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How to Use Vtiger CRM

What is a CRM

Any company from any industry has to deal with a lot of things when it comes to business management Weather you own a small business with a few employees or a large-scale company. CRM software is developed to organize your business operations and manage your team efficiently. This software is used around the world to enhance business productivity by automating complex tasks, creating workflows, generating leads and running marketing campaigns, etc.

"What is Vtiger"

Vtiger is a powerful customer relationship management software tool, enabling millions of businesses to level up their management operations and perform complex processes easily. Vtiger is a smart tool that offers a wide range of features and additional plug-ins for teams to handle important data, perform calculations, send email campaigns, set reminders, or enhance the layout of modules. It extends features to help employees from any department master their tasks.

The role of VtigerDEV

A Vtiger service-providing company comprises experienced developers helping businesses expand their productivity by tailoring it according to their needs and strategies. VtigerDEV is a leading Vtiger service-providing agency. At VtigerDEV our aim is to offer the most reliable and accurate services to our valuable customers at affordable packages. After understanding your Vtiger requirements our team will suggest you suitable extensions, integrations, and customizations. Moreover, we have a support representative working to help you set up Vtiger on your system and fix the bugs that might come your way.

Step to follow when working on Vtiger

Vtiger offers a variety of features and extensions to customize it as per your requirements. Installing Vtiger properly and configuring it the right way is the key to making the most out of it. When working on Vtiger, there are several things and steps you must keep in mind. Some of these are mentioned below. 

  1. Installation: Installing and setting Vtiger can be a tricky task. But don’t worry because we at VtigerDEV help you set up and configure Vtiger so that you can use it for your sales management, marketing automation, customer interactions, and much more.
  2. Setting up your organization:After installing Vtiger on your systems it is important to properly set it for your organization like adding your company’s details logo etc.
  3. Customization: The next step in Vtiger configuration is to customize it so that it fits your business interests. For that hire Vtiger developers like VtigerDEV to get the best results. 
  4. Adding data: As we know that Vtiger is a tool to manage and maintain important data. Thus, in this step, you need to add your customer’s important data in Vtiger to maintain it in a more systematic way. Link your spreadsheet with Vtiger and transfer all the relevant data to specific modules.
  5. Integrate software: Multiple software work together for smooth business management. In this step integrate the third-party software and tools with Vtiger CRM to get a better experience.
  6. Training: Training your team to use Vtiger is important as it requires extra care and knowledge of Vtiger. Get your employees train and familiar with the new working environment so they can streamline processes and increase efficiency by automating tasks and performing basic to complex operations with this powerful software.


Additional points to remember

Vtiger offers additional features so that you can have a smooth ride with the CRM:

  1. Setting roles and sharing rules: Vtiger is a tool to manage your team, it offers extensive support and features to set roles in your organization that define the hierarchy of users. Moreover, you can set sharing rules to define the access granted to different users.


  1. Workflow management: Workflows are created in Vtiger to automate basic operations. It saves a lot of time and effort and improves your business productivity and efficiency.


  1. Reports and dashboard: In Vtiger keeping track of all the operations and projects is made a lot easier with the reports feature. You can create a detailed report to analyze the processes in your organization and get all the insights to make informed decisions.


  1. Manage leads: This feature is useful for the sales team in your organization. Vtiger can be used to generate leads, close deals and manage the overall sales process.


  1. Handle customer interactions: Vtiger is used by businesses to manage their customer interactions and provide reliable services. You can handle your customer inquiries and respond to them timely through Vtiger customer support features. This increases their satisfaction and so increase the sales of your business.

Getting your Vtiger customization done by VtigerDEV

The scope of Vtiger doesn’t end here. If you dig deep into Vtiger features, you will know the power of using Vtiger for your business. If you want to know more about Vtiger read our articles. In case of any questions and queries reach out to our support team.