Onboarding & Coaching Sales Reps

- From the CEO’s Desk

Selling is hard. As a Sales rep, it is not enough to just know your product or service and understand your customer needs. You have to keep track of market trends, know your competition, and understand how your existing customers have benefitted from your product (read success stories, speak to clients). 

Sales reps have to be at the top of their game to convince clients about the value of the product/service, handle objections, and close deals. 

There is little room for error in sales.

As customers, it doesn’t take us long to smell mediocrity when a poorly informed sales person is pitching to us. We also recognize easily when we encounter a good one. A sales rep who not only understands the product but has deeper knowledge that you are expecting.  

Sales also has high churn due to the pressure of quotas, which means the job of imparting this knowledge is a repetitive thing. 

How do you gear up a new sales rep with all the necessary knowledge? 

New age sales tools are attempting to address this through different and disjointed means:

  1. Embedding features of a Learning Management System to make Sales Onboarding easier. 
  2. Conversations Analysis to do voice analysis and NLP on calls and emails to do continuous coaching.
  3. Gamification to make learning fun. 

At Vtiger, we started work on onboarding and coaching two years ago. Via Calculus AI, managers have been able to analyze calls and emails that have been flagged for review and offer suggestions.

Now, we are excited to announce the beta release of a built-in LMS designed to make it easy to onboard your sales reps. 

In the excellent book "If we only knew what we know", the authors make it clear that businesses have a lot to gain by harvesting the knowledge they have. This is best done by sharing it in an easy and timely way. Vtiger’s new LMS module aims to make learning fun and easy through Courses, Concepts, Exercises, and Quizzes. 
 
 

Webinar

 
 

Webinar on customizing Vtiger CRM - on April 14, 2022. 

Register today and learn the basics and begin customizing Vtiger CRM to meet your business needs.
 

Vtiger conducted a joint webinar with Zoho on the Vtiger+Zoho Sign integration.

If you missed, click here to view the webinar. 
 

Webinar on customizing Vtiger CRM - on April 14, 2022. 

Register today and learn the basics and begin customizing Vtiger CRM to meet your business needs.
 

Vtiger conducted a joint webinar with Zoho on the Vtiger+Zoho Sign integration.

If you missed, click here to view the webinar. 
 
 

Vtiger Academy & Knowledge Base

 
 

Have you signed up for Vtiger Academy yet? 

We have a whole list of how-to videos that show how you can configure the CRM.

It is our one-stop learning destination for all things Vtiger CRM. Jumpstart your Vtiger CRM journey today!

Knowledge Base is our repository of articles (help documentation) and FAQs. For quick know-how about a feature, search for, and read an article.
 

Have you signed up for Vtiger Academy yet? 

We have a whole list of how-to videos that show how you can configure the CRM.

It is our one-stop learning destination for all things Vtiger CRM. Jumpstart your Vtiger CRM journey today!

Knowledge Base is our repository of articles (help documentation) and FAQs. For quick know-how about a feature, search for, and read an article.
 
 

CRM Buzz

 

(CRM News and Technology Trends)

 
 

Channel-less CRM for communication!

Are you familiar with this term, channel-less? If not, let us explain. 

It is April 2022 - and the world has not returned to its pre-pandemic state of doing business in the offline mode. Many businesses have moved online. Sales and support teams are increasingly using the convenience of the tools on their computers to connect with customers. 

Today, you can call, send SMSes, emails, respond to social media posts, and even send WhatsApp messages from your laptop. These are different channels of communication but many of these channels need different apps and therefore multiple screens.

If you are a business using these channels to communicate, your teams will be switching between multiple screens throughout the day. Having to look up information also becomes strenuous since they will not have access to data from these apps. Your CRM must make it convenient to provide a single platform to connect with your customers, regardless of the channel you use. 

Vtiger CRM does just that! Vtiger has created a ‘channel-less’ mode of communication by providing multiple channels on a single screen - phone calls, SMS, WhatsApp, email, etc. 

You can connect with your customers seamlessly from different channels right from the CRM screens. For example, simply hovering over a contact record displays all these options, making it easier to connect with the contact. Moreover, with our One View feature, your team will have access to the latest data from across the CRM at their fingertips. 

Vtiger CRM also comes with the Social module, from which you can manage all your social media accounts from a single screen.

 

Does your CRM do that? If not, it is time to switch over to Vtiger CRM.
 

Channel-less CRM for communication!

Are you familiar with this term, channel-less? If not, let us explain. 

It is April 2022 - and the world has not returned to its pre-pandemic state of doing business in the offline mode. Many businesses have moved online. Sales and support teams are increasingly using the convenience of the tools on their computers to connect with customers. 

Today, you can call, send SMSes, emails, respond to social media posts, and even send WhatsApp messages from your laptop. These are different channels of communication but many of these channels need different apps and therefore multiple screens.

If you are a business using these channels to communicate, your teams will be switching between multiple screens throughout the day. Having to look up information also becomes strenuous since they will not have access to data from these apps. Your CRM must make it convenient to provide a single platform to connect with your customers, regardless of the channel you use. 

Vtiger CRM does just that! Vtiger has created a ‘channel-less’ mode of communication by providing multiple channels on a single screen - phone calls, SMS, WhatsApp, email, etc. 

You can connect with your customers seamlessly from different channels right from the CRM screens. For example, simply hovering over a contact record displays all these options, making it easier to connect with the contact. Moreover, with our One View feature, your team will have access to the latest data from across the CRM at their fingertips. 

Vtiger CRM also comes with the Social module, from which you can manage all your social media accounts from a single screen.

 

Does your CRM do that? If not, it is time to switch over to Vtiger CRM.
 
 

My Favorite Feature

 
 
Akshath T.A
Software Engineer

Replies to @Mention notifications from Gmail.

I use this feature frequently in my day-to-day collaboration with my team and also other teams. This feature helps me respond quickly to the mentions on the go without having to use the Web Interface or the Mobile App. 

Another advantage is, that it shows the chain of replies to the parent notification which in some cases, helps to view and understand the context from the same view.
 
 

Get exclusive CRM content!

 
 

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