vtiger:vtigerce:sales

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vtiger:vtigerce:sales [2020/10/04 10:38] – created adminvtiger:vtigerce:sales [2020/10/04 10:46] (current) – admin
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-==== Sales Manager Guide ====+==== vTigerCE Documentation: Sales Manager Guide ==== 
 +  
 + 
 +    Sales Manager Guide 
 +        1. Add your team members & set up permissions 
 +        2. Add custom fields to store information specific to your business and your clients. 
 +        3. Customize Contact Type, Contact Status, Pipelines & Sales Stages 
 +        4. Configure Automation 
 +        5. Setup Appointment Pages 
 +        6. Setup Group Mailbox for your Sales team and Individual mailboxes in Vtiger Inbox 
 +        7. Bring your data into Vtiger 
 +        8. Connect your phone system to Vtiger to track calls 
 +        9. Follow up on opportunities and collaborate internally to move them forward through the sales cycle. 
 +        10. Prepare Quotes, get discount Approvals, & send Quotes using custom templates 
 +        11. See how your clients are engaging with the content you are sending 
 +        12. Signing Agreements and Closing Deals. 
 +        13. Setup Quotas and View Forecasts 
 +        14. Get actionable information with Sales Insights 
 +        15. Sales reporting and Dashboards 
 +        16. Go Social with Twitter Integration 
 +        17. Use Vtiger Buzz to stay connected even when you are not in the CRM 
 +        18. Integrating Vtiger with Accounting application 
 +        19. Integrate Vtiger with your favorite applications 
 +        20. Get Documents from external drives. 
 +        21. Install Gmail Add-on - Vtiger’s sidebar for Gmail 
 +        22. Getting business done on the road with the Mobile app 
 + 
 +Sales Manager Guide 
 + 
 +This guide will help you tailor Vtiger for your Sales team. 
 + 
 + 
 + 
 +Who should read this Guide? 
 + 
 +    Sales Managers 
 +    Administrators 
 + 
 +1. Add your team members & set up permissions 
 + 
 +Vtiger offers role-based access control mechanism for distributed sales teams that want to restrict access to contacts and opportunities within territory. Within the records, profiles can be used to control which fields a user can access and edit. 
 + 
 +    Add Users from Settings > Users page. 
 +        Reports to field in User record identifies the manager, and is used in Sales Forecast & Quotas dashboard. 
 +    Configure Sharing Rules 
 + 
 +2. Add custom fields to store information specific to your business and your clients. 
 + 
 +You can add custom fields in Contacts, Leads, Opportunities and other modules. 
 + 
 +    Adding Custom Fields to any standard module or custom module 
 + 
 +You can also add custom modules to store additional information related to contacts or opportunities (ex: Expenses module) 
 + 
 +    Adding custom modules to track custom data 
 + 
 +3. Customize Contact Type, Contact Status, Pipelines & Sales Stages 
 + 
 +    Use Contact Type to classify Leads, Sales Qualified Leads, Customers Leads & Contacts. 
 +        Customize Contact Types and Contact Status values from Picklist Editor 
 +    Configure Pipelines & Stages 
 + 
 +4. Configure Automation 
 + 
 +    Setting up Workflows to automate activity follow ups and update downstream modules 
 +    Configure Assignment Rules to assign Leads. 
 +    Setup Discount Approval Rules 
 + 
 +5. Setup Appointment Pages 
 + 
 +Set up Appointment pages for your sales persons (or they can do it too) to allow clients to pick available times for meetings. 
 + 
 +You can also set up Auto-assigned appointment pages that are auto-assigned to next available agent (ex: demo requests) and Group Appointment pages for group events (ex: webinars). 
 + 
 +Your Sales persons can create Meetings and invite contacts from Calendar in Vtiger. Meetings are one of the activities tracked in Sales Insights. 
 + 
 +Use Google sync or Office 365 sync or Outlook plugin to synchronize Calendar. 
 +6. Setup Group Mailbox for your Sales team and Individual mailboxes in Vtiger Inbox 
 + 
 +You want your sales team to collaborate on emails coming to your company’s sales address. Vtiger Inbox enables that, and also supports individual mailboxes. 
 + 
 +    Setup Mailboxes in Vtiger Inbox 
 + 
 +7. Bring your data into Vtiger 
 + 
 +    Importing Contact data from a CSV file, an email, a form submitted on your website, or a third-party app like Google Contacts or Office 365 
 +    Bringing Leads from the Website 
 +    Use Web Service APIs to connect to your existing apps 
 +    Contact Vtiger team if you need to learn about our Migration services. 
 + 
 +8. Connect your phone system to Vtiger to track calls 
 + 
 +Vtiger connects to popular cloud based telephony systems. In less than 1 hour you can configure the extensions to initiate and received calls from within your CRM. 
 + 
 +Phone calls is one of the activities tracked in Sales Insights. So, connecting your phone system will give you more actionable information. 
 + 
 +Connect Vtiger to your phone system. 
 +9. Follow up on opportunities and collaborate internally to move them forward through the sales cycle. 
 + 
 +    Ready to engage? Send an email or place a call in a single click (& record it, too, if you choose). Or if you need assistance from an expert in the organization before you can do that, @tag them in a comment that instantly lets them know to take a look. 
 + 
 +    Vtiger ensures that you’re always in the know with on-screen, SMS, or email alerts that notify you if a contact becomes active, idle, or meets other conditions. Do this for contacts assigned to you or your team, or select individual contacts to receive notifications for. 
 + 
 +    Not yet ready to reach out to a contact? Create a task to follow up with them later. Or if you’ve already scheduled a meeting, create a calendar event. Tasks and events are linked to the contact’s record so that their information is just a click away. Calendar events are also synchronized with Google, Outlook, and other calendars. 
 + 
 +10. Prepare Quotes, get discount Approvals, & send Quotes using custom templates 
 + 
 +    Generate a Quote using quote generator when an Opportunity is in quote stage 
 +    Setup Approval rules to automate discount approvals. 
 +    Customize your Quote and Invoice PDF generated using Print Templates 
 +    Personalize Email content using Email Templates 
 + 
 +11. See how your clients are engaging with the content you are sending 
 + 
 +Did your prospect open the Quote? How they view all the pages in the Quote? 
 +How about that comparison document you sent? 
 +Which marketing document is leading to better conversion? 
 + 
 +Get answers to all the above with Document Insights. All you need to get it is share documents directly, or insert document links when sending emails. 
 + 
 +Learn more on the Document tracking page. 
 +12. Signing Agreements and Closing Deals. 
 + 
 +    Gets document digitally signed in seconds with DocuSign integration to close deals faster. 
 + 
 +13. Setup Quotas and View Forecasts 
 + 
 +    Using Sales Forecasts module, get realistic estimates of your team with an option to adjust your team’s forecasts 
 +    Set monthly or quarterly quotas 
 + 
 +14. Get actionable information with Sales Insights 
 + 
 +Which opportunities are at risk? 
 +Which opportunities need your attention? 
 +Which opportunities are taking most of the time? 
 +Which stage of the funnel are opportunities taking most time at? 
 +How are different sales persons advancing the opportunities? 
 + 
 +Get answers to these and more questions from the Sales Insights 
 +15. Sales reporting and Dashboards 
 + 
 +    Track your sales team activity, sales pipeline and sales performance on your dashboard. 
 +    Create custom reports and charts and pin it to your dashboard 
 + 
 +16. Go Social with Twitter Integration 
 + 
 +    Connect with your customers socially, convert a tweet to Lead or an Opportunity and monitor your competitors 
 + 
 +17. Use Vtiger Buzz to stay connected even when you are not in the CRM 
 + 
 +Get Vtiger Buzz, your personal sales assistant! 
 +18. Integrating Vtiger with Accounting application 
 + 
 +Synchronize contacts, products, and invoices between Vtiger and your company’s accounting system without any manual entry using any of the following integration 
 + 
 +    Quick books 
 +    Xero 
 +    Tally 
 +    PayPal 
 + 
 +19. Integrate Vtiger with your favorite applications 
 + 
 +    Google 
 +    Office 365 
 +    Outlook 
 +    Use Zapier integration to connect Vtiger with 300 + applications via a zap 
 + 
 +20. Get Documents from external drives. 
 + 
 +    Google Drive 
 +    Drop box 
 + 
 +21. Install Gmail Add-on - Vtiger’s sidebar for Gmail 
 + 
 +While reading an email from a Contact, you might have often felt the need to look up the recent notes, opportunity status, or related tickets for that contact. Vtiger CRM for Gmail, a Chrome extension, gives you everything you need to know about the Contact, right within your Gmail window. Click here for more details. 
 +22. Getting business done on the road with the Mobile app 
 + 
 +Be connected to your customers and don’t miss any activity while you are on the road using Vtiger mobile app. 
 + 
 +    IPhone 
 +    IPad 
 +    Android 
  
  • vtiger/vtigerce/sales.1601807885.txt.gz
  • Last modified: 2020/10/04 10:38
  • by admin