Vtiger LMS joins Calculus Coaching

- From the CEO’s Desk

Every time we connect to a call center, we hear that the call is being recorded for quality and training purposes. Firms (not all) are going to great lengths to deliver a better experience through the customer lifecycle stages - from leads through sales and even after onboarding the customer.

To deliver a great customer experience, salespersons and service executives should be well informed, supported, and aided with the right tool to facilitate meaningful conversations.

Not surprisingly, sales coaching tools are seeing an uptick in adoption, as selling has become much more nuanced. It is, in fact, no longer about just the product you sell. Salespersons have to do the right research, reach out at the right time, say the right thing in meetings, send the right words in an email or the right document, and handle objections the right way.

To improve the win percentage, salespersons need the right coaching.

With the Coaching Module in Vtiger, enabled by the Calculus AI engine, sales and customer service managers have become mentors. They view the calls that are automatically flagged for review based on different parameters (Talk2Listen Ratio, Mood, Pauses). Managers can review the calls and emails and rate them on custom parameters (Greeting score, Closing message) configured by them.

We are now pleased to complement the Coaching Module with a built-in Learning Management System (LMS).

Trainers can now create courses with concepts (lessons/chapters) and exercises to make it easy for staff to acquire knowledge and excel. Trainers can also configure questions and quizzes to help automatically assess the readiness of the salesperson or customer service executive. With features such as the Validity period (For example, 6 months), the LMS is set up to automatically prompt employees to retake a course and quiz.

Vtiger LMS is now available in beta (free until December 2022) in Vtiger One Professional and One Enterprise Editions.

Note: Customers using Sales or Help Desk editions can take advantage of the Single App licensing fees to upgrade to Vtiger One at little additional cost.

 
 

Webinar & Videos

 
 

Do you know about Vtiger’s Deal Room feature?

Deal Room is a customer-facing microsite to capture buyers’ journeys and optimize the sales process.

Watch this webinar to see how to use the Deal Room to connect and collaborate with your customers?

 

Learn how to insert the eSign tab to Print Templates in Vtiger CRM from this video.

 

Do you know about Vtiger’s Deal Room feature?

Deal Room is a customer-facing microsite to capture buyers’ journeys and optimize the sales process.

Watch this webinar to see how to use the Deal Room to connect and collaborate with your customers?

 

Learn how to insert the eSign tab to Print Templates in Vtiger CRM from this video.

 
 

Big Little Things

 
 

Recycle Bin

Anyone who has ever used a computer will know what a Recycle Bin is.

The Recycle Bin is also a feature in Vtiger CRM, but it isn’t just a place where deleted records go. It has a few other functions too.

Read our blog on the Recycle Bin to know more.

The Big Little Things section highlights some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM that pack a big punch.

 

Recycle Bin

Anyone who has ever used a computer will know what a Recycle Bin is.

The Recycle Bin is also a feature in Vtiger CRM, but it isn’t just a place where deleted records go. It has a few other functions too.

Read our blog on the Recycle Bin to know more.

The Big Little Things section highlights some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM that pack a big punch.

 
 

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.

We have updates to many features in the CRM. Read our latest release notes to learn what they are.

 

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.

We have updates to many features in the CRM. Read our latest release notes to learn what they are.

 
 

CRM Buzz

 

(CRM News and Technology Trends)

 
 

Capturing requirements - the root to successful CRM implementations

In their eagerness to push their products, many CRM companies do not always take into consideration - the inputs from end-users. The ones that use a product daily will tell you what is required for the product to function smoothly.

Capturing these requirements will go a long way in customizing a product that will help customers maximize its utilization.

Similarly, other factors also impact the implementation.

Read our blog, Keys to a Successful CRM Implementation, to learn more.

 

Capturing requirements - the root to successful CRM implementations

In their eagerness to push their products, many CRM companies do not always take into consideration - the inputs from end-users. The ones that use a product daily will tell you what is required for the product to function smoothly.

Capturing these requirements will go a long way in customizing a product that will help customers maximize its utilization.

Similarly, other factors also impact the implementation.

Read our blog, Keys to a Successful CRM Implementation, to learn more.

 
 

My Favorite Feature

 
 
Kunal Verma
Customer Service Lead

Actions page, Cases, and Task Management

Among my favorite features at Vtiger, I am listing a few.

As CRM users, we must be notified about our day-to-day activities. The Actions feature helps us to get to know the things which need our attention, and we can come back anytime and can trace them efficiently.

The Tasks module helps us with project management and provides us a platform for immense collaboration among different teams internally. It is a very useful module where most of us synchronize.

The Cases module provides us with the platform to interact with our customers. We can link with them easily and record their issues. It gives us immense satisfaction to hear about and solve their problems smoothly.

 
 

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