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1. Sales Forecast:


  • Forecast module in VTiger helps your predict and plan sales cycle from pipeline to closure sales stage.
  • Only administrator or user with admin rights can access forecast settings and configure details.
  • The administrator or user with admin rights can set the hierarchy of your organization.

sales-forecast

2. Social Module – Twitter Integration:


  • User will be able to view engagement history on posts dashboard he can also track the increase in the number of post from previous week and current week.
  • The user can also create a new search stream, the user will be able to add a lead from a post on Twitter, all the activity and Tweets of the contact can be found under the Twitter activity widget in the lead detail view.

    social-module


3. vTiger on demand Extension Store:


  • Extension store helps you to browse free and paid extensions published on the market place using your CRM admin console.
  • User can see as well as rate and add reviews to any extension.

    extension-store



4. Upgrade Google calendar Sync:


  • Import calendar of your choice from Google into vTiger.
  • User can see as well as rate and add reviews to any extension.
  • Google calendar sync updates all the events to contact records.

    google-calendar-sync



5. Import and export price book:


  • You can now import and export price books records to .CSV file.

    price-books



6. Specify Reply to email ID in workflow email:


  • Whenever the customer reply back to the email it will be sent back to the users email ID mentioned in “Reply To” field in the workflow.workflow-email



7. Calculate the Product Bundle Price Value:


  • The user will now be able to calculate the value of the total bundle for different items added by him.
  • This bundle cost will depend on the user currency selected by the user.

    calculate-product-price


Do You Need more information ?


For any further information / query regarding Technology, please email us at info@varianceinfotech.com
OR call us on +1 630 861 8263, Alternately you can request for information by filling up Contact Us
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