Increase user adoption by using Low-code and No-code capabilities.

- From the CEO’s Desk

The best way to increase the adoption of any tool, besides making it easy to use, is to tailor it for specific use cases and users. 

Users should be able to see the information that is relevant for a use case and be able to perform only those actions that they have to. Unfortunately, achieving that with commercial tools has proven to be prohibitively expensive, if not impossible.

With Vtiger Application Platform (VTAP), CRM Admins and IT Teams can easily extend the CRM features and implement business users' needs by delivering a tailored experience for different functional teams.  

Over the past 9 months, VTAP has seen many additions, the latest of which is the Visual Process Designer. This webinar recording offers a nice tour of the Process Designer.  By adding the No-code ways with Process Designer, to the Low-code ways through API Designer, & Module Designer, VTAP takes an additional step in making Vtiger CRM as a platform to transform. 

VTAP is available with One Professional and One Enterprise Editions.

 
 

Powered by VTAP

 
 

Here are a list of features that we have built using VTAP:

  • Module Designer
  • API Designer
  • Process Designer
  • Confetti
  • WhatsApp Integration with Gupshup, Clickatell, and IMI Mobile
  • SMS Integration with Exotel
  • Rest APIs

To learn more about VTAP, click here.

 

Here are a list of features that we have built using VTAP:

  • Module Designer
  • API Designer
  • Process Designer
  • Confetti
  • WhatsApp Integration with Gupshup, Clickatell, and IMI Mobile
  • SMS Integration with Exotel
  • Rest APIs

To learn more about VTAP, click here.

 
 

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. For quick know-how about a feature, search for, and read an article.

 

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. For quick know-how about a feature, search for, and read an article.

 
 

CRM Buzz

 

(CRM News and Technology Trends)

 
 

Knowledge Base to make your CRM self-supporting.

About 91% of customers would prefer to use help documentation or a Knowledge Base if it addressed their questions about a product or a service.

That is an overwhelming number!

So is Knowledge Base a trend for CRMs yet? If it is not, it ought to be. Today, CRMs handle a large volume of data, integrate with other applications, and cater to a global customer base. Post-COVID pandemic, we are seeing the shift in CRM accessibility - anytime, anywhere. So why not make a CRM self-supporting with help documentation, after all, 73% of consumers would like to solve issues on their own. A Knowledge Base in a CRM  enhances the customer experience by providing product documentation in detail. 

At Vtiger, we have always believed in providing help through extensive documentation. Throughout our journey, our many versions have their own help docs. To help our customers understand and use our product, documentation comes in varied forms - Articles, FAQs, Webinars, Feature Videos, and even blogs. 

With inbuilt help, the product displays FAQs related to the feature or module you are using. FAQs help clear hurdles you might face while using the CRM. The feature also links to Vtiger Knowledge Base, a repository of articles that cover every aspect of Vtiger CRM - features, modules, and processes. 

And if you want to create documentation for your business, we are all for it. The Knowledge Base is a shared resource and with the Article module, you can create and publish a variety of documents that you can share with your employees and customers. You can create rich documentation with images and videos, briefs, and instruction manuals. 

At Vtiger, we understand that good documentation helps customers address issues 24 X 7. Hence we have ensured that our in-product help is as good as the articles on our Knowledge Base. We are with you every step of the way. 

Sign up today and explore the newer aspects of Vtiger. 

 

Knowledge Base to make your CRM self-supporting.

About 91% of customers would prefer to use help documentation or a Knowledge Base if it addressed their questions about a product or a service.

That is an overwhelming number!

So is Knowledge Base a trend for CRMs yet? If it is not, it ought to be. Today, CRMs handle a large volume of data, integrate with other applications, and cater to a global customer base. Post-COVID pandemic, we are seeing the shift in CRM accessibility - anytime, anywhere. So why not make a CRM self-supporting with help documentation, after all, 73% of consumers would like to solve issues on their own. A Knowledge Base in a CRM  enhances the customer experience by providing product documentation in detail. 

At Vtiger, we have always believed in providing help through extensive documentation. Throughout our journey, our many versions have their own help docs. To help our customers understand and use our product, documentation comes in varied forms - Articles, FAQs, Webinars, Feature Videos, and even blogs. 

With inbuilt help, the product displays FAQs related to the feature or module you are using. FAQs help clear hurdles you might face while using the CRM. The feature also links to Vtiger Knowledge Base, a repository of articles that cover every aspect of Vtiger CRM - features, modules, and processes. 

And if you want to create documentation for your business, we are all for it. The Knowledge Base is a shared resource and with the Article module, you can create and publish a variety of documents that you can share with your employees and customers. You can create rich documentation with images and videos, briefs, and instruction manuals. 

At Vtiger, we understand that good documentation helps customers address issues 24 X 7. Hence we have ensured that our in-product help is as good as the articles on our Knowledge Base. We are with you every step of the way. 

Sign up today and explore the newer aspects of Vtiger. 

 
 

My Favorite Feature

 
 
Shameem Bhat
Security Ops Lead

Vtiger Privacy Guard

Privacy matters - it is valuable. We don't need to share everything with everyone. At Vtiger, by keeping ‘Privacy by design’ principles at the core of our engineering we baked ‘Vtiger Privacy Guard’ to meet your privacy and compliance requirements.

This feature lets you encrypt the data at rest and present an obfuscated view to keep unauthorized access at bay, and at the same time keep an eye on the audit trail to investigate the data misuse.

 
 

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