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

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 (*)

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 (*)

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

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.

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

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

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

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

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