While this is exciting, the growing workload has become overwhelming. Darryl juggles a variety of tasks, including writing and sending emails, following up with leads, communicating with new and existing clients, and keeping track of project details.
To maintain the momentum of his business and ensure special database quality service, he recognizes the urgent need for a system for delegating these responsibilities. A CRM, or customer relationship management tool, will greatly benefit Darryl by helping him manage and stay on top of these tasks.
According to Forbes 1 report, CRM helps manage customer relationships simply, effectively and efficiently.
A small business CRM system allows you to store customer and prospect information, identify leads, manage follow-ups, and track interactions in one central location.
By using CRM you get the following benefits:
Manage a growing client list without having to hire additional staff.
Keep all important information about your customers in one place.
Create and automate customer and lead tracking processes.
Keep track of every customer interaction, deal, project, task, email or call.
Establish a streamlined sales process that anyone can follow.
A Business.com study 2 shows that 25% of small businesses use a CRM, and another 10% are considering using one. Moreover, of those who have used a CRM, 90% believe it is a worthwhile investment of time and money.
To illustrate the value of CRM, let's consider the following use case.
Use case: Trainconsulting
Austrian company Trainconsulting faced difficulties in integrating its data due to the use of different software systems. This resulted in data fragmentation, poor accessibility, duplication, inconsistency, documentation errors and communication barriers. The company chose Vtiger CRM to provide a comprehensive solution to these problems.
Vtiger CRM’s centralized One View platform solved the problems of data silos, inconsistencies, and duplication by offering consistent data to different teams. Features like the activity section, @mentions, and tags improved collaboration and communication across departments.
By automating manual processes, Trainconsulting reduced errors and improved workflows, ultimately increasing overall productivity. Vtiger CRM also improved the visibility of its sales funnel, allowing for better forecasting. With easy access to unified customer data, Trainconsulting improved customer engagement and built more reliable relationships.
Why Vtiger CRM?
Vtiger CRM is a powerful and versatile tool, especially suitable for small and medium businesses. Let's take a look at how Vtiger can benefit you:
automation
CRM automation involves optimizing and automating customer relationship management processes to improve the efficiency and effectiveness of customer interactions. Vtiger CRM has several automation features that will benefit your business and reduce manual labor.
Sales
Vtiger CRM offers a variety of features that help sales teams handle a variety of tasks including meeting customers, getting price approvals, and more.
Meeting Pages: The benefit of using meeting pages is that you can avoid the hassle of sending emails back and forth to schedule a meeting. You get a ready-made schedule of your workday, week, or month and share it with your leads and clients.
They will select an available slot from your schedule to meet you. Already booked slots will not be displayed on the appointment page.
Approvals: Whether you want to send a price quote for your manager's approval or need approval to hire a new sales team member, the approval features will do it for you. To successfully use the Approvals module, managers need to set up the following items.
Approval Conditions: The basis or possible situations under which records should be submitted for approval.
Managers: Who you report to or who needs to approve your requests.
Tutorials: The scenario consists of the tasks of the sales rep to close the deal. This template is automatically created when you create a sales funnel in the CRM and is mapped to the sales funnel. All you need to do is add the journey tasks based on your specific sales process. Vtiger CRM displays the journey tasks by deal, accompanied by a progress bar indicating the percentage of completion in the deal journey. The bar increases each time the sales rep completes a journey task.
Sales Statistics: Vtiger CRM's Sales Insights modules automatically generate reports on sales pipeline progress, sales rep activity, closed deals, and more. These reports provide insight into deal progress, your company's sales, and the performance of your sales team. This reduces the need for sales managers to hold frequent meetings to get updates.
AI-Led Sales: Vtiger’s AI engine, Calculus AI, helps sales reps close more deals with predictive analytics and recommendations. Calculus AI also helps sales reps become coaches by automatically analyzing calls and emails and flagging them for review to facilitate proactive coaching.
Marketing
Marketing automation in Vtiger CRM includes features designed to generate leads and run marketing campaigns. Let's take a look at these features.
WebForms: Web forms are online forms that you can embed on your websites. These forms allow you to collect information about potential customers. When visitors submit a web form, Vtiger CRM automatically captures their details and creates a lead record without manual data entry. In addition to leads, you can create the following records with a web form:
organizations
Vendors
Special offers
Projects
Main stages of the project
projects
Domestic Tickets
Email Campaigns: The Email Campaigns feature allows you to send bulk emails to your contacts. You can easily send marketing emails with promotions and offers, and set up autoresponders to respond to your contacts. In addition, you can also set up the conditions for when the autoresponders are sent automatically.
SMS Broadcasts and Response Actions: SMS broadcasts are similar to email campaigns, with the key difference that they are sent directly to contacts' phone numbers. SMS messages have a higher open rate than email campaigns. You can also set up actions where a contact replies to an SMS message using the SMS Reply Action.
Help Desk
If you're part of a customer service team, you can automate ticket creation, automatically respond to customer inquiries, and get ready-made reports on your team's performance.
Client Portal: The client portal serves as a single point of contact for your clients to receive all updates about their cases and other records. How does it automate your tasks? The need for clients to contact you with their queries is reduced as all the necessary information is available on the portal. Clients can also submit queries and requests from the portal, automatically creating a case record in the CRM.
Help Desk Insights: Vtiger CRM automatically generates charts and graphs in the Help Desk Insights section. These visuals display case information and the work of the customer support team on these cases. Help Desk Insights provides the following information:
Average first reaction to cases
Number of unsolved cases
Number of violations
The number of requests is grouped by the channel from which they are generated.
Internal Ticket Insights: Internal tickets in Vtiger CRM allow your company employees to quickly raise their questions and requests. The performance of the internal support team serving your employees is captured in Internal Ticket Insights using charts and graphs. Vtiger CRM collects data from your CRM records to automatically generate this information.
Live Chat and Chat Statistics: By installing the Vtiger Live Chat extension, you can transfer frequently asked questions to the Live Chat widget. As customers enter keywords, the widget automatically populates frequently asked questions. Additionally, customers can contact your customer service representatives via live chat. Vtiger CRM records details such as first response time, chat rating, duration, missed conversations, and more from customer conversations. This information is then used to automatically generate chat statistics, allowing customer service managers to evaluate their team’s performance and work on improvements.
Mail Department: Transfer complaints or queries that customers write to your customer support email address to Vtiger CRM by setting up the following:
Post Office Rules in Vtiger CRM
Auto forwarding in your mail service
Automatic forwarding forwards your emails to your CRM using your post office address. The post office scans the forwarded emails and automatically creates a case record based on the rules you set.
Pipeline management
Vtiger pipeline management ensures that your workflow is smooth and accessible to everyone. You can keep track of all your deals and their statuses with opportunity management, quickly checking the current status, previous conversations, and scheduled meetings.
Vtiger's Deal Room is a private digital space where sales reps can share, interact, and track content with prospects. This feature helps you collaborate with customers and colleagues. It allows you to quickly respond to inquiries, share documents, and store important deal-related documents in a central library accessible to both parties.
Stay on top of your sales by setting forecasts and quotas to help you plan your sales cycle, manage goals, and track team performance.
Communication and cooperation
Vtiger ensures seamless communication between team members and clients.
You can easily use @mention to tag any team member in a note on a contact or opportunity and reassign any task, contact, or opportunity for a smoother handoff. Mention alerts can be turned on or off as needed.
You can use the broadcast feature to make announcements.
Vtiger integrates with several telephony service providers, allowing you to make phone calls from your CRM. You can also send SMS, MMS, WhatsApp messages, and emails directly from your CRM.
You can use the Mailroom feature to migrate all your emails (from different email accounts) to your CRM and manage them from a single platform.
Vtiger CRM provides small businesses with a comprehensive set of tools to improve efficiency, strengthen customer relationships, and drive growth. By automating routine tasks, centralizing customer information, and streamlining communication, Vtiger CRM allows you to focus on achieving your goals without worry.
With its simple interface and customizable features, Vtiger CRM becomes an integral partner for your business to thrive and stand out.
Integrations into Vtiger CRM
Vtiger CRM integrates with over 500+ applications, from accounting to telephony. You can transfer data from third-party applications to the CRM and manage it from the CRM. This reduces data duplication, errors, and manual efforts required to manage data across different applications. You get a holistic view of your customers with all the data available on one platform.
You can also make calls directly from your CRM by integrating with various phone gateways. You can send messages and manage social media interactions (Facebook, Instagram, and LinkedIn) from your CRM. Since you can access customer records at the same time, you can have meaningful conversations with them.
Here is an example of the apps you can integrate your Vtiger account with:
Xero
Twilio
Mailchimp
Find out about all Vtiger integrations here.
Here are some reasons why you can benefit from using Vtiger CRM:
Vtiger's One View provides a comprehensive view of real-time analytics and information, allowing you to assess the health of your business and take appropriate action.
Vtiger CRM is a simple tool that is easy to use without implementation hassles or complex training.
Vtiger CRM seamlessly connects to the 500+ apps you already use without breaking the bank.
Vtiger CRM is affordable and adaptable to any team size and industry. Flexible versions with mixed pricing fit all budgets, from startups to enterprises.
Calculus AI – Artificial Intelligence Support in Vtiger CRM
Finally, to make your work even more manageable, Vtiger CRM has artificial intelligence at your fingertips with Vtiger Calculus AI.
Vtiger Calculus AI is an AI-powered tool that uses CRM data to provide your teams with the best advice and solutions. From instant responses to your queries to easy email writing and call quality analysis, GPT integrated with Calculus AI helps your sales, marketing, and support teams communicate effectively with customers and work at their best.
