Productivity 5 CRM that will help you do more with less effort!

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CRM software improves business productivity across sales, marketing, and support departments by centralizing data, providing a 360-degree view of customer history, automating actions with Workflows , integrating with third-party applications, and more. Here are 5 easy hacks to improve your team’s productivity when they use Vtiger CRM:

Increase Email Engagement Using Behavioral Triggers with Vtiger's Autoresponders

Yesterday, a client who had been with us for 8 months taiwan whatsapp number contacted us to ask how he could automate a follow-up email based on each recipient’s interaction with the initial emails. Specifically, he wanted only those users who clicked on a product link included in an email campaign to receive a second email two days later with a discount on that product. For those who didn’t click on the link, he wanted to send another email asking for nurture. We pointed him to Vtiger’s autoresponder, which sends triggered emails based on previous email engagements, like clicking on a link, or on specific dates, like a contact’s birthday. Whether you’re trying to reach one contact or 1,000, adding autoresponders to your toolbox ensures you’re engaging them with the right message at the right time.

Create lists to search and organize records based on conditions using Custom Filters

Tripolex is a property management company that provides property management, inspection and appraisal services in the San Francisco Bay Area. All of Tripolex's client information is stored in Vtiger. Based on this data, the company's regional manager wants to create 3 lists - a list of clients with assets located in the East Bay to the agent in Fremont who will be following up today. A list of high priority tickets that Tripolex's top support representative should follow up on, and a list of last week's marketing campaigns to identify and incorporate success factors into next week's campaigns. These lists were created using Vtiger's custom filters. Custom filters create filtered lists of records that meet specific conditions, as outlined above. These filters can be saved and the lists can be edited to display only the record data that is important to you.

Tag your posts with keywords to make them easier to find using Tag Cloud

Tag clouds help Vtiger users add a custom extra dimension to categorizing CRM records. They allow users to tag records with any words and then run a search that combines records from all modules in Vtiger, as opposed to custom filters that only search within a single module. To understand how tag clouds work, we'll use the previous Tripolex example again. After creating a filter that includes all email marketing campaigns sent out last week, the regional manager now wants to identify all leads, contacts, and opportunities generated from a recent Refer-a-Friend campaign to help create a similar marketing campaign to run next week. Because agents tagged every lead, contact, and opportunity generated from that campaign as a Refer-a-Friend campaign, John can easily create a list of all records related to that campaign in a single search without having to cycle through modules.

Track invoice payments and request and track payments using the Payment module

Vtiger’s payment module makes it easy to track your invoice receivables, request payments, and apply them to your invoices. If you have a $10,000 deal and your customer wants to pay in four installments over two months, you can use Vtiger CRM’s payment module to send payment requests through built-in gateways like PayPal or Authorize.net. Any payments made by the customer are automatically applied to the appropriate invoices, with the balance shown if it has not been paid in full.

Store groups of prices for goods and services using Price Books

To maximize profits, companies often use variable pricing based on supply chain and market factors. This is because inventory and shipping costs sometimes vary, and customers are often willing to pay different amounts depending on region, date, or other segmentation factor. For example, products sold in a region with limited market access for competitors may be sold at a premium. The sales team can apply variable pricing, adjusting prices at random for each sales opportunity, or use Vtiger Price Books to provide consistent adjusted prices with ease. Price Books contain individual price lists for all products and services and can be used when creating quotes or invoices. You might have a list for onshore versus offshore customers, or for products sold to wholesalers or direct to customers. This way, you can be sure your sales rep will always provide the best prices.