The Calendar That Does It All

Good customer service is the mainstay of your business. Many companies have failed to grow to their full potential because a rival gave their customers a more personalized experience. Your customers don’t care about your experience with anyone but them, and they have come to expect that experience to be personalized. With vTiger you can get ahead of the game and make tracking and dealing with your customers a breeze.

We can help you with your vTiger Integration and ensure that you get the most out of this powerful and flexible platform. Every aspect of vTiger is customizable to conform to the unique needs of your business and your customers. Not only can you track your customers, but with the powerful tools vTiger puts at your disposal, you can link those customers with their purchases, their salesperson and trouble tickets they have submitted.

One of the customizable tools that you can use is the vTiger Calendar Popup. This calendar may prove to be the tool you can’t live without. When we install this tool, we can link the calendar entries to your contacts, leads, organization, tickets and opportunity information. Imagine setting up a meeting with a customer and giving your salesperson the data on past purchases, problems and the solutions, and the ability to also create new linked records, such as new sales. This gives your sales team the information they need to properly pitch the customer and also personalizes that experience. Your customer will know you care if your salesperson knows everything about their account.

Another great tool is the vTiger Duplicate Check. How many times have you closed a trouble ticket only to find there is another ticket for the same problem? What do you suppose he customer thinks when their problem has been solved and a customer service rep calls to help solve the solved problem?This is not a good look for any business and with your customers’ busy day, it can be an annoyance to them.

With vTiger you no longer have to worry about that. The duplicate checker automatically checks for duplicates when you open it up. It can also be customized to notify you as you type that a duplicate record exists. The duplicate is displayed in a pop-up box so you can decide what to do with it. You can stop creating it, continue to create it or you can merge your record with the existing record on the fly.

With tools like these for your business, you can’t go wrong. Call us today.

Getting Up and Running with vTiger

Once you’ve decided on vTiger as a platform solution for your CRM system, the work begins. When we install software, there are numerous details that must be attended to or your system simply won’t work as it is intended to. You have to ensure that your data is secure not only from the outside, but from the inside as well. When we install vTiger we ensure all of your bases are covered.

When our skilled technicians embark on a vTiger installation they do not consider the job complete until all aspects of the installation are addressed. Functionality, security and data integrity are three of the main items that Are frequently overlooked at installation time and they can come back and cause nightmares either by having to retrofit the security configurations or through data loss.

When we install vTiger, that doesn’t happen. We understand that getting it right the first time is far more efficient and cost-effective. That’s why we sit down with you and map out the security plan you need to protect your data. We will ensure that the people that get access to look at and change your data are the people that need that access. We do this when we configure vTiger User Permissions. If you don’t need permission you don’t get it.

But what about in a situation where the install involves migrating from another platform? That’s not a problem. We have done, for example, Zoho to vTiger conversions and the security established on Zoho was carried through and then customized on vTiger. If you were to try to do these things yourself it would seem quite daunting, but if you contract with us, our experienced staff will make the transition seem simple. Everything needs a tweak and that’s why you hire us.

Many business owners are reluctant to install a CRM platform or are reluctant to move from the one they currently use. Fear of data loss and disruption are usually two of the reasons that businesses cite to justify their reluctance. Companies are right to fear these two potential side effects of conversion or installation, but if you contract with us, you won’t have to worry. We have performed hundreds of installations in a wide variety of industries and we learn from our experience.

Once you’ve installed vTiger utilizing our implantation and support services, you’ll wonder what took you so long to come around. VTiger is powerful, completely customizable and reasonably priced and with our help, we’ll have you up and running in no time.