CRM software increases a business’s sales, marketing and support team productivity by centralizing data, providing a 360 degree view of customer histories, automating action with workflows, integrating with third party apps, and much more. Here are 5 easy hacks to improve your team’s productivity while they use Vtiger CRM:
Increase email engagement using behavioral triggers with Vtiger’s Autoresponders
Yesterday, a customer that had been with us for 8 months contacted us to ask how he could automate a follow-up email based on each recipient’s engagement with the first emails. Specifically, he wanted only those users that clicked on a product link included in an email campaign to, two days later, receive a second email containing a discount on that product. Those that didn’t click on the link, he wanted to send another lead-nurture email to. We pointed him to Vtiger’s autoresponder, which sends triggered emails based on prior email engagement, like a click on a link, or specific dates, like a contact’s birthday coming up. Whether you’re trying to reach one contact, or 1,000, add autoresponders to your toolkit to ensure that you get them engaged with the right message at the right time.
Create lists to find and organize records based on a condition using Custom Filters
Tripolex is a property management company that provides property management, inspection, and valuation services for real estate in the San Francisco Bay Area. All of Tripolex’s customer related information is stored in Vtiger. From that data, the company’s regional manager wants to create 3 lists – A list of customers with assets located in the East Bay to an agent in Fremont for follow-up today. A list of high priority tickets for Tripolex’s top customer support rep to address, and a list of last week’s marketing campaigns to identify and incorporate success factors into next week’s campaigns. These lists were created with Vtiger’s custom filters. Custom filters create filtered lists of records that match specific conditions, like those above. These filters can be saved, and the lists can be edited to display only the record data important to you.
Tag records with keywords to find them more easily using the Tag Cloud
Tag clouds help Vtiger users add an arbitrary extra dimension to CRM record categorization. They allow users to tag records with any words, and then perform searches that aggregate records from all modules in Vtiger, unlike custom filters which only search a single module. To understand how tag clouds works, 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 shape a similar marketing campaign being launched next week. Because the agents have tagged every lead, contact, and opportunity generated from that campaign as ‘Refer a friend campaign’, John can easily create a list of all records related to that campaign in a single search without having to fumble between modules.
Track invoice payments due, and request and track payments with the Payments module
Vtiger’s payments module simplifies tracking invoiced receivables, requesting payments, and applying them to invoices. If you close a $10,000 deal, and your customer wants to pay in four installments over two months, you can use Vtiger CRM’s Payments module to send payment requests through integrated gateways like PayPal or Authorize.net. Any payments made by the customer are automatically applied to relevant invoices, while showing the remaining balance if it isn’t made in full.
Store groups of prices for products and services using Price Books
To maximize profits, businesses often apply variable pricing based on supply chain and market factors. That’s because inventory and delivery costs sometimes differ, and customers are often willing to pay different amounts based on their region, the date, or another segmentation factor. For example, products sold in a region with reduced market access to competitors might be sold at a premium. A sales team could apply variable prices by arbitrarily adjusting prices for each sales opportunity, or they could use Vtiger’s Price books to consistently provide adjusted prices, with ease. Price books contain customized price lists of all products and services, and can be used while creating quotes or invoices. You could have a list for customers on-shore, versus overseas, or for products sold to wholesalers or directly to customers. That way you can be sure that your sales rep always provide optimal pricing.
Contact us to learn more about how to leverage powerful features in Vtiger CRM to increase your team’s productivity and delight customers.
