The daily routine isn’t new to anyone. Depending on what you sell, and who your clients are, you might engage with 1 to 100 emails, calls, tweets, or any other forms of communication a day. During those conversations, as deals move forward, you obtain new information critical to the future of the deal. Much of that information is left in emails, committed to memory, or left on that notepad in front of you. Oftentimes, however, this data never makes it into your CRM.
Unless you’re incredibly organized with physical notes and have a perfect memory, skipping the CRM data entry step can have adverse consequences in later sales stages. Forgetting to enter a meeting, for example, then missing it later (I’ve personally been on the customer-end of this) can spell disaster for a contact’s perception of your organization. After all, shopping is seldom done at just one business, and shoppers constantly seek signals for who will best care for them. Calling a customer and forgetting what they wanted to discuss can be equally damaging.
Vtiger CRM’s data capturing tools eliminate data entry, so you can skip that step and still have everything you need. Transform emails, phone calls, and webform submissions into crm records and updates, automatically and in real time. This allows you to focus on the customer in front of you, lets you better personalize communications, and leaves no room for the errors that might creep in through manual data entry.
Let Vtiger’s Mailroom automatically create records, attach emails, and notify salespeople when new emails arrive
Your inbox “unread” number taunts you every day. Many of these emails must make their way into your CRM – some in the form of an attachment to a new CRM contact, and others as an attachment to an existing contacts. Both of these tasks, as well as notifying concerned parties, can be handled automatically by Vtiger’s mailroom. If, for example, an email arrives with information about a hot lead, then mailroom creates a lead record, auto-fills the lead fields from information in the email body, and directly assigns the record to a sales rep. Now the sales rep can instantly follow up on that lead without having to process the email. Process – simplified!
Create leads and opportunities from customer Tweets with Vtiger’s Twitter Integration
Customers increasingly engage with businesses over Twitter. Recording these engagements in a company CRM often requires some form of manual data-entry from sales or support reps. This extra step takes time, and draws attention away from customers. Vtiger’s social module lets sales reps create records directly from Twitter engagements with a single click. Create opportunities from tweets that express interest in your offer, or create leads from tweets that tells that the person is looking for a product/service that you provide. Additionally, use Vtiger’s Zapier integration to automatically create leads or opportunities when someone comments on your posts.
Automatically log and record phone calls with Vtiger’s Phone Integration
You no longer have to worry about breaking the flow of cold calling to make data entries into CRM. By placing phone calls through Vtiger, you see automatically logged calls. Additionally, the option to record calls means that you can always refer back to it in case your notes aren’t complete. You can also create opportunity or ticket from incoming calls with a single click.
Sign up for a free trial to try Vtiger’s automating tools and improve your productivity. Have any questions? Mail us at [email protected]
