Vtiger CRM Newsletter

The biggest reason to use open-source applications, such as Vtiger’s Open Source CRM, is that the source code is available to you, and you can modify it according to your business needs. With closed-source proprietary applications, since the source code is not available to change, businesses are limited to the functionality provided by the vendor.

Three years ago, we launched Vtiger’s Application Platform (VTAP), a low-code automation framework, to help businesses further customize their Vtiger CRM instance. With VTAP, developers can write client-side code that runs within the user’s browser. This enables client-side customization. Business users can also create custom APIs by defining parameters in the XML format.

However, there are many scenarios where the custom code will need to run on the CRM server and not the client. For example, one of our customers using Vtiger One for Invoicing asked for the following - each line item in the invoice should have an ID that is unique across all invoices. To do this, one has to store the previous ID value (in the database/file) and then generate the next ID and assign it for each new line item in the new invoice or edited invoice.

With the Server Scripts and Jobs Add-on, customers and partners can also directly run custom code written in JavaScript notation on Vtiger servers. Earlier, to have your code run on Vtiger servers, you had to publish it via the marketplace, which required a review by a Vtiger developer. With the new Server-side scripting feature, you no longer need to submit the code for Vtiger’s review.

Server Scripts pave the way for unlimited automation possibilities. Here are some examples:

Enrich your contact information by fetching information from another source (for example, credit score for a loan applicant),
Update certain values based on data from related records (outstanding balance for an organization), or,
Do custom validation for field values.

You can also write scripts and schedule them to run at a specific time or frequency (we call them Server Jobs). For example, you can write a script to FTP to a server to fetch a CSV file and import data or write a script to send data to a data warehouse.

To learn more, please view Server Side Scripts & Jobs Overview.

Feature Announcements

Integration with Instamojo

Do you use the Instamojo payment gateway to receive payments?

If you do, you can integrate the Instamojo gateway with Vtiger CRM and manage payments from the CRM itself.

You can choose the payment type from the Payment Configuration page, like Razorpay and Stripe. Send the payment link to your customers via email, which they can use to make payments using Instamojo.

Integration with Instamojo

Do you use the Instamojo payment gateway to receive payments?

If you do, you can integrate the Instamojo gateway with Vtiger CRM and manage payments from the CRM itself.

You can choose the payment type from the Payment Configuration page, like Razorpay and Stripe. Send the payment link to your customers via email, which they can use to make payments using Instamojo.

Webinar & Videos

Gamification feature video

Want to know how to make work fun? Use Vtiger’s Gamification feature!

Watch our video to know more.

Read our article to learn how.

Gamification feature video

Want to know how to make work fun? Use Vtiger’s Gamification feature!

Watch our video to know more.

Read our article to learn how.

The Vtiger Blog

Using the power of Natural Language Query (NLQ) to boost CRM Adoption

Are you an SMB finding yourself lost with the complexity of your CRM? Instead of traversing multiple screens looking for answers, NLQ can actually help get clear, insightful answers instantly. All with simple commands in conversational English.

Read our blog to know how you can use NLQ to maximize the functionality of your CRM. Learn how it can simplify data, boost engagement, and empower data-driven decisions for your business.

CRM Trends

Harnessing mobile CRMs to conduct business on the move

One CRM trend that will be big in 2024 and beyond is the use of mobile CRMs to do business. We will see more CRMs going mobile in the future with a replication of the total CRM experience on smartphones and tablets, including AI.

Here are some interesting statistics about the use of mobile CRMs:

For companies using a mobile CRM, 65% are meeting their sales quotas - Nucleus Research.
Companies using mobile CRMs have seen an 87% improvement in sales, a 74% increase in customer satisfaction, and a 73% improvement in business efficiency - Finances Online. #1

With these kinds of numbers, more and more businesses will begin using mobile versions. And why not? Mobile CRMs will empower your sales, marketing, and customer service teams by letting them leverage real-time CRM data anytime, anywhere. Your teams need not look for data on customers. The mobile app will put all relevant information in their hands, meaning more closures and increased productivity.

Your field sales reps will be the biggest beneficiaries! They will be able to access the latest data during meetings with prospects and customers and make informed decisions. They will be able to create to close deals, take orders, manage stock movements, and attend meetings - all on the move.

With reps on the field updating information to the CRM, the management will also have access to the latest customer data, thus increasing the return on the CRM investment.

Now, the question is, does your current CRM come with a robust mobile version? Does it help your field sales team check-in, create events, and have informed conversations with customers?

Let us see what the Vtiger Mobile App does in comparison. Vtiger’s mobile app helps you access real-time information and make significant decisions on the move. You can plan your day and handle work without a rush by accessing tasks and events scheduled for the day. Using Actions, you can connect with your team members and respond to your customers throughout the day.

Using One View, you can get to know your customers inside out, including the history of your interactions, on a single page. One of our newest additions, the Field Sales App, lets you plan routes, optimize beat plans, and track agent locations. The same app on a mobile device will empower your agents on the field to perform their best. They can execute their daily plan, take orders, get feedback, and do audits or other actions.

If you have not harnessed the power of a mobile CRM yet, then do to take a look at the Vtiger Mobile CRM app. Use Vtiger Mobile CRM to stay productive on the go.

Ref, #1: https://tech.co/crm-software/crm-statistics

Harnessing mobile CRMs to conduct business on the move

Here are some interesting statistics about the use of mobile CRMs:

For companies using a mobile CRM, 65% are meeting their sales quotas - Nucleus Research.
Companies using mobile CRMs have seen an 87% improvement in sales, a 74% increase in customer satisfaction, and a 73% improvement in business efficiency - Finances Online. #1

With reps on the field updating information to the CRM, the management will also have access to the latest customer data, thus increasing the return on the CRM investment.

Now, the question is, does your current CRM come with a robust mobile version? Does it help your field sales team check-in, create events, and have informed conversations with customers?

If you have not harnessed the power of a mobile CRM yet, then do to take a look at the Vtiger Mobile CRM app. Use Vtiger Mobile CRM to stay productive on the go.

Ref, #1: https://tech.co/crm-software/crm-statistics

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 on integrating and using Telegram Messenger with Vtiger CRM.

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 on integrating and using Telegram Messenger with Vtiger CRM.

My Favorite Feature

Vinitha Mynam

Business Analyst

Learning Management System (LMS)

In the digital realm of endless possibilities, the LMS stands as a guiding light. Vtiger’s LMS is a centralized gateway to an organization's learning resources. It lets you manage, deliver, and track educational content and training programs.

I like that the LMS allows you to publish content in different categories: Courses, Concepts (lessons), Quizzes, and Exercises. It lets you tailor your training programs to your needs. You can manage and track user progress to ensure your teams complete their training on time and are ready to deliver. You can also recognize their achievements with certifications.

Apart from learning content, you can also publish announcements, news updates, social learning tools, and resource libraries.

Vtiger’s LMS offers learners an interactive learning experience that complements traditional course materials and promotes continuous learning and skill development.

You can make learning impactful, self-paced, and fun.

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