Eliminate information silos, and reap the benefits of Vtiger One View.

-From the CEO’s Desk

There are many reasons why most CRM vendors selling suites with siloed applications are scrambling to duct-tape together a unified view of the customer.

Imagine pieces of data relating to a client scattered in different applications - email campaigns in the email marketing systems, social conversations in another system, sales orders, and pipelines in yet another. Document engagement data and task management may be completely outside the orbit. 

It is obvious that delighting a customer is impossible when their data is scattered unless you are ready to invest time and money trying to stitch back together with a unified view through some sort of integration. With siloes, you are:

  1. Losing deals because you are having poorly-informed conversations.
  2. Losing time because you are switching apps or trying to integrate them.
  3. Losing money on expensive integration projects.

Vtiger CRM is designed to break these siloes. With Vtiger One View, Marketing, Sales, and Customer service teams are empowered with customer data to delight clients through the journey from Lead to Loyalty. They can collaborate to offer a seamless experience to your clients.

Your Marketers teams:

  1. Know what your clients are buying to send more relevant messages/offers.
  2. Tailor campaigns based on engagement on content sent by sales team or on Knowledge Base portal offered by the customer service team.
  3. Collaborate easily with the customer service teams if clients are reporting negative experiences in social media. 

Your Sales teams:

  1. Know which of the qualified leads are actively engaging with marketing campaigns. (who joined the webinar, who opened the email campaign)
  2. Know if a prospect reported an issue to the customer service team.
  3. Help the billing team with collecting payments by knowing which clients need following up.

Your Customer Service teams:

  1. Send better responses by collaborating with the sales team if an issue is reported by a prospect still in the buying cycle. 
  2. Know what information has already been shared or viewed by clients while assisting them with an issue. 
  3. Assist marketing team turns negative experiences on social media into positive ones.

Six years ago, we added the Touchpoints widget and users could see all the past touchpoints across 6 channels in the Deal Summary View (or Contact/Case/Organization Summary Views).

Today, in Vtiger CRM Version 9, Deal One View includes the past, the present, and the future. 

  1. The Past - Activity section shows all past touchpoints.
  2. The Present - Includes Contact Roles, Deal Scores, Conversation Insights, Best Time to contact, etc.
  3. The Future - Will display Calculus AI-driven recommendations, Playbook Tasks, etc.

In the future, One View will evolve to bring in external touchpoints (usage data from your products, other portals, etc.) to provide sales reps with more personalized recommendations. Marketers will be able to improve and create customized campaigns with the additional data. Support agents can make interactions more enriching for users by offering tailor-made tips (preventive, upselling).

Vtiger CRM integrates with all your channels of communications (emails, meetings, calls) and other business applications (accounting, payment gateways). 

To try Vtiger One View, you can sign up for our forever free Vtiger One Pilot (3000 records & 10 users) or a 15 day free trial of other editions. 

We are also excited to offer new features, such as Social listening, and innovative features such as Calculus AI, until Feb 2, 2022.

 
 

Feature Announcement

 
 

URL Shortener Module

The URL Shortener module (Paid) allows you to shorten the length of your URLs. 

Knock off a few words! Create robust links for SMS campaigns. Make landing page and email links friendly.

 

URL Shortener Module

The URL Shortener module (Paid) allows you to shorten the length of your URLs. 

Knock off a few words! Create robust links for SMS campaigns. Make landing page and email links friendly.

 
 

New Capabilities in VTAP

 
 

The following feature(s) were built/enhanced using Vtiger’s low code platform, VTAP. 

VAP API Designer: Using Vtiger Application Design Language (VADL) in the API Designer tool, you can create and link records to parent records.

 

The following feature(s) were built/enhanced using Vtiger’s low code platform, VTAP. 

VAP API Designer: Using Vtiger Application Design Language (VADL) in the API Designer tool, you can create and link records to parent records.

 
 

Product Updates

 
 

Twitter and Instagram in the Social module: Yes, you can now find Twitter and Instagram in the Social module. You can start scheduling and publishing posts and monitor responses directly from the CRM.

Campaigns: Change the campaign status of individual leads, contacts, or organizations linked to that campaign.

Display Picture (DP): Your DP now displays your availability status - Online, Busy, or Offline through green, red, or gray dots. 

Forecasts & Quotas: The Potential Name and Forecast Amount fields are renamed to Opportunity Name and Expected Revenue, respectively.

Help Center:  Make your documentation interesting. Add emoticons to your articles.

 

Twitter and Instagram in the Social module: Yes, you can now find Twitter and Instagram in the Social module. You can start scheduling and publishing posts and monitor responses directly from the CRM.

Campaigns: Change the campaign status of individual leads, contacts, or organizations linked to that campaign.

Display Picture (DP): Your DP now displays your availability status - Online, Busy, or Offline through green, red, or gray dots. 

Forecasts & Quotas: The Potential Name and Forecast Amount fields are renamed to Opportunity Name and Expected Revenue, respectively.

Help Center:  Make your documentation interesting. Add emoticons to your articles.

 
 

Customer of the Month

 
 

Baires provides integral solutions in laboratory equipment for education, industry, health, and criminalistics. The company represents exclusive European manufacturers specializing in the construction of high precision and quality lab equipment.

Baires uses the Vtiger CRM cloud version for greater customizability and support. 

José Luis Pellegrino, the General Manager of the company, explains, “When I started evaluating CRM solutions for my business, I spent 5 to 6 months comparing software. Most of the CRMs were expensive and offered limited customizability. Vtiger was the only CRM that met all my business requirements.” 

He continues, “Vtiger’s cloud version provides more features, customizability, and customer support. These were the main reasons for us to move from open source to cloud.”

Baires uses Vtiger to streamline operations among its sales, support, and field service teams. Vtiger’s ability to store and use different types of information than the standard contact, deal and campaign records helps Baires get more out of the CRM.

 

Baires provides integral solutions in laboratory equipment for education, industry, health, and criminalistics. The company represents exclusive European manufacturers specializing in the construction of high precision and quality lab equipment.

Baires uses the Vtiger CRM cloud version for greater customizability and support. 

José Luis Pellegrino, the General Manager of the company, explains, “When I started evaluating CRM solutions for my business, I spent 5 to 6 months comparing software. Most of the CRMs were expensive and offered limited customizability. Vtiger was the only CRM that met all my business requirements.” 

He continues, “Vtiger’s cloud version provides more features, customizability, and customer support. These were the main reasons for us to move from open source to cloud.”

Baires uses Vtiger to streamline operations among its sales, support, and field service teams. Vtiger’s ability to store and use different types of information than the standard contact, deal and campaign records helps Baires get more out of the CRM.

 
 

Big Little Things

 
 

Heard about our brand new feature, Landing Pages? An inbuilt template editor helps you create specific objective landing pages for your products, services, and offers.  

Today, businesses have moved online, and websites are becoming the primary source for leads. You may have to modify, update or add new pages in a short time to keep the customer interested and generate business.

Imagine the costs involved and the dependency on web page designers if your website is dynamic and requires changes regularly.  

Landing Pages help you avoid these hurdles. It aids you in creating attractive landing pages using an easy-to-use editor. It comes with hundreds of pre-loaded templates and themes which you can customize. You can also build your page by adding desired elements. You can use the generated URL in the desired location on your website or make it a part of your SMS or email to take the users directly to the page. 

Use Landing Pages and start building exclusive pages today!

 

Heard about our brand new feature, Landing Pages? An inbuilt template editor helps you create specific objective landing pages for your products, services, and offers.  

Today, businesses have moved online, and websites are becoming the primary source for leads. You may have to modify, update or add new pages in a short time to keep the customer interested and generate business.

Imagine the costs involved and the dependency on web page designers if your website is dynamic and requires changes regularly.  

Landing Pages help you avoid these hurdles. It aids you in creating attractive landing pages using an easy-to-use editor. It comes with hundreds of pre-loaded templates and themes which you can customize. You can also build your page by adding desired elements. You can use the generated URL in the desired location on your website or make it a part of your SMS or email to take the users directly to the page. 

Use Landing Pages and start building exclusive pages today!

 
 

Vtiger Academy

 
 

Want to learn about Vtiger CRM? Check out our courses on - CRM Basics, Vtiger Sales Consultant Training, Basic Configurations, etc. 

Our new videos tell you how to use Maps and Currencies in detail!

Sign up for Vtiger Academy, our one-stop learning destination for all things Vtiger CRM! Jumpstart your Vtiger CRM journey today!

 

Want to learn about Vtiger CRM? Check out our courses on - CRM Basics, Vtiger Sales Consultant Training, Basic Configurations, etc. 

Our new videos tell you how to use Maps and Currencies in detail!

Sign up for Vtiger Academy, our one-stop learning destination for all things Vtiger CRM! Jumpstart your Vtiger CRM journey today!

 
 

CRM Buzz

 
 

Customer Experience - the core of all CRMs

User Experience, Usability, Customer Experience (CX) - you may call it what you want, but CX is the core of all CRMs. 

To provide an exemplary customer experience, you want a CRM that helps you focus on your customer and their demands. Such a CRM will store and track customer information, create a lifecycle, and provide in-depth analytics. Factors like consolidated data views, lifecycle stages, and feedback mechanisms help understand your customers and their retention.

Take a look at what Gartner says about CX.

At Vtiger CRM, we understand that your customer is the Sun in the solar system around which all actions occur. Our features like One View, Journey Templates, Deal Lifecycle, etc., make the customer the point of focus. They help you track your customers throughout their journey. Our AI feature - Calculus AI helps monitor customer conversations and provides recommendations for a better service. Integrations with Google Suite and MS Teams help in enhanced communication and collaboration.

We are adding new features every day that help you focus on your customers - like new integrations (Sage Accounting, MYOB Accounting, Clickatell, MS Teams, Webex, etc.). 

Vtiger CRM helps you in building your brand and customer loyalty. If you haven’t explored Vtiger CRM yet, now is the time to do so.

 

Customer Experience - the core of all CRMs

User Experience, Usability, Customer Experience (CX) - you may call it what you want, but CX is the core of all CRMs. 

To provide an exemplary customer experience, you want a CRM that helps you focus on your customer and their demands. Such a CRM will store and track customer information, create a lifecycle, and provide in-depth analytics. Factors like consolidated data views, lifecycle stages, and feedback mechanisms help understand your customers and their retention.

Take a look at what Gartner says about CX.

At Vtiger CRM, we understand that your customer is the Sun in the solar system around which all actions occur. Our features like One View, Journey Templates, Deal Lifecycle, etc., make the customer the point of focus. They help you track your customers throughout their journey. Our AI feature - Calculus AI helps monitor customer conversations and provides recommendations for a better service. Integrations with Google Suite and MS Teams help in enhanced communication and collaboration.

We are adding new features every day that help you focus on your customers - like new integrations (Sage Accounting, MYOB Accounting, Clickatell, MS Teams, Webex, etc.). 

Vtiger CRM helps you in building your brand and customer loyalty. If you haven’t explored Vtiger CRM yet, now is the time to do so.

 
 

My Favorite Feature

 
 

Sudheer Mudunuri

Software Engineer

Record viewers:

  • It helps me know the current visitors on a record
  • It helps in replying to a case. If a Support agent is already attending a case record, then I can switch to another case 

Dark mode:

  • It helps reduce the strain on my eyes when working at night

 
 

Get exclusive CRM content!