by VTIGER SYSTEMS INDIA PVT LTD
Connect Vtiger CRM to view dashboards, reports and share deal, case, task or contact within team.
Vtiger CRM empowers Sales, Marketing, Customer Service, and Implementation teams with the power of one view on deals, cases, contacts, and tasks.
Over 300,000 businesses use Vtiger to create delightful customer experiences that measurably improve business revenue, customer loyalty, and team performance.
Note to admins: If your business does not have a Vtiger CRM account yet, you can sign up for the forever free Vtiger CRM One Pilot Edition by following the installation steps in Microsoft Teams.
Vtiger's One Professional and One Enterprise paid version provides enhanced Sales, Support and Marketing capabilities.
The Vtiger's Sales and Marketing CRM boosts sales by
* Helping sales teams win more deals faster.
* Highlighting the most valuable leads to work with.
* Enabling sales reps to track all deals.
* Nurturing prospects automatically.
* Alerting sales rep when to follow up.
* Showcasing sales performance & insights.
* Suggesting areas of improvement.
* Support multiple Pipelines.
* See Sales Insights dashboard & reports
Vtiger's Help Desk boosts customer satisfaction & loyalty by
* Enabling customers to find helpful information at an instant.
* Letting teams define the flow of how issues are reported, routed, assigned and handled.
* Automatically creating, routing, assigning and prioritizing cases.
* Letting support reps monitor, assign, & track progress of customer requests across multiple channels.
* Proactively surfacing important issues that need attention to prevent escalations.
* Making it super-easy for support managers to be on top of things.
* Support multiple SLA's.
* View Cases Insights.
Vtiger's All-in-one CRM breaks silos between marketing, sales, and support teams by enabling
* Provides unlimited number of records.
* Marketing teams to capture and nurture leads.
* Sales teams to score, track and close resulting deals.
* Support teams to access complete customer history and provide exception support.
* All teams to effortlessly share data and communicate, collaborate, and automate workflows across the company
* With the Microsoft Teams & Vtiger integration,
* View your Tasks, Contact, Deal lists and CRM dashboards directly within your team channels tabs and personal tabs.
* View your detail report, Pivot tables and Chart reports from within the Teams app.
* View your CRM alerts inside teams activity feed.
You can also be notified of the important CRM alerts inside the teams app in the Activity Feed channel, configure the rules in the CRM and enable MS Teams channel for notifications in the teams app. For more details and configuration please visit our help page.
For more details on the features please visit our pricing page.
Ask Vtiger Bot for your agenda for the day, view contact, or deal info by doing search via Vtiger Bot.
In the Team's mobile app we are showing only data at the moment, create/update new Contacts, Deals, Tasks etc and other actions will be available in coming releases.
Signup for a new Vtiger account for your business, if you do not have one.
- Can send data over the Internet
- This add-in can access personal information on the active message, such as phone numbers, postal addresses, or URLs. The add-in may send this data to a third-party service. Other items in your mailbox can’t be read or modified.