Jan - 10th blog for Action dashboard

Introducing Actions – your personal assistant to help you stay on top of work!

Did you ever wish you had someone to remind you of that crucial meeting that you forgot about? Have you been missing out on deadlines lately? Are you trying hard to keep up with work updates?

Well, if your answer is ‘Yes’, we have the perfect solution for you. And if your answer is ‘No’, we insist you check out what’s in store for you!

Introducing Actions – your own personal assistant to help you stay on top of work!

This one-stop solution in Vtiger 8 alerts you about all that you’re working on – maybe converting a lead or following up on a deal, creating a task or a document, or sending an email. It saves you from the hassle of managing different apps for different things such as team collaboration, task management, and email tracking.

And the exciting part is – it’s all automated! It relieves you from the extra burden of remembering important dates and tasks and helps you take the right actions at the right time.

When the idea of Actions page was introduced, our intrigued sales team shot a few questions – “How does it help me as a sales manager?”, “Will I able to track my team’s work using Actions?”, “I am a sales rep, how is it useful to me?”.

We’ve got the answers.

As a sales manager, you can:
  • Get reminders of your important meetings and tasks
  • Track a deal’s status by receiving alerts when the deal is idle, won, or lost
  • Monitor a sales rep’s performance by receiving notifications on completion of his or her activities
  • Get notified when a sales rep checks in to an onsite meeting
  • Get notified when a deal enters a significant sales stage or is idle
As a sales rep, you can:
  • Get reminders of your calls, meetings, and tasks that are upcoming or due
  • Take timely actions by receiving alerts when a client responds to an email
  • Be up-to-date with a deal or a task by receiving notifications about its updates
  • Collaborate with your manager and team using @mentions

So, what are the key possibilities of Actions?

Activity Alerts: Track and receive updates about your activities as well as your team’s

Activity Alerts

Are you using calendars and browser extensions to set up reminders? Relieve yourself from that hassle with the help of Actions.

Set up your reminders under Actions and view your upcoming, overdue, and completed tasks and events under a single page. Also, you can set up alerts about your reportees’ activities. This helps you track your progress and never miss out on any important piece of work. Plus, the segregation of upcoming, overdue, and completed activities is easy on the eyes!

Idle Alerts: Get notified when there’s no activity on a record for a long time

Idle Alerts If you think a deal has been idle for a long time or it’s not progressing as expected, you have a way to track that.

Actions provides you the option of setting up alerts on leads, contacts, organizations, and deals that have been idle for a certain period. And, you get to define the period! By receiving these alerts, you can take necessary actions at the right time and save yourself from losing crucial deals.

Lifecycle Alerts: Get notified when there’s no progress on a record in a long time

Lifecycle Alerts Is that crucial deal not progressing? Has an important quote not been reviewed?

Here’s the solution – use lifecycle alerts to track their progress. Lifecycle alerts will notify you when a record’s status has not been changed for a certain period of time. This enables you to do an immediate follow-up and ensure that your work is on track.

Email Alerts: Track how customers engage with your emails

Email and Document Tracking Alerts You ever sent an email to a customer and wondered if they liked it? We bet you sometimes wonder if they even opened it.

There’s a way to track that. Vtiger CRM has a built-in capability of tracking emails and documents. So, instead of using multiple tools such as Mixmax and Zoho Docs for email and document tracking, you can use Vtiger’s Actions! Doesn’t that ease the task for you?

Under Engagements, you can view the number of opens, downloads (of shared documents), reshares, and replies on an email when you enable alerts for them.

Wait, there’s more!

The Actions page gives you the flexibility of setting up custom rules to receive alerts about anything that concerns you! Create a rule, choose the channels to receive alerts, and you’re good to go.

In conclusion, we’d like to say that Actions is a one-of-a-kind feature that you must try your hands at. It sends you automated alerts, saving you from the trouble that comes with missing an important meeting or delaying a critical task.

Sign up for a free trial

What does our sales team feel about Actions now?

I spend 80% of my day on Actions – responding to requests from my team, reviewing opportunities, approving quotes, and replying to my mentions. It saves me a lot of time because I don’t need to keep a check on every opportunity manually- I get alerts when a deal is idle or overdue. Especially, when you head a large team, Actions makes your job easier.

– Vamsee Krishna, Inside Sales Manager

I have a single space for my calendar activities and my engagement with the team. It saves a lot of my time – I don’t need to go open multiple apps to gather updates.

– Mithun Bellimagga Prathap, Senior Sales Representative


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