The kickstart program helps businesses optimally deploy Vtiger organization-wide. To do that, our CRM experts conduct discovery sessions to understand business needs, then customize and implement Vtiger to address your key business challenges, answer your questions, and train a CRM champion at the organization on how to use all of Vtiger's features.
For Sales Teams
- Establish what you want to accomplish with Vtiger and critical assessment of status quo
- Set up your company, organize users and teams
- Secure critical information - so only authorized users have right level of access to information
- Optimize sales processes and automate repetitive manual tasks
- Set up sales pipelines with activity mapping by sales stage
- Automate lead capture across your preferred channels
- Automate lead/deal routing and assignment
- Set up products/services
- Set up customer importance scoring
- Set up forecast and quota
- Set up discount approvals
- Configure templates for invoices, sales orders, canned responses (1 each)
- Set up appointment pages
- Set up Sales Inbox
- Set up smart alerts so sales reps don’t need to remember things to do
- Set up marketing lists and auto responders
- Collaboration within and across teams/sales reps
- Set up deal lists and kanban views for managers, sales reps and teams
- Customize contact, customer and deal views so sales reps see what they need to see
- Configure charts and reports to make it easy for management reporting
- Leverage sales insights to drive team/agent productivity and address systematic issues
- Train CRM administrators, sales reps and managers
- Develop customized training material for new users
For Support Teams
- Establish what you want to accomplish with Vtiger and critical assessment of status quo
- Set up your company, organize users and teams
- Secure critical information - so only authorized users have right level of access to information
- Optimize support processes and automate repetitive manual tasks
- Set up case flows
- Set up business hours and SLA targets, Surveys
- Automate case capture across your preferred channels
- Automate case routing and assignment
- Set up customer importance scoring
- Configure canned responses
- Set up appointment pages
- Set up smart alerts so sales reps don’t need to remember things to do
- Collaboration within and across teams/sales reps
- Set up role based contextual information
- Set up customer support portal
- Set up products/services and FAQs
- Set up case list views for managers, support agents and teams
- Customize contact, customer and case views so support agents see what they need to see
- Configure charts and reports to make it easy for management reporting
- Leverage support insights to drive team/agent productivity and address systematic issues
- Train Help Desk administrators, support agents and managers
- Develop customized training material for new users
