Vtiger’s Kickstart services are meant to complement our partner’s services, and suggested in cases where partners are unable to offer the service. Our team of CRM experts have worked on thousands of implementations across various industries.

Kickstart service includes the following activities:

• Goal Assessment
• CRM Design
• Implementation
• Sign-off
• Admin Training

Vtiger team has implemented projects that took a couple of weeks to projects that took many months.

The following keys are critical for the success for any CRM implementation

• Well defined Objectives & Requirements (What KPIs would you wish to improve and what pain points should it solve). Please click here to learn more on this.
• Assign Key personnel for the project. Please click here to learn more.
• Onboarding of users.
• Periodic retraining in the first few weeks after launch.

Kickstart Program 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

Kickstart Program 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