vTiger Offerings
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We improved the PDF Configurator created at crm-now and offer it to you as a standalone customization or as a standard feature in vTiger+.
Like the original version you can choose how your Quotes, Invoices, Sales Orders, and Purchases appear. Select paper size, font, language, and other appearance options from any easy to use menu. In our version, we cleaned up the header section as you can see in these screenshots.
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Manipulate reports to display the information you need. Our reports customization sorts reports by column and adds breaks and subtotals to help organize your data.
The type of break can be different for each report and view. In this example, the web view has a break in the table. If there were numerical columns, there would be a subtotal at the end of each table. The second image is the PDF output, which is configured to insert a page break between tables.
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Google Maps Integration allows you to see where a customer or contact is located from within vTiger. Another useful feature is that it will also display nearby customers and contacts as well. With this information at your sales team's fingertips, they will be able to get from place to place without driving back and forth across town. Just check which contacts are nearby and plan your route accordingly.
It's as simple as:
- Select a contact and click the Map button on the Contact Detail Page
- A map will display with all nearby contacts listed on the left. In the second screenshot, everything but qualified leads is filtered out.
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Vtiger's advanced search is powerful, but setting up each field is a hassle. And when you make more than a few complex searches in a day, it's downright aggravating. Our contact search customization makes multi-field searches more convenient by putting common search fields at the top of your Contact page by default. This way users don't have to wrestle with adding and subtracting fields.
Even faster are our Quick Search Buttons, which conduct and sort a predefined search according to your needs, like speed dial on your phone, or a bookmark on a web page.
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Display complex information in an easy to understand format with our custom dashboards. Any data query can be filtered, sorted, and displayed attractively and informatively in real time.
As a performance measurement tool, you can use our dashboards to calculate calls to sales ratios for any user at any given period of time. Or make the calculation more nuanced and ignore certain types of leads. No matter the complexity, your dashboard is a just a click away.
You aren't just limited to vTiger data either. Dashboards can integrate information from any of your software to give you the big picture, color coded, all in one place.
Dashboards are a great motivational tool. Incentives, such as commissions or bonuses, are most effective when they are received soon after a goal is met. Dashboards give your sales team the ability to track their commissions during all stages of the approval process, from pending to approved.
One motivation booster of ours is a dashboard where users set a goal for the number of calls they will make in a day, the number of times they will speak live, and the number of applications they will complete. Each day the user logs in, it displays the previous day's goals, the actual numbers, and asks the user for a new set of goals for the day.
Another motivational tool displays each sales team's performance ranked against the others.
When keeping track of many commissions, managers can often get bogged down resolving disputes from the sales team, who in turn spend a lot of time searching for missed commissions. By tracking the commission process in dashboards, your sales team and managers will have instant access to sales information and spend less time chasing down commissions, a serious time savings for any organization
Contact Boru and discover dashboard possibilities for your company.
