Vtiger’s Insights Designer, a light, easy-to-use, practical BI tool - just what SMBs need!
- From the CEO’s Desk
I am excited about the launch of Insights Designer. With it, you can now design dashboards to show custom metrics and widgets that aren't possible with the default reporting module in the CRM.
Though not quite a full-fledged BI tool, the Insights Designer might just be what you are looking for.
Insights Designer offers the following:
1. New charts that can be added to the dashboard (Metric, Pivot)
2. Custom query support that fetches data from different endpoints, including those outside Vtiger. It supports -
Direct query to Vtiger DB
Vtiger Webservice API
Use of Custom Rest APIs developed via VTAP's API Designer
3. Raw SQL
4. Filter fields at the dashboard level that can be used in all the widget queries and APIs (as request parameters)
Our Growth team previously used spreadsheets for tracking sales across different channels. For example, we track deals closed by the internal sales team, our partners, and direct subscriptions. To classify deals into one of these three, we needed custom logic based on the owner of the deal. Earlier, this was done manually. Now, with the Insights Designer, we are able to write custom SQL to generate charts like the following (illustrative data).
Insights Designer is available in the Vtiger One Enterprise edition and Developer Edition. For more information on Insights Designer, please click here.
What’s New in Vtiger
Quality Audit
The Quality Audit feature in Vtiger CRM aids you in auditing your products, services, locations, etc., to help you provide a better service to your customer. It comes with the following components:
Audit Templates to define the parameters/checklists to be assessed by auditors.
Audit Forms that are mobile-friendly for auditors to do audits from their tablets and phones.
Scores that are automatically computed based on the parameters.
Audit Insights that help you identify recurring issues and shortcomings.
We used VTAP to build the integration between Vtiger CRM with Pipedrive. You will now be able to sync your Pipedrive data with Vtiger CRM.
Quality Audit
The Quality Audit feature in Vtiger CRM aids you in auditing your products, services, locations, etc., to help you provide a better service to your customer. It comes with the following components:
Audit Templates to define the parameters/checklists to be assessed by auditors.
Audit Forms that are mobile-friendly for auditors to do audits from their tablets and phones.
Scores that are automatically computed based on the parameters.
Audit Insights that help you identify recurring issues and shortcomings.
Bringing a hyper-personalization strategy to businesses helps you provide customized products and services and retain valuable customers.
Hyper-personalization is the use of real-time data and AI to understand customer buying preferences and curate products and services based on that information.
Bringing a hyper-personalization strategy to businesses helps you provide customized products and services and retain valuable customers.
Hyper-personalization is the use of real-time data and AI to understand customer buying preferences and curate products and services based on that information.
Social CRM allows you to organize and manage all your social media activities directly from the CRM. Posting content, responding to customer feedback or queries, generating insights on social media engagement, etc., are the highlights of a social CRM.
CDPs provide you with a bigger picture of your customer’s journey with your brand by gathering information and providing a unified view of all the important touchpoints from different channels. CDPs will significantly benefit those in charge of dealing with customer data and behavior by helping them develop effective strategies to carry out personalized marketing.
Your business is more likely to be profitable if you base your decisions on data and not instincts.
Learn how AI-powered dashboards can enable real-time tracking of customer behavior, predict future business outcomes, improve efficiency, and interpret data visually.
We are covering the top CRM trends for 2023 in our current blog series. Do take a look.
Social CRM allows you to organize and manage all your social media activities directly from the CRM. Posting content, responding to customer feedback or queries, generating insights on social media engagement, etc., are the highlights of a social CRM.
CDPs provide you with a bigger picture of your customer’s journey with your brand by gathering information and providing a unified view of all the important touchpoints from different channels. CDPs will significantly benefit those in charge of dealing with customer data and behavior by helping them develop effective strategies to carry out personalized marketing.
Your business is more likely to be profitable if you base your decisions on data and not instincts.
Learn how AI-powered dashboards can enable real-time tracking of customer behavior, predict future business outcomes, improve efficiency, and interpret data visually.
We have a list of how-to videos showing how you can use and 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.
Do take a look at the article on our new feature, Quality Audit.
My Favorite Feature
Matthew Costello
Customer Success Consultant
List View Customization
As customer data becomes easier to gather and store, I find that I have to quickly and easily sort through this voluminous data to support our customers better.
When a customer calls in, I need to be capable of quickly finding related data and sales and support conversations to be well-informed and up-to-date on previous interactions and internal tasks we have ongoing with them.
With the List View customization options available in Vtiger, I can easily modify the columns being displayed to search by each field listed, create custom lists and share those with individual team members and groups, and have even installed our Grid Edit add-on to edit field information directly from the List View.
All of these options have guaranteed that the information I need is only a few clicks away and can be updated just as fast.
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