Training Services

See private training options for individuals and teams to master best practices
selling and supporting with Vtiger CRM

Packages

Sales Manager Training Package (Sales Sessions 1 to 6) $720
Sales Person Training Package (Sales Sessions 1 to 4) $720
Support Manager Training Package (Support Sessions 1 to 4) $480
Support Agent Training Package (Support Sessions 1 to 2) $480
Single 90 minute Training Session $240

Sessions

Note: Topics in asterisk (*) are covered in premium editions

Sales Sessions

Sales Session 1 (90min)

Getting started with Vtiger

  • Vtiger navigation
  • Personalization of home page
  • Languages and user preferences
  • How is data organized in Vtiger?
  • Data sharing and visibility
  • Viewing alerts using Notification center and Desktop notifications

Internal Collaboration

  • Record contextual collaboration with Comments and @mentions
  • Internal chat tool for instant collaboration with internal team
  • Use Vtiger documents to share content internally

Sales Session 2 (90min)

External Collaboration – Emails, Calls, Documents

  • Using sales inbox for collaborative task based emails
  • Using Gmail plugin to link Emails with Vtiger CRM records without leaving Gmail
  • Syncing Emails from Gmail,Office 365 and Outlook with Vtiger
  • Integrate Vtiger with Telephony solutions like Twilio, Plivo, Exotel
  • Share documents with Contacts

Deal management

  • Visual pipeline – Activity based sales
  • Manage your meetings with Vtiger calendar
  • Set up customer meetings via Appointment pages
  • View forecast and personal quotas (*)

Sales Session 3 (90min)

Quote management

  • Create Quote from Opportunity
  • Send Quotes with ready-to-use templates
  • Get signed Quotes in minutes without esignature service.
  • Inventory management using Products (*)
  • Manage Sales Orders and Invoices (*)

Sales Session 4 (90min)

Reporting

  • Creating detailed report, chart report and pivot report
  • Track your sales targets and actuals with Sales insights (*)
  • Check your activity log and efficiency for ongoing deals
  • Get monthly, quarterly pipeline health status digest emails (*)
  • Use Sales Insights to check your team’s current pipeline, projections, activity and deal status (*)

Vtiger 360 for Mobile Sales person

  • Setup primary lists on Mobile dashboard
  • Take pictures and upload to contact record or other records
  • Customize Push notifications
  • Scan business cards to create Leads
  • Use shortcut menu to quickly create related records such as Event/Task/Email/Document/Quote/Contact
  • Record management on Mobile (View, Update, Create/Update related data)
  • View upcoming Events and manage check in and checkouts for onsite meetings

Sales Session 5 (90min)

Customizing Vtiger for your Sales team

  • Set up Sales hierarchy
  • Set up financial year, Forecast and Quota time periods.
  • Set up Sales Stages and map to Forecast categories
  • Assign quotas to your team, adjust forecasts for your team.
  • Create Appointment pages for customer meetings
  • Customize Email templates for your sales team to send standard replies
  • Customize Print templates to reflect in the quotes sent by your sales team.

Sales Session 6 (90min)

Automating Sales process

  • Workflows to automate repetitive tasks
  • Round Robin assignment rules for Leads and Opportunities
  • Thresholds for Idle alerts
  • Set up automation rules for Inbox
  • Advanced reporting and scheduling

Support Sessions

Support Session 1 (2 hrs)

Getting started with Vtiger

  • How can a Help Desk benefit a Support agent?
  • Vtiger navigation
  • Personalization of home page
  • Languages and user preferences
  • How is data organized in Vtiger?
  • Data sharing and visibility
  • Import Cases, Organizations and Contacts
  • Viewing alerts using Notification center and Desktop notifications

Internal Collaboration

  • Share your calendars with your colleagues using Vtiger calendar
  • Record contextual collaboration with Comments and @mentions
  • Internal chat tool for instant collaboration with internal team
  • Share content internally with Vtiger Documents

Support Session 2 (90min)

External Collaboration – Calendar, Emails, Calls, Documents

  • Set up customer meetings via Appointment pages
  • View your appointments with Contacts using Vtiger calendar
  • Syncing Emails from Gmail,Office 365 and Outlook with Vtiger
  • Integrate Vtiger with Telephony solutions like Twilio, Plivo, Exotel
  • Share documents with Contacts

Case management

  • Working with cases – creation to closure
  • Multi-channel engagement
  • Using list views and summary views
  • Using templates
  • Using knowledge base
  • Alerts and escalations

Support Session 3 (90min)

Customizing Vtiger for your Support team

  • Define Roles and Profiles
  • Organize your support team
  • Configure business hours
  • Set up SLAs
  • Response and resolution times
  • Alerts and escalations
  • Define list views based (based on escalation status, due time, priority, ..)
  • Define templates for alerts, escalations, acknowledgements
  • Create knowledge base
  • Customize layouts for summary views

Define Roles and Profiles

  • Organize your support team
  • Configure business hours
  • Set up SLAs
  • Response and resolution times
  • Alerts and escalations
  • Define list views based (based on escalation status, due time, priority, ..)
  • Define templates for alerts, escalations, acknowledgements
  • Create knowledge base
  • Customize layouts for summary views

Support Session 4 (90min)

Automating Support process

  • Workflows to automate repetitive tasks
  • Including case creation and routing to groups
  • Round Robin assignment rules for Cases
  • Thresholds for Idle alerts
  • Notifications and alerts for cases not assigned or accepted on time
  • Case closure from Wait and Resolved states
  • SLA clock behavior for custom states
  • State transitions from Wait states on customer reply

Support insights and ad-hoc reports

  • Understanding real time widgets (*)
  • Understanding historic charts (*)
  • Generating ad-hoc reports