VTiger Admin Training
VTiger is the leading open-source customer relationship management system (CRM) that helps corporate's manage and streamline their sales pipelines and processes. Track and nurture customers across marketing, sales, and customer service with VTiger
| Description | Days | Price (exc vat) | |
|---|---|---|---|
|
VTiger Admin Traning |
3 | ZAR | USD
|
| R 12,500 | $ 1,000 | ||
|
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
- Share documents with Contacts
Quote Management
- Create Quote from Opportunity
- Send Quotes with ready-to-use templates
- 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
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
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 Your Support Process
- Define case lifecycle from creation to closure
- Define triggers and transitions
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 aAd-hoc Reports
- Understanding real time widgets
- Understanding historic charts
- Generating ad-hoc reports