Do Social listening from within your CRM

-From the CEO’s Desk

Being on social networks is only the first step to building your social presence. Sending posts frequently is the second step. Responding to reviews, mentions, and comments on your posts is the third step. Monitoring social channels to join in on conversations that are relevant for your business and watching what your competitors are talking about is the fourth step. You also probably need to boost your posts through paid campaigns.

Social listening is important to find your customer’s pain points, find new sales leads, and improve brand awareness. You need to listen from everywhere. When you have multiple networks to monitor and engage in, it can be overwhelming.

The Social module in Vtiger CRM helps marketers engage on Google, Facebook, Twitter, and Instagram. 

It consists of features like Social Inbox (see your brand-specific mentions and comments), Search Streams (see posts from your competitors and conversations with keywords specific to your industry), Reviews (respond promptly to reviews on your Google MyBusiness Listings, and Facebook pages), and Questions (provide useful answers for frequently asked questions).

Additional features such as posting to multiple channels simultaneously, scheduling posts, automation capabilities to create leads and cases help improve the efficiency and effectiveness of your marketing efforts. 

The Social module makes social listening easy for Marketers. 

 

Offer of the Month - Vtiger Social add-on is free until Feb 1, 2022.

The Vtiger Social add-on is available for One Professional and One Enterprise users and is free until Feb 1, 2022. To start using, please install Social add-on from the Add-ons page. You can manage up to 5 pages/listings/accounts during this period.

 

Offer of the Month - Vtiger Social add-on is free until Feb 1, 2022.

The Vtiger Social add-on is available for One Professional and One Enterprise users and is free until Feb 1, 2022. To start using, please install Social add-on from the Add-ons page. You can manage up to 5 pages/listings/accounts during this period.

 
 

Feature Announcement

 
 

Landing Pages

Build single-purpose standalone pages that focus on specific products and services with the Vtiger Landing Pages module.

Customize your designs - we have hundreds of templates to choose from. 

Add CTAs to direct your visitors towards specific actions.

Increase website traffic and conversion rates!

 

Vtiger Aide

Tired of using multiple conversational tools? Then why not use Vtiger Aide?

Vtiger Aide gives you a seamless experience of attending meetings, taking notes, and creating action items. 

Try Vtiger Aide today - it is available as a Google Chrome extension.

 
 

Landing Pages

Build single-purpose standalone pages that focus on specific products and services with the Vtiger Landing Pages module.

Customize your designs - we have hundreds of templates to choose from. 

Add CTAs to direct your visitors towards specific actions.

Increase website traffic and conversion rates!

 

Vtiger Aide

Tired of using multiple conversational tools? Then why not use Vtiger Aide?

Vtiger Aide gives you a seamless experience of attending meetings, taking notes, and creating action items. 

Try Vtiger Aide today - it is available as a Google Chrome extension.

 
 

New Integration - Webex

Integrate Webex with Vtiger CRM. And voila, you can access the Vtiger CRM Bot in your chat window. 

View and share data from the CRM - data about contacts, deals, cases, and even tasks. 

With data at your fingertips, you can collaborate better with teams, impress your customers and make informed decisions. 

 

New Integration - Google Lead Forms Extensions

Do you use Google Lead Forms? You can now integrate Google Lead Forms with Vtiger CRM. 

Import and create leads automatically. With lead information in the CRM, get to know your leads better. Create appropriate campaigns and great sales pitches.  Get more conversions and propel your sales!

 
 

New Integration - Webex

Integrate Webex with Vtiger CRM. And voila, you can access the Vtiger CRM Bot in your chat window. 

View and share data from the CRM - data about contacts, deals, cases, and even tasks. 

With data at your fingertips, you can collaborate better with teams, impress your customers and make informed decisions. 

 

New Integration - Google Lead Forms Extensions

Do you use Google Lead Forms? You can now integrate Google Lead Forms with Vtiger CRM. 

Import and create leads automatically. With lead information in the CRM, get to know your leads better. Create appropriate campaigns and great sales pitches.  Get more conversions and propel your sales!

 
 

New Integration - MYOB AccountRight

You can now integrate your CRM with MYOB AccountRight. 

Manage your invoices, inventory, and expenses - all from the CRM. Reduce the manual effort, duplication, and errors in your books. 

 

New Integration - MYOB AccountRight

You can now integrate your CRM with MYOB AccountRight. 

Manage your invoices, inventory, and expenses - all from the CRM. Reduce the manual effort, duplication, and errors in your books. 

 
 

New capabilities in VTAP

 
 

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

Data Sync Connector in the Module Designer

Data connector helps you sync data with other applications that have REST APIs. You can sync data from Contacts, organizations, Invoices, and other modules. It allows you to enable auto-sync, control direction of sync, frequency of sync, and many other options. 

WhatsApp Connector module in the Module Designer

The WhatsApp Connector can connect to different service providers. The Connector supports functions such as sending text messages, audio, video, pdf, ppt, doc, excel, and text files, sending print templates from Inventory modules, creating and linking files like documents, etc. 

WhatsApp Integration

Now, you can use this integration with not just Twilio but also with Clickatell, Gupshup, and Textlocal.

Incoming Webhooks

We have enabled inbound custom webhooks using the API Designer.

 

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

Data Sync Connector in the Module Designer

Data connector helps you sync data with other applications that have REST APIs. You can sync data from Contacts, organizations, Invoices, and other modules. It allows you to enable auto-sync, control direction of sync, frequency of sync, and many other options. 

WhatsApp Connector module in the Module Designer

The WhatsApp Connector can connect to different service providers. The Connector supports functions such as sending text messages, audio, video, pdf, ppt, doc, excel, and text files, sending print templates from Inventory modules, creating and linking files like documents, etc. 

WhatsApp Integration

Now, you can use this integration with not just Twilio but also with Clickatell, Gupshup, and Textlocal.

Incoming Webhooks

We have enabled inbound custom webhooks using the API Designer.

 
 

Customer of the Month

 
 

Shinka IT specializes in networking, IT security, and flow analysis. Shinka’s products and services are used by medium and large organizations internationally. Due to its very strong specialization, Shinka offers solutions that meet specific ICT needs. 

Shinka uses the Vtiger CRM for MS Teams

Their feedback - Shinka’s team members found the Vtiger CRM bot plugin for MS Teams easy to understand and use. The plugin was adopted organization-wide. Currently, it is used by project managers.

Sebastien Beuken, a senior member of Shinka’s IT Team, noted:

Sebastien said that “The fully integrated Vtiger add-on within Teams allowed us to retrieve much-needed information directly from within MS Teams...data is very easy to retrieve and share within Teams...We also had a meeting with the Vtiger developers about our experience with the first version, and some requested changes were quickly implemented after this meeting.”

Read more

 

Shinka IT specializes in networking, IT security, and flow analysis. Shinka’s products and services are used by medium and large organizations internationally. Due to its very strong specialization, Shinka offers solutions that meet specific ICT needs. 

Shinka uses the Vtiger CRM for MS Teams

Their feedback - Shinka’s team members found the Vtiger CRM bot plugin for MS Teams easy to understand and use. The plugin was adopted organization-wide. Currently, it is used by project managers.

Sebastien Beuken, a senior member of Shinka’s IT Team, noted:

Sebastien said that “The fully integrated Vtiger add-on within Teams allowed us to retrieve much-needed information directly from within MS Teams...data is very easy to retrieve and share within Teams...We also had a meeting with the Vtiger developers about our experience with the first version, and some requested changes were quickly implemented after this meeting.”

Read more

 
 

Product Updates

 
 

Generate Invoice option in Delivery Note:

This option has been added for Delivery Note records with status as Delivered.

 

Export option in Vtiger Surveys:

You can now export survey results in both CSV and Excel formats.

 
 

Generate Invoice option in Delivery Note:

This option has been added for Delivery Note records with status as Delivered.

 

Export option in Vtiger Surveys:

You can now export survey results in both CSV and Excel formats.

 
 
 

Vtiger Snippets

 
 

Reports say that 4 out of 5 LinkedIn members are decision-makers, and their buying power is twice that of an average web audience. If you are leveraging the power of LinkedIn to generate leads, then use Vtiger Enrich to import lead data into the CRM.

Vtiger Enrich automatically collects lead information from LinkedIn profiles and creates lead records in the CRM. No more manual tasks, no more duplication, and no more wasting time on leads who are not decision-makers. 

Read our blog to see how easy it is to use Vtiger Enrich with your LinkedIn account.

 

Reports say that 4 out of 5 LinkedIn members are decision-makers, and their buying power is twice that of an average web audience. If you are leveraging the power of LinkedIn to generate leads, then use Vtiger Enrich to import lead data into the CRM.

Vtiger Enrich automatically collects lead information from LinkedIn profiles and creates lead records in the CRM. No more manual tasks, no more duplication, and no more wasting time on leads who are not decision-makers. 

Read our blog to see how easy it is to use Vtiger Enrich with your LinkedIn account.

 
 

Vtiger Academy

 
 

Have you signed up for the Vtiger Academy

It is our one-stop learning destination for all things Vtiger CRM, products, features, and processes. Some of our courses include CRM Basics, Vtiger Sales Consultant Training, Basic Configurations, etc. 

Sign up and jumpstart your Vtiger CRM journey today!

 

Have you signed up for the Vtiger Academy

It is our one-stop learning destination for all things Vtiger CRM, products, features, and processes. Some of our courses include CRM Basics, Vtiger Sales Consultant Training, Basic Configurations, etc. 

Sign up and jumpstart your Vtiger CRM journey today!

 
 

CRM Buzz

 
 
Voice-enabled CRMs!

Speech to text or voice enablement tools began with Apple’s Siri and Microsoft’s Cortana, providing online help based on voice commands. Voice-enabled software products allow you to not just perform actions on command and but also enter data. 

Along with AI/ML, voice enablement is one of the top trends in CRMs today. Read this blog to know how ‘voice is about to shape marketing and customer experience in big ways

Did you know Vtiger CRM is voice-enabled? You can use voice commands to perform actions such as Open, Configure, and Display. You can also use the Search command to look for information in the CRM. Currently, we are experimenting with voice-enabled data entry - where you can add notes, descriptions, etc., to your CRM records by simply dictating. 

Not far in the future, we expect that Sales, Marketing, and Customer Support teams will improve customer experience with a voice-enabled CRM.

 

Voice-enabled CRMs!

Speech to text or voice enablement tools began with Apple’s Siri and Microsoft’s Cortana, providing online help based on voice commands. Voice-enabled software products allow you to not just perform actions on command and but also enter data. 

Along with AI/ML, voice enablement is one of the top trends in CRMs today. Read this blog to know how ‘voice is about to shape marketing and customer experience in big ways

Did you know Vtiger CRM is voice-enabled? You can use voice commands to perform actions such as Open, Configure, and Display. You can also use the Search command to look for information in the CRM. Currently, we are experimenting with voice-enabled data entry - where you can add notes, descriptions, etc., to your CRM records by simply dictating. 

Not far in the future, we expect that Sales, Marketing, and Customer Support teams will improve customer experience with a voice-enabled CRM.

 
 

My Favorite Feature

 

'Sales Insights'

 
 

Vamsee Krishna

Sales Manager (Inside Sales)

Sales Insights

This is my fav feature since I can generate insights about: 

Team Performance

Helps identify the top performer in my team, the activity efficiency of each team member, and the Sales cycle duration to understand the time taken by individuals to move to the next stage.

Deal Health

Displays the health of my pipelines and shows if the big deals are getting the proper attention and timely follow-ups.

 
 

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