realized the power of email appearance, now spend more than two hours only on making emails more beautiful for their business prospects. The two major problems marketers face in this regard is that they have no experience of using designing softwares like HTML and CSS and the increasing number of new sales campaigns cause shortage of time Don’t
VTiger Premium
October 7, 2016
Article
Important Announcement: With VTiger 7 around the corner, we’re working to update all of our extensions. All of the VTiger Premium members will be upgraded free of cost when it’s released. Companies grow, products advance; with the current momentum of innovation, it has become routine now-a-days. But then there are some that leave mark in technology or some that start a new era in the business. VTiger Premium is one of that idea and innovation which is starting a new era. What is VTiger Premium? With 80+ extensions readily available in the market that can be bought and employed, 3000+ premium extensions have been installed by users. There are several more extensions in developmental stages and we are not planning to stop anytime soon. VTiger Premium is the module that will let you access all of the 80+ premium existing extensions for a very low cost. Also, the upcoming extensions,
How To Integrate VTiger & QuickBooks Desktop For Data Synchronization
October 3, 2016
Article
VTiger 7 CRM gives liberty to align and synchronize your QuickBooks Desktop with the CRM. It will empower you to sync Contacts, Products, Services, and Invoices among VTiger 7 CRM and QuickBooks. The synchronization of above-mentioned things works in both ways, which means information that is incorporated in one platform will be automatically updated on the other one. Minimum Requirement: To avail this feature, Sales Professional or Ultimate Edition is required. Supplies Make yourself ready before-hand. Following is the list of software required to be incorporated in your system prior to carrying out the original installation process: QuickBooks Desktop Software QuickBooks Web Connector VTiger CRM On-Demand Learn about the latest VTiger & QuickBooks Extension that provides a lot of advanced features. How to Install QuickBooks Web Connector QuickBooks Web Connector’s main function is to move information between VTiger 7 and QuickBooks. Download it from here. If you want to access QuickBooks
Boost Sales Team’s Productivity By Visualizing Their Performance With VTiger’s Sales Insights
September 30, 2016
Article
It is natural that sales managers who run a successful sales team use data to measure success. They measure task achievement using KPI (Key performance index) based upon culture involving critical evaluation of their teams. Let’s take an example: assume a sales manager who wanted to improve average time period taken by his sales representatives to close a deal. He will analyze the data regarding his sales reps and will identify fastest sales representatives. In the next step, he will study strategies and tactics that can be used by the slower sales reps to boost their close time and show improvements. This will help in improving the overall average deal closing time in the firm. Opportunities like these exist in every business environment and can yield great profits. Every business has end goals to improve its sales and revenues. A very common mistake observed in a sales environment is that
VTiger’s Appointment Pages Solve Major Problems To Schedule Meetings
September 27, 2016
Article
Leads are slippery as fish; You can miss them within a blink. Imagine that you have to schedule a meeting with one of your leads via email, who wants to see a trial of your services. You send an email with the next available hour of your availability, but your suggested time is not suitable for. So, he asks for 2 hours later, but it’s when your appointment with another organization is set. You reschedule again and again through emails until both parties settle upon a time or the lead runs away. This hassle and risk was enough, right? Yes, but only if you both concur on a same time. Here’s the 2nd part of the horror story: what if your lead asks you to rearrange the appointment? Also, you lose the credibility if between the chain of meetings an email is read a bit late or time zone difference
How To Upgrade VTiger CRM From 6.3 To 6.4
September 27, 2016
Article
Upgrading VTiger CRM From 6.3 to 6.4 To keep your organization up to date with the modern technical standards has become mandatory, since the competition has risen. VTiger CRM also needs to evolve with the flow of time in order to keep providing excellent support. VTiger, being a complex CRM, always keeps enhancing via updates, and it is only reasonable to upgrade to the latest version. However, the process is not very simple, especially for those who had not done it before. But, if you decide to perform the update of VTiger CRM from version 6.3 to 6.4, this article will guide you through the process. On the other hand, if you consider your data too valuable to not risk, we at VTiger Experts can execute it for you. Our developers are skilled and highly experienced in upgrading, implementing, and customizing the VTiger CRM, no matter what version it is. Note:
VTiger Dynamic Fields Streamline The Data Entry
September 23, 2016
Article
It is only understandable that you need your screens clean and tidy (modules or dashboards). It’s also very obvious that empty fields occupy a lot of space and most of the times, there is no reason to populate CRM modules with them. Empty fields also make it harder to locate the essential and required information quickly. Imagine your module exhibiting data like this: Without a doubt, few of the fields will be of great use to you. But some of those will be totally irrelevant at times. For example, the first and last names will always have high priority in terms of visibility. Take a look at the image above, some of the fields are completely empty and contain zero information like “LastLogin On”, “Deleted On”, “User Status” etc. Looking at them closely reveals that they are related to an online account, which in this case is not possessed by
VTiger 360: The Mobile Android & iOS App For Cloud Editions
September 19, 2016
Article
It is plain natural that you cannot sit in front of your personal computer all day long only to keep an eye about what’s going on in the CRM. Every single person has tasks to do, especially those with businesses to look. What if you could have a quick look on your VTiger 7 CRM without having the necessity to approach the PC? Maybe you have to check what was the most recent activity performed by your contacts, or in another scenario, your clients’ office and suddenly you have to check the fluctuation of the price of a product. So to cope up with little but important matters like these, you need a computer system, Wi-Fi, and so many other accessories. So why not save the hassle just by using VTiger 360 mobile phone application, because you can. Just by using VTiger 360 app you can save yourself from such
VTiger 7 Open Source – Features (Preliminary List)
September 15, 2016
Article
Here’s an early cut of the enhancements that we hope to have in VTiger 7 branch in code.vtiger.com by early December. Vtiger 7 UI layout Easier list views Spreadsheet like editing in lists Private / Public tags Web form attachments Variable Taxes, Charges and Regions Duplicate prevention Picklist Coloring App Menus Rollup comments Multiple dashboard tabs Controlled sharing of Lists Custom Activity Type Vtiger 7 will also include API enhancements, and library upgrades. More info coming soon, stay tuned to our Social Media.
Integrating Office 365 With VTiger For Data Synchronization
September 14, 2016
Article
The article explains one of the features of VTiger CRM cloud version. However, the same or even better functionality can be added to VTiger CRM open source version. From the previous few articles, it can be easily evaluated that VTiger 7 is a CRM with no verges. From integrations to synchronizations to exceptional support and ticketing features, VTiger 7 is undoubtedly the best open source out there. We’ll talk more about the productive and beneficent services of VTiger 7 in the upcoming articles. Our today’s read is about another useful synchronization that enhances the significance of VTiger CRM. Since the major update from Microsoft named as Office 365, a huge traffic has revolved their ways to the package. So, it got inevitable to integrate the giant with the CRM. With the connector developed by VTiger for Office 365, synchronization between both management tools has been made possible. You can now
Public & Private Comments in VTiger