Sales Productivity
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Find pages, features, and help articles.
Anticipate business outcomes using historical data in the CRM and make intelligent decisions. Stay ahead of the business curve by predicting task durations, identifying who is most likely to close leads or deals, and more.
Build and train your prediction models using Predictive AI Designer without technical expertise. Create models that fit your specific business requirements in just a few clicks. Whether you are trying to forecast which leads are most likely to convert or anticipate SLA violation, you can design predictive models that work for you.
Select essential information you believe will influence the prediction from the CRM and incorporate it into your training process. If you are forecasting task completion times, you could include parameters such as task type, assigned member, etc., allowing you to tailor the model to your business context.
Leverage Classification Models to make categorical predictions like identifying potential SLA violations. Or, employ Regression Model to predict task completion dates. Adapt to various prediction types and tailor insights to your unique preferences.
Outliers are records that stand out from the norm in the CRM data. For eg, if resolving a bug usually takes 1 hour but one instance took 5 hours, this record could adversely affect the accuracy of your training models. Detect and eliminate such records to improve the precision of your prediction.
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.