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 ===== vTiger CE Documentation ===== ===== vTiger CE Documentation =====
-  +  * [[vtiger:vtigerCE:sales|vTigerCE SalesManager]] 
- +  * [[vtiger:vtigerCE:admin|vTigerCE Admin]] 
-    Sales Manager Guide +  * [[vtiger:vtigerCE:customize|vTigerCE Customization]]
-        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. +
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-    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. +
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-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 +
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-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. +
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-Phone calls is one of the activities tracked in Sales Insights. So, connecting your phone system will give you more actionable information. +
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-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. +
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-    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 +
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-11. See how your clients are engaging with the content you are sending +
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-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? +
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-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. +
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-Learn more on the Document tracking page. +
-12. Signing Agreements and Closing Deals. +
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-    Gets document digitally signed in seconds with DocuSign integration to close deals faster. +
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-13. Setup Quotas and View Forecasts +
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-    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 +
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-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? +
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-Get answers to these and more questions from the Sales Insights +
-15. Sales reporting and Dashboards +
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-    Track your sales team activity, sales pipeline and sales performance on your dashboard. +
-    Create custom reports and charts and pin it to your dashboard +
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-16. Go Social with Twitter Integration +
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-    Connect with your customers socially, convert a tweet to Lead or an Opportunity and monitor your competitors +
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-17. Use Vtiger Buzz to stay connected even when you are not in the CRM +
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-Get Vtiger Buzz, your personal sales assistant! +
-18. Integrating Vtiger with Accounting application +
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-Synchronize contacts, products, and invoices between Vtiger and your company’s accounting system without any manual entry using any of the following integration +
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-    Quick books +
-    Xero +
-    Tally +
-    PayPal +
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-19. Integrate Vtiger with your favorite applications +
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-    Google +
-    Office 365 +
-    Outlook +
-    Use Zapier integration to connect Vtiger with 300 + applications via a zap +
- +
-20. Get Documents from external drives. +
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-    Google Drive +
-    Drop box +
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-21. Install Gmail Add-on - Vtiger’s sidebar for Gmail +
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-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.1601808009.txt.gz
  • Last modified: 2020/10/04 10:40
  • by admin