What are the value props of Vtiger?

- From the CEO’s Desk

In October 2022, Salesforce announced another new product, Salesforce Genie, in its fruitless quest to bring together the scattered data from its different platforms.

Genie requires not only additional license fees but also demands expensive consulting expertise. In this Forbes article, Yes, Salesforce really did introduce a ‘Groundbreaking’ CRM feature…Except for One Thing, author Gene Marks laments that small businesses are ‘not willing to gamble those hundreds of thousands of dollars so easily’ and just shrug and wait.

Our goal at Vtiger has been to provide the best-unified platform to help businesses delight their customers with Vtiger One. 

We recently surveyed our users to learn whether we are making progress. We asked what they liked in Vtiger and how we may deliver more value with the CRM.

Survey results showed us that Vtiger One is many things for many organizations, confirming our view (Is Vtiger One a CDP, CSP, or a CRM). Many organizations use Vtiger as a unified platform for everything to do with prospects and customers. 

Many other organizations use Vtiger for some, but not all, of these functions - Lead Management, Omnichannel Communication, Pipeline Management, Customer Relationship Building, Email Marketing, Inventory Management, and Project Management. 

Here is a summary of the survey responses.

What do you like the most about Vtiger (in order of popularity)?

  1. One View feature
  2. Customization capabilities
  3. Availability of needed features
  4. Ease of use
  5. Good Customer Support

What challenges did you solve with Vtiger? (Text in italics is actual feedback from distinct customers.)

1) Unified Customer Data Platform  (Lost time in finding information from scattered data; Poor conversations due to incomplete information.)

  • Centralized data management, inclusive of deals, sale orders, and purchase orders of all sales teams, easy to take a monthly report for all.
  • Having Vtiger has not only aided our client management, but the ease of integration of documentation processes has made this a one-stop system for our business operations.
  • Ability to have everything in one place, contacts, quotes, and email marketing.
  • Creating organizations, contacts, quotations, sales orders, purchase orders, and invoices.
  • Lead/Sales Tracking, Order/Project Tracking.
  • I can have all quotes, purchase orders, and sales orders in one place.
  • Keeping track of projects and quotes.

2) Internal Collaboration

  • Enhanced collaboration between teams, info available in a flash - one view of all client interactions.

3) Marketing

  • Better profiling of customers and leads.
  • Email marketing.
  • We have been able to organize our leads and communicate the status of each.

4) Pipeline Management

  • Our sales process has really improved dramatically.
  • Organize the sales process that was managed using excel files.
  • Organize our pipeline.
  • Bid coordination.
  • Management of inquiries through the project stage.

5) Customer Communication & Customer Relationship

  • Better communication with leads and customers.
  • Getting more info to our patients daily.
  • We have improved technical support.
  • Product Support and Customer Care.
  • We improved our process - customer relationship.
  • Organized our sales team, customers' data, and processes. Also improved communication with our customers.
  • We use Vtiger as a ticket system for our Support Team and plan to use it as our main CRM to contact our Customers.

Customer Survey Responses reveal the different facets of Vtiger.  Not all customers benefit from the unified platform. While we are heartened to see customers finding primary use cases in different capabilities of Vtiger, we realize we have work to do. 

We hope to receive your continuous feedback so we can enhance the product and you get more out of Vtiger CRM.

 
 

What’s New in Vtiger

 
 

Revenue Schedules

The Revenue Schedule feature in Vtiger CRM helps you track payment installments and other information after a product or service is delivered to the client. It enables you to manage cash flows effectively by accurately forecasting future revenues.

 

Revenue Schedules

The Revenue Schedule feature in Vtiger CRM helps you track payment installments and other information after a product or service is delivered to the client. It enables you to manage cash flows effectively by accurately forecasting future revenues.

 
 

Webinar & Videos

 
 

Vtiger Live Workshop: Inventory Add-On

Learn how to automate order and purchasing processes using Vtiger Inventory Add-on.

This workshop walks you through the Vtiger Inventory Add-on feature and its components like Receipt Notes, Bills, Stock Management, etc.

Date & Time: Thursday, March 23rd - 1:00 PM CST

Register here

 

Did you miss the latest Ask Me Anything (AMA) webinar hosted by Matthew Costello and Josh Rich?

Watch our video to know more.

 

Vtiger Live Workshop: Inventory Add-On

Learn how to automate order and purchasing processes using Vtiger Inventory Add-on.

This workshop walks you through the Vtiger Inventory Add-on feature and its components like Receipt Notes, Bills, Stock Management, etc.

Date & Time: Thursday, March 23rd - 1:00 PM CST

Register here

 

Did you miss the latest Ask Me Anything (AMA) webinar hosted by Matthew Costello and Josh Rich?

Watch our video to know more.

 
 
 

The Vtiger Blog

 
 

CRM applications can be highly customizable to fit your unique business needs. But do you know what should be customized to upgrade your business process? 

Read our blog to learn how to tailor your CRM for success.

Vtiger CRM is a powerful tool that caters to businesses of all sizes. You can build custom modules, use filters to view reports, and more with Vtiger Custom modules.

 

CRM applications can be highly customizable to fit your unique business needs. But do you know what should be customized to upgrade your business process? 

Read our blog to learn how to tailor your CRM for success.

Vtiger CRM is a powerful tool that caters to businesses of all sizes. You can build custom modules, use filters to view reports, and more with Vtiger Custom modules.

 
 

Vtiger Academy & Knowledge Base

 
 

Have you signed up for Vtiger Academy yet? 

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 the integration between Pipedrive and Vtiger CRM.

 

Have you signed up for Vtiger Academy yet? 

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 the integration between Pipedrive and Vtiger CRM.

 
 

My Favorite Feature

 
 
Bindu Babu
Documentation Lead

Tasks - Sub-tasks and Activity section 

A document (article, newsletter, blogs, etc.) is the result of collaboration between technical writers, subject matter experts (SMEs), testers, and sometimes even graphic designers. 

We work on multiple documents simultaneously by collaborating with multiple people. It sometimes becomes tough to remember all the deliverables that need our attention.

A Task is a great future that I use to manage the tasks and activities related to documentation. I can create responsibilities as sub-tasks and assign them to respective people. 

With many Vtiger members working in different locations, I use the Activity section to post queries and find the status of progress on each document. The Activity section not only provides the team with clarity but also helps us collaborate better.

 
 

Get exclusive CRM content!