Easy Steps to Implement SMS Notifier in vtiger CRM/VT Plus
In this blog, we will go through how to send SMS to clients and suppliers, allowing fast communication with both. The SMSNotifier module is the means through which you can achieve this. As we know from previous experience, companies use mobile communication via SMS to promote their products and services…
How to Create Trouble Ticket on vtiger/vt plus
In this blog, we will cover the Trouble Ticket module. In CRM , tickets are defined as any kind of customer service requests, as they occur, following the initial sales ‘onboarding’. A trouble ticket is a mechanism used in an organization to track the detection, reporting, and resolution of a…
Providing Quotations to your Sales Opportunities using vtiger/vt Plus CRM
Let’s talk about Quotes Module of vtiger/vt plus CRM today. Quotes are provided to opportunities. A quotation is an estimate of the price for the required product and service for the customer. This is how the Quotes module home-screen looks like: A Quote can be defined as a formal statement issued…
Find & Merge Duplicates on vtiger/vtplus CRM
All of us have created duplicates in our CRM while working on it in a rush and then realiased oops we have so many Michael Jacksons in the database. We all get the question, now how do I merge them? We are going to cover the very same topic in…
Create and Import Contacts on vtiger/vt plus
In this blog section, we shall focus on the Contacts Module. So, who (or what) are Contacts? Contacts are defined as anybody who interacts with your business. This may be a existing, or potential customer, or a useful contact within an organization, that may develop over time. Contacts within vtiger…
How to Create Events in Calendar on vtiger/vt plus
In today’s post on vtiger CRM/vt plus we are focusing on Calender module which enables the users to keep track of calls, meeting & tasks. The vtiger CRM includes a Calendar module to manages users activities and it also allows CRM users to collaborate on activities. Users can collaborate on activities…
How to be productive with CRM?
What is CRM? The adoption of Customer Relationship Management (CRM) systems by the companies is increasing every year to enhance the quality of interactions with customers. CRM systems are the application of an enterprise which is involved in organizing the business dealings with clients by integrating customer-oriented business processes. CRM…
Things to Consider Before Buying a CRM
Have you ever thought about the few basic though very important considerations businesses need to keep in mind while buying a Business management Software? The list is not exhaustive and hence it will all depend on particular requirements and situations of your business which should be considered you invest in…
Launch of VT Mobile (vtiger CRM Mobile App)
Almost a week ago we launched our vtiger Mobile App. The App is a mobile client for users who would like to access their CRM data on mobile. The app can be downloaded from Google Play here. The mobile app is an easy to use interface with following main features:…
vTiger helps you to grow your Sales!
Hello and welcome to our second article from the series on vTiger. If you missed the first one on what vTiger CRM is about, you can read it right here. As you may know, Sales Force Automation is an important CRM function that enhances the operations of your…