Tips to use Vtiger to upgrade your sales Games

A lead goes through several steps these steps are together named as sales funnel or pipeline. Keeping track of a sales pipeline and getting proper insights is extremely important for a business’s growth and success. Vtiger is a powerful CRM software allowing the sale manager to get all the insights of a sales pipeline and enhance the workflow.

Choosing the right software to automate sales operations is a primary step to streamline your tasks. Vtiger is a suitable option to automate your sales tasks and enhance your business productivity. Vtiger is a CRM software enabling businesses to streamline sales operations and increase their productivity and sales. Vtiger can be used in the following ways to boost your sales tasks:

Sales forcasting

Assigning leads.

Managing sales pipeline

Generating complex sales reports.

Automating sales operations.

Let us dig into the usage of these operations.

Sales forecasting:

Analyzing your customer’s requirements requires a lot of time and effort. With Vtiger CRM business administrators can understand their customer’s interests and needs by reviewing past activities and cater to their customers more efficiently resulting in large revenue and satisfied customers. Forecasting future goals to provide your customers with the best service also holds great importance. With Vtiger CRM you can automate the sales forecasting for future projects and goals.

2- Assigning leads:

Once you have generated a lead and signed the contract the next step is to assign the project to a sales team or representative. Vtiger lets your assign leads to specific representatives automatically. Vtiger analyzes the project requirements and assigns the lead to the capable representative by checking for some pre-defined rules and conditions. You just need to set some rules and leave the rest on Vtiger.

3-Managing sales pipeline

Today, businesses have shifted to Customer Management software to track sales pipelines, schedule meetings with customers, and generate reports for a project and other sales operations. After closing a deal, the lead moves to the sales pipeline. The sales team performs multiple activities in the sales pipeline. Keeping track of the sales pipeline is essential to provide the best service to your customer. Vtiger allows you to keep track of the sales funnel and be on top of everything keeping the data consistent and maintaining data integrity.

4. Generating complex reports:

Vtiger has advanced reporting and analytics tools and extensions. The document designing extension allows you to create complex documents and presentations with an easy-to-use interface. Employees work in teams for a single project. They may need to exchange data and important information, reports, and presentation. Working on a single software to generate reports and share them with other members optimizes the speed of sales processes. You can create complex reports with charts and graphs for other members and non-technical staff to understand your prospects better.

5. Automating sales operations:

Vtiger is a powerful software tool enabling businesses to automate complex tasks and increase sales processes. After closing a deal the lead has to go through several sales processes. Vtiger allows you to automate basic and repetitive sales operations so that the team manager can work on more important tasks. With advanced sales extensions such as email automation, multi-user assignment, and meeting scheduler. A sales representative can automatically schedule a meeting and send reminders to the team members. Create workflows and generate complex reports. Thus Vtiger is a smart tool for business management and processes.

Businesses have witnessed a lot of benefits by automating their business management and sales tasks. Using CRM software for your sales processes optimized the speed, increases the revenue, enhances customer satisfaction, and improves brand productivity. Offering the best services to your customers is a very important aspect of business growth.