
Our Vtiger CRM Training is created for CRM users to understand the basics of Vtiger CRM. Here, we will train you through all features and functions of Vtiger CRM.
If you are new to Vtiger CRM software or aiming to unlock the full potential of Vtiger, this Vtiger CRM training will help your organization for productivity, profitability and sustainable growth.
Vtiger CRM training for CRM Administrators:
Objective: Train admins to configure Vtiger to suit organizational needs.
Firstly, we listen to your business and its unique needs carefully.
- Create users, user groups, and profiles
- Manage access permissions for each user and roles to ensure secure data sharing and effective collaboration.
- Automation : How to automate your CRM system – Creating workflows, setup mail manager ( converting emails into CRM records for seamless communication management ), outgoing server, how to setup cron-jobs etc,
- How to create new fields and blocks etc
- How to create / manage picklist values
- How to handle duplicate records and merge/overwrite.
- How to install / uninstall a module
- Setting Data backups and Management
- Setting of Security Management
- Inventory management (products, prices, purchase orders).
- Customer portals for better interaction.
- Vtiger integrations with third-party tools (e.g., email, Zapier).
- Data import/export and Vtiger API for developers.
Training for Vtiger CRM users: (Mastering Sales & Lead Management)
- To handle Basic Records
- Creating and importing leads.
- Using workflows to assign leads to team members.
- Creating and managing support tickets.
- Managing opportunities, quotes, sales orders, and invoices.
- Creating and tracking customer communication (calls, emails, meetings).
- Learn to create detailed reports and optimize them for actionable insights from data.
- Creating marketing lists and campaigns.
- Setting up marketing automation workflows.
- Analyzing campaign performance (reports and dashboards).
Do you need more information?
For any further information or queries, please just email us at [email protected], we will respond you ASAP.