Use natural language to query your data

- From the CEO’s Desk

Languages as we know them have evolved over thousands of years and humans, rely on a lifetime of experiences and knowledge to make sense of words. Understanding human languages is not easy for machines, primarily because of ambiguity and context dependency.

Now, thanks to advancements in computing power, Large Language Models (LLMs) are capable of processing billions of sentences, approaching human-like abilities in understanding context and intent.

We have witnessed applications such as OpenAI’s ChatGPT and Google’s Gemini harnessing these models to comprehend our queries and produce responses. Though not flawless, the outcomes are undeniably impressive.

Wouldn't it be nice to do the same thing with your business data?

Instead of dealing with forms to create reports and charts, users should be able to issue commands in natural language. Consider this example - to see a chart displaying the number of open deals by sales stage, a user must go through a 4-step process - select the module, add group properties and conditions, select the chart type, and generate the chart. It would be a lot easier if you could just ask the system, “Show me a chart for open deals by sales stage.” and see the chart.

Natural Language Querying (NLQ) is supported in Calculus AI. You can generate detailed reports and even create records with NLQ. Here are some examples of commands you can use with Calculus AI:

  • Show my open deals
  • Show deals created this month
  • Show open deals created this month
  • Show open deals by sales stage and owner
  • Show open deals created between Jan 1st and Jan 31st (it will default to the current year)

To see more such examples, please click here.
 
 

Feature Announcements

 
 

Integration with Telegram

Do you use Telegram for messaging or for making phone calls? 

If you do, then you can integrate your Telegram account with Vtiger CRM as a telephony and SMS gateway. You can also chat with your customers by using Telegram in the Live Chat feature.

With this integration, you can: 

  • Add a Telegram ID to a contact record.
  • Send SMSes to your customers via Telegram from the Lead, Contact, Deal, Case, etc., modules. 
  • Make VOIP calls to your customers.
  • Chat with your customers using Telegram (via Vtiger Live Chat).
 

Integration with Telegram

Do you use Telegram for messaging or for making phone calls? 

If you do, then you can integrate your Telegram account with Vtiger CRM as a telephony and SMS gateway. You can also chat with your customers by using Telegram in the Live Chat feature.

With this integration, you can: 

  • Add a Telegram ID to a contact record.
  • Send SMSes to your customers via Telegram from the Lead, Contact, Deal, Case, etc., modules. 
  • Make VOIP calls to your customers.
  • Chat with your customers using Telegram (via Vtiger Live Chat).
 
 

Webinar & Videos

 
 

Coaching Module

Would you like to use the Coaching module in the CRM to improve your team’s performance?

The Coaching module is designed to assess and analyze the performances of support agents using voice calls, email, and chat metrics. This module helps managers evaluate and improve agent interactions.

Watch this video - Coaching module, to learn how this feature works.
 

Coaching Module

Would you like to use the Coaching module in the CRM to improve your team’s performance?

The Coaching module is designed to assess and analyze the performances of support agents using voice calls, email, and chat metrics. This module helps managers evaluate and improve agent interactions.

Watch this video - Coaching module, to learn how this feature works.
 
 
 

The Vtiger Blog

 
 

Google and Yahoo Email Guidelines for Bulk Email Senders

Do you send bulk emails regularly to your customers from your Google and Yahoo email accounts? Then, you must take steps to ensure that your emails are not flagged as spam.

Read our blog on Google and Yahoo guidelines if you are a bulk email sender. Learn how to authenticate your emails to optimize email deliverability.
 
 
 

CRM Trends

 
 

In our last newsletter, we spoke about CRM trends in 2024. One of them is using LLM technology in a CRM to enhance customer conversations. Today, AI technologies such as Large Language Models (LLMs) and Generative Pre-trained Transformer (GPT) are integral to many CRM systems. 

AI tools can process vast amounts of CRM data from various channels, such as emails, feedback, reviews, social media, and chats. They can also analyze this information to offer valuable insights that can help you understand your customers. Insights about your teams also aid you in tracking and enhancing team performances. Consider the following.

Customer data analysis provides you with insights into customer sentiment, preferences, and pain points. This will enable you to read trends, provide customized products or services, enhance conversations, and generally help you connect with them better. 

Employee data analysis, for example, your sales or support teams, can give insights into team performances, quality of conversations, gaps in your process, etc. You can use these insights to train your employees to converse better with customers, perhaps resolve more issues, or close more deals. 

The above scenarios are just two examples of LLM and GPT usage in CRMs. As AI continues to evolve, its presence in CRM systems will become increasingly valued by users. 

Vtiger CRM has its own AI feature, Calculus AI. It analyzes conversations and provides you with the best advice to guide customer-facing teams to have effective conversations with customers. 

NLQ integration with Vtiger CRM also helps you give commands in natural language or spoken language, making it easy for non-technical users to interact with the CRM. 

Why don’t you try out Calculus AI today?
 

In our last newsletter, we spoke about CRM trends in 2024. One of them is using LLM technology in a CRM to enhance customer conversations. Today, AI technologies such as Large Language Models (LLMs) and Generative Pre-trained Transformer (GPT) are integral to many CRM systems. 

AI tools can process vast amounts of CRM data from various channels, such as emails, feedback, reviews, social media, and chats. They can also analyze this information to offer valuable insights that can help you understand your customers. Insights about your teams also aid you in tracking and enhancing team performances. Consider the following.

Customer data analysis provides you with insights into customer sentiment, preferences, and pain points. This will enable you to read trends, provide customized products or services, enhance conversations, and generally help you connect with them better. 

Employee data analysis, for example, your sales or support teams, can give insights into team performances, quality of conversations, gaps in your process, etc. You can use these insights to train your employees to converse better with customers, perhaps resolve more issues, or close more deals. 

The above scenarios are just two examples of LLM and GPT usage in CRMs. As AI continues to evolve, its presence in CRM systems will become increasingly valued by users. 

Vtiger CRM has its own AI feature, Calculus AI. It analyzes conversations and provides you with the best advice to guide customer-facing teams to have effective conversations with customers. 

NLQ integration with Vtiger CRM also helps you give commands in natural language or spoken language, making it easy for non-technical users to interact with the CRM. 

Why don’t you try out Calculus AI today?
 
 

Vtiger Academy & Knowledge Base

 
 

Have you signed up for Vtiger Academy yet? 

We have a whole list of how-to videos that show how you can configure the CRM.

It is our one-stop learning destination for all things Vtiger CRM. 

Jumpstart your Vtiger CRM journey today!
 

Knowledge Base is our repository of articles (help documentation) and FAQs. Search for and read an article for quick know-how about a feature.

Read our latest article and learn how to use Vtiger features: 
 

Have you signed up for Vtiger Academy yet? 

We have a whole list of how-to videos that show how you can configure the CRM.

It is our one-stop learning destination for all things Vtiger CRM. 

Jumpstart your Vtiger CRM journey today!
 

Knowledge Base is our repository of articles (help documentation) and FAQs. Search for and read an article for quick know-how about a feature.

Read our latest article and learn how to use Vtiger features: 
 
 

My Favorite Feature

 
 
Lavanya R
Technical Writer

Actions feature

From creating follow-up reminders to assigning tasks to scheduling events - the Actions page is my go-to hub for staying organized and on top of my game. 

I can manage and streamline all my key tasks and activities simultaneously. It's like having a personal assistant that keeps me focused and ensures nothing falls through the cracks.

Efficiency meets simplicity on the Actions page – a game-changer for anyone who values productivity! 

  • The @mentions tab helps you interact with users or groups in the CRM and mention them in the comments area. 
  • The New Comment tab will help you broadcast your leave messages and other accomplishments with respect to your work.
  • The Actions tab displays your daily events, upcoming events, and overdue activities.

Overall it is a great feature that I personally recommend you use and see the benefits by yourself!
 
 

Get exclusive CRM content!

 
 

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