COVID-19 definitely changed the way we live our lives and how we run our businesses. Companies not having digital DNA lose their customers and market share. If you want to develop quickly, grow your customer base – you need to reinvent your business approach – to be able to do business anytime, anywhere. Implementing the Vtiger CRM solution in the cloud will allow you to operate from any place in the world and you will also:

a) Understand your customers

Vtiger CRM gives you the possibility to track all interactions with your customers, understand the potential of sales opportunities, analyze customer data in a different context: where customers come from, which channels are best to reach customers, which organizations are the ones you can win easily and which ones need more effort to win and many others.

b) 4cast realistic numbers

You will be able to understand the past and present sales trends and the number of opportunities recorded in the system. Salas Managers will easily predict future sales possibilities and the sales team will precisely forecast opportunities to close this month, next month, and every quarter. You will be able to analyze which types of opportunities wait too long for an action, which contacts need to be warmed up, and which ones were contacted too often.

c) Simplify customer communication and marketing campaigns

You don’t even realize how long every sales representative takes to send a mail to a new customer, she/he reads that many times analyzing if it’s correct, propper wording if the value proposition is rightly exposed. Not to mention if they are to prepare serial correspondence, which is usually done from xls prone to mistakes, errors, and may run into duplicates. Eventually, salespeople lose track of whom they replied to, who needs their further attention. Implementation of Vtiger CRM makes this problem vanish, you will have all templates for communication at hand and you will keep track of what and when was sent to the customer. You can keep links to important customer documents and track all e-mail threads (eg. claims) in one place. It will take just a few minutes to set up serial correspondence and e-mail campaigns. The solution will give the possibility to track the progress of each campaign, compare costs and win rates.

d) Track Sales Team progerss

Usually, the sales team spent many hours scheduling the sales appointments, updating calendars, and following and tracking the leads and actions that need to be done. Vtiger can automate the majority of sales tasks and every sales representative can have its own dashboards with daily, weekly reminders, actions, and events just not to lose a single customer contact. This implementation may include the entire sales process from estimating the proposals and quoting them up to the older generation at greater speed.

All Sales reps can get 360-degree information instantly as and when required. They can, therefore, render instant services to their customer which may include proactively informing the users about the product delivery status and increasing the value

e) Analyze correct data

When keeping data in spreadsheets it is very difficult to analyze it. Implementing Vtiger in the cloud will empower you with data insight through standard reports that will be at your disposal anytime. Data is a powerful tool for making the right decisions, having data gathered in one place will help you in reaching these decisions.

When it comes to new technology adoption like CRM implementation you need a skilled partner who will guide you towards success. Someone that knows the product inside out and who will be able to advise you what are the features of the system key to your operations. 1Vertigo consultants worked on many CRM implementations, where they were either the client or the implementer, so their experience is fully hands-on. They facilitate best practices implementation on a daily basis. Our knowledge will save you a lot of costly mistakes. During the implementation projects, the 1Vertigo team pays special attention to communication as we acknowledge this is one of the most important success factors in any project. When taking a project we communicate openly and frequently, proactively advising on the best course of action.