Use historical data to determine if your sales team is ahead or behind. Vtiger surfaces essential aspects of a deal, such as engagement scores, overall sentiment scores, winning chances, and the expected closing dates.
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Obtain a bird's eye-view of the engagements completed on this deal.
Prospects rarely respond to the first email. Increase response rate and save time by automating follow-ups. Define a sequence of emails personalized to a specific target audience.
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Choose triggers (opened/did not open) for each stage and launch sequence with one click.
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View stats on recipients list.
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Are you losing deals because your playbook is hard to remember? Set up Journey templates to let Vtiger guide your team on the steps to advance deal to next stage
Choose one or more approvers. The approver can be a specific individual or L1, L2, L3 supervisors.
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Sales Rep will not be able to make edits when approval is pending.
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The approver can approve or reject in one click, and add notes to provide feedback when needed. They can do this from Mobile App, Actions page in App, or Email.
Create personalized web forms to capture leads from your website.
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Import leads, contacts and account data from a variety of sources effortlessly into Vtiger with the import wizard.
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Keep your contact information up to date with a variety of sources with Vtiger data connectors.
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Are you worried about storing your customer data or information without their consent? Worry not! Vtiger Privacy Guard will help you seek your customers' permission.
Organize contacts based on their stage in the contact life cycle.
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Configure dependencies between source and target picklist fields.
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My Sales Dashboard - A personal dashboard for each one of your sales reps to show how he/she is faring on leading and lagging KPIs against the best performers.
As a Sales rep, how are you doing on key metrics? My Sales Dashboard is your mirror and shows leading indicators that you might need to improve to increase the win rate.
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Customize to choose the metrics that are important for you.
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Filter by pipeline and timeframe.
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See your leading performers, top accounts, top products and more.
Track your sales team's customer-related activities. You can access emails, phone calls, calendar events, and tasks.
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Visualize your pipeline. Get insights into deal status and value, deal progression, and sales reps' activities on active deals.
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Be on top of your team's performance. Track goal completion and revenue target achievement easily.
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Get insights into deal journeys. Track and zero in on idle and slipped deals with these reports.
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Not able to monitor the actions of your contact or a customer on the document? Document insights in Vtiger give you the flexibility to track the recipient's activity.
Create or enrich contacts in Vtiger directly from their social profiles.
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Update contact information with the latest from their social profiles.
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Easily import contact data from social channels into Vtiger CRM.
Note: You can enable the option "Show only contacts that are in CRM" to avoid duplicates.