A recent Boru presentation provided insightful details on how an educational sector client, leveraged Vtiger Contacts to streamline student management. This client, heavily involved in various stages of student interaction from registration to course completion, has centralized communications. This includes SMS messaging, integrating with systems like RingCentral for voice calls. Let’s delve into the various aspects of this Vtiger customization and its impact on student management efficiency.
1. Integrated Communication Channels: Email, SMS, and Voice Calls
The client’s approach to Vtiger communication is multifaceted, encompassing not only emails but also SMS messages and voice calls. Through automated Boru drip campaigns, contacts receive timely SMS updates, guiding them through various stages like financial aid processes. This comprehensive communication strategy ensures students are well-informed and engaged.
2. The Communications Widget: A Central Hub for Interaction
A significant enhancement in the Vtiger Contact interface is the introduction of a Communications widget. This widget serves as a summary view on the contact screen, offering a quick overview of student interactions. It’s part of a broader “Heads Up Display” (HUD) that presents key information at a glance, improving the efficiency of administrative and sales teams.
3. Customized Key Fields Widget: Enhanced Data Display
The client has customized the Vtiger Contact Key Fields widget to display multiple rows of data, allowing for more information to be presented in the same space. This customization underscores the client’s focus on maximizing the utility of the Vtiger interface for better data visibility.
4. Quick Edit Opportunities Widget: Streamlining Workflow
Another notable feature is the quick edit/update opportunity widget, which allows team members to make changes to opportunities directly from the contact screen. This tool significantly reduces the time and effort spent navigating between different screens, enhancing workflow efficiency.
5. SMS and Call Log Integration: Real-Time Communication Tracking
The Communications widget also displays SMS messages in a layout akin to standard mobile devices, with distinct color coding for agents and students. This intuitive design enables quick and easy tracking of the conversation history. Furthermore, the integration with RingCentral allows for the tracking and recording of voice calls, directly accessible from the contact screen.
6. Comprehensive Overview of Student Interaction
The combined functionalities of the Vtiger Contact system provide a holistic view of student interactions. From SMS messaging to call logs, every aspect of communication is captured and presented in an easily accessible format, enabling staff to quickly gauge a student’s progress and needs.
Conclusion: Vtiger Contact Widget as a Pillar of Efficient Student Management
The utilization of the widget by this client in the educational sector exemplifies the platform’s versatility and effectiveness in managing complex communication needs. The integration of various communication channels and the development of specialized widgets create a powerful tool for managing student interactions. This case study serves as a testament to the platform’s potential in enhancing organizational efficiency and customer engagement.
