Present the Vtiger Deal Room to your buyers!

- From the CEO’s Desk

What better way to start the new year than by doing something that will enhance a buyer's experience. 

That is precisely what we set out to do while developing the Deal Room, more formally referred to as the Digital Sales Room.

The Deal Room is a microsite designed to be a collaborative hub that brings together sellers and buyers. Instead of scouring past emails and repositories to find previously shared documents, buyers will be able to access all the information in one place. 

Prospects can also invite other stakeholders to the Deal Room to help them catch up quickly. 

In addition to enhancing buyer and seller collaboration, Deal Room will also make forecasts more accurate by reducing mismatch in expectations on time frames and requirements. When everyone is looking at the same date, forecasts will be better. 

Deal Room comes with built-in security. Buyers get access to the Deal Room only after entering the OTP sent to their deal-linked contact email address. 

Deal Room is available for Professional and Enterprise editions and can be installed from the marketplace. Deal room is free during the beta period until May 1, 2022.
 
 

Product Updates

 
 

Deals: You can see the Purchase Cost and Margin fields in the deals’ line items.

Documents: You can now upload multiple documents at once to the Documents module to case replies and comments. 

Duplicate Records: The Duplicate Records widget under One View now provides the option to merge duplicates.

Products: Do you know you can add information about defective products with a new field called Defective Quantity in the Products module.

Read Release Notes to learn about the latest updates.
 

Deals: You can see the Purchase Cost and Margin fields in the deals’ line items.

Documents: You can now upload multiple documents at once to the Documents module to case replies and comments. 

Duplicate Records: The Duplicate Records widget under One View now provides the option to merge duplicates.

Products: Do you know you can add information about defective products with a new field called Defective Quantity in the Products module.

Read Release Notes to learn about the latest updates.
 
 

Customer of the Month

 
 

Breezway is an 85-year-old infrastructure manufacturing company with a global presence. They build Louvre windows that are energy efficient and are compliant with international standards.

Breezway increased sales productivity by 25% and enhanced the customer resolution process by adding One View to Deals, Cases, Quotes, and Invoices modules.

Read more.
 

Breezway is an 85-year-old infrastructure manufacturing company with a global presence. They build Louvre windows that are energy efficient and are compliant with international standards.

Breezway increased sales productivity by 25% and enhanced the customer resolution process by adding One View to Deals, Cases, Quotes, and Invoices modules.

Read more.
 
 

Big Little Things

 
 

Tags is a powerful feature that helps users organize and categorize specific records by labeling them with short words or phrases. 

Tags enable users to quickly identify and categorize these records based on the Tags applied.

Read about Tags in our latest blog.

Big Little Things section covers lesser-known features in Vtiger CRM that pack a big punch.

Please let us know if you have a similar favorite feature, you would like us to cover.

 

Tags is a powerful feature that helps users organize and categorize specific records by labeling them with short words or phrases. 

Tags enable users to quickly identify and categorize these records based on the Tags applied.

Read about Tags in our latest blog.

Big Little Things section covers lesser-known features in Vtiger CRM that pack a big punch.

Please let us know if you have a similar favorite feature, you would like us to cover.

 
 

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 a 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 a quick know-how about a feature, search for, and read an article. 
 
 

CRM Buzz

 

(CRM News and Technology Trends)

 
 

The power of unified customer data - Vtiger One View

Today, the world is truly a global village with businesses setting up operations in different countries. With teams and customers working in multiple locations and time zones, data is increasingly being shared, accessed, and used by teams simultaneously. 

And what does it mean for a CRM? Do CRMs of today share the latest and correct customer data with their teams? Do they integrate and sync with 3rd party apps and import data into the CRM? And most importantly, do they allow users to access the data from a single location to make informed decisions? Essentially they should, but consolidating data from different modules (in the CRM) and different 3rd party apps and then making it available for your teams can be a challenge. 

Imagine that your company uses Tally for accounting, Google Meet for communication, and Facebook for gathering leads - does your CRM guarantee that data from these apps will sync with the CRM and be made available for you at the right time? 

An efficient CRM should stitch all this information together and present it to you on a platter - a 360-degree view of customer data, from contact information to deals to quotes to cases. Instead of you toggling between different screens and spending time searching for relevant data, you should be able to display information with just a few keystrokes. This concept is referred to as the 360-degree view or unified view of customer data. It is a powerful tool in a CRM. And it is one trend that is definitely here to stay.

In Vtiger CRM, the feature that provides a unified view of customer data is called One View. It is how our product is positioned. The One View feature, in its widget form, is available in multiple modules - Contacts, Deals, Quotes, Cases, etc. 

With One View, you can access a 360-degree view of customer data with just a click. With information from previous customer interactions and deals made earlier, closing a deal becomes faster. With historical data at your fingertips, you can nurture your contacts. Create quotes with figures that make your customers commit. With data from different touchpoints in Cases, you will be able to resolve issues to a customer’s satisfaction. 

The above are just a handful, and there are many, many functions that you can use One View for. To know more about Vtiger One View, click here.

Delightful customer experience is not just a soundbite we use; with One View, it is a guaranteed mantra.  
 

The power of unified customer data - Vtiger One View

Today, the world is truly a global village with businesses setting up operations in different countries. With teams and customers working in multiple locations and time zones, data is increasingly being shared, accessed, and used by teams simultaneously. 

And what does it mean for a CRM? Do CRMs of today share the latest and correct customer data with their teams? Do they integrate and sync with 3rd party apps and import data into the CRM? And most importantly, do they allow users to access the data from a single location to make informed decisions? Essentially they should, but consolidating data from different modules (in the CRM) and different 3rd party apps and then making it available for your teams can be a challenge. 

Imagine that your company uses Tally for accounting, Google Meet for communication, and Facebook for gathering leads - does your CRM guarantee that data from these apps will sync with the CRM and be made available for you at the right time? 

An efficient CRM should stitch all this information together and present it to you on a platter - a 360-degree view of customer data, from contact information to deals to quotes to cases. Instead of you toggling between different screens and spending time searching for relevant data, you should be able to display information with just a few keystrokes. This concept is referred to as the 360-degree view or unified view of customer data. It is a powerful tool in a CRM. And it is one trend that is definitely here to stay.

In Vtiger CRM, the feature that provides a unified view of customer data is called One View. It is how our product is positioned. The One View feature, in its widget form, is available in multiple modules - Contacts, Deals, Quotes, Cases, etc. 

With One View, you can access a 360-degree view of customer data with just a click. With information from previous customer interactions and deals made earlier, closing a deal becomes faster. With historical data at your fingertips, you can nurture your contacts. Create quotes with figures that make your customers commit. With data from different touchpoints in Cases, you will be able to resolve issues to a customer’s satisfaction. 

The above are just a handful, and there are many, many functions that you can use One View for. To know more about Vtiger One View, click here.

Delightful customer experience is not just a soundbite we use; with One View, it is a guaranteed mantra.  
 
 

My Favorite Feature

 
 
Ravichandra Adiga
Senior Software Engineer

Time Logs

A handy feature that helps you manage your projects and tasks better.

Ravichandra says, “I can easily manage tasks and set start dates, due dates, and estimates with this feature. I can also track the time spent on each task.”
 
 

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