Vtiger Customer Voice Survey - 2023, a time to listen to you.

- From the CEO’s Desk

Vtiger One is many things to many businesses.

We have grown from being an easy, feature-rich, unified CRM (or is it a CDP or CSM) to a robust platform that can be extended to meet the unique needs of businesses.

As we start the journey into 2023, we need inputs and guidance from you.

We have many exciting things in store as we continue to enhance features like the following.

  • Process Designer
  • A new marketplace
  • Revenue Schedules for Subscription businesses
  • Insights Designer for creating custom insights via SQL
  • CPQ Product rules
  • CPQ Pricing rules
  • Quality Audit
  • Vertical Add-ons (Ex: Construction Costing Add-on with Site Survey & Labor sheets)
  • Custom Mobile Apps (Ex: Distributor App for collecting orders from retail stores)
  • LMS for Sales readiness

Your feedback is critical to help us align and not drift from what is most important to businesses that have invested in Vtiger. Nothing gives us more satisfaction than working on things that make a difference for your business.
 
 

What’s New in Vtiger

 
 

SMS Integrations

You can now integrate Vtiger CRM with the below SMS gateways (service providers) to send and receive SMSs to and from your customers directly on your CRM screens:

  • Kaleyra
  • SMS Gateway Center
 

SMS Templates

The SMS Templates module in the CRM lists templates that you can use to create sms messages to be sent to your customers.
 

SMS Integrations

You can now integrate Vtiger CRM with the below SMS gateways (service providers) to send and receive SMSs to and from your customers directly on your CRM screens:

  • Kaleyra
  • SMS Gateway Center
 

SMS Templates

The SMS Templates module in the CRM lists templates that you can use to create sms messages to be sent to your customers.
 
 

Webinar & Videos

 
 

Microsoft Teams & Vtiger CRM Integration

Are you using Microsoft Teams to connect with your customers and Co-workers? You can now integrate Teams with Vtiger CRM and do a whole lot of things - set the day’s agenda, talk to your contacts, share files, and so much more.

Watch our video to know more.  
 

Microsoft Teams & Vtiger CRM Integration

Are you using Microsoft Teams to connect with your customers and Co-workers? You can now integrate Teams with Vtiger CRM and do a whole lot of things - set the day’s agenda, talk to your contacts, share files, and so much more.

Watch our video to know more.  
 
 
 

The Vtiger Blog

 
 

Have you ever wondered how Artificial Intelligence (AI) is used in software applications and products?

AI has moved on from simply being another buzzword. It is now part of many software applications - sales, marketing, and support activities, automation, services, etc. One aspect where AI is gaining traction is Customer Experience. AI is increasingly being used in design to ensure customers have an enriching experience using a product. It can be a website, an app on your phone, etc.

Read our blog to learn how Artificial Intelligence is transforming customer experience.
 

Have you ever wondered how Artificial Intelligence (AI) is used in software applications and products?

AI has moved on from simply being another buzzword. It is now part of many software applications - sales, marketing, and support activities, automation, services, etc. One aspect where AI is gaining traction is Customer Experience. AI is increasingly being used in design to ensure customers have an enriching experience using a product. It can be a website, an app on your phone, etc.

Read our blog to learn how Artificial Intelligence is transforming customer experience.
 
 
 

CRM Trends

 
 

Here is another brand new year, and let us look at the top 5 trends in the CRM space in 2023.

It is Artificial Intelligence (AI) at the top again. From data analytics to AI assistants to using AI to enhance customer experience, AI is being adopted into CRMs in a big way.

Voice-based UI in CRMs. Many of us are used to calling Siri, Alexa, or Google for help - from playing a song to telling us about the specifications of the latest gadgets. The same technology is now being adopted in CRMs to help with Sales and Service tasks. Statista estimates that 8.4 billion devices with digital voice assistants will be on the market (through CRM systems) by 2024.

Social CRM. Yes, more and more CRMs will allow you to integrate your Social Media accounts like Facebook and Instagram. This will help you manage and interact with your customers directly from a single platform. Imagine how easy it will be to obtain market insights, measure brand reputation, discover shifting trends, and, more importantly - connect directly with your customers!

Customer Data Platforms (CDPs) - an integral part of CRMs. CDPs will become the core of CRMs. They will integrate customer data across modules, touchpoints, teams, and channels. This will help businesses in generating reliable analytics and insights. Imagine the control you will have over forecasts, productivity, and growth!

Custom CRMs. A CRM should be like a good buffet - with something for everyone. CRMs in 2023 will be customizable depending on the industry and the size of the business, where you will be able to pick and choose the features you want in your CRM.

We at Vtiger are glad to say we have already incorporated most of these into our CRM. And in 2023, we will be coming up with powerful dashboards, a new set of features, and a CRM that will cater to new industries.
 

Here is another brand new year, and let us look at the top 5 trends in the CRM space in 2023.

It is Artificial Intelligence (AI) at the top again. From data analytics to AI assistants to using AI to enhance customer experience, AI is being adopted into CRMs in a big way.

Voice-based UI in CRMs. Many of us are used to calling Siri, Alexa, or Google for help - from playing a song to telling us about the specifications of the latest gadgets. The same technology is now being adopted in CRMs to help with Sales and Service tasks. Statista estimates that 8.4 billion devices with digital voice assistants will be on the market (through CRM systems) by 2024.

Social CRM. Yes, more and more CRMs will allow you to integrate your Social Media accounts like Facebook and Instagram. This will help you manage and interact with your customers directly from a single platform. Imagine how easy it will be to obtain market insights, measure brand reputation, discover shifting trends, and, more importantly - connect directly with your customers!

Customer Data Platforms (CDPs) - an integral part of CRMs. CDPs will become the core of CRMs. They will integrate customer data across modules, touchpoints, teams, and channels. This will help businesses in generating reliable analytics and insights. Imagine the control you will have over forecasts, productivity, and growth!

Custom CRMs. A CRM should be like a good buffet - with something for everyone. CRMs in 2023 will be customizable depending on the industry and the size of the business, where you will be able to pick and choose the features you want in your CRM.

We at Vtiger are glad to say we have already incorporated most of these into our CRM. And in 2023, we will be coming up with powerful dashboards, a new set of features, and a CRM that will cater to new industries.
 
 

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. Here is our latest article, 3CX Integration.
 

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. Here is our latest article, 3CX Integration.
 
 

My Favorite Feature

 
 
Ganesh Garapati
Manager - In-house Counsel

Privacy Guard

As a Business, we must protect our customers' privacy to ensure their dignity, safety, and self-determination. Stringent data protection laws like GDPR, provide powers to data subjects to exercise their eight rights, such as the right to be informed, the right of access, the right to rectification, the right to erasure, the right to restrict processing, the right to data portability, the right to object, and the rights concerning automated decision making and profiling.

With the Privacy Guard feature, I can quickly fulfill the above rights when I receive a request from customers for data erasure or stop processing their data (to comply with data protection laws on time). The Privacy Guard features help our website visitors/customers efficiently exercise their rights.
 
 

Get exclusive CRM content!

 
 

Copyright 2024 Vtiger. All rights reserved. Various trademarks held by their respective owners.