Streamline Communication Efficiently with Vtiger Collaboration Tools
Posted: Sat Dec 21, 2024 3:46 am
Imagine a situation where your customer has asked a question about the details of a product and you are unable to return due to a busy schedule. Or when an angry customer is scolding you and you realize that the support team has not informed you of the issue they raised.
Success in business depends largely on effective collaboration phone number database and communication both internally and externally. According to a study conducted by Deloitte , 17% of employees are more satisfied with their jobs when they have access to collaboration tools. And most CRMs certainly provide tools that will help you collaborate seamlessly.
Learn more about collaborative CRM
Now let's take a closer look at the types of collaboration that occur in business using a few examples.
Collaboration within the team
The sales representative wants to get approval from the manager to provide a discount and close the deal.
The proposal must be approved before it is sent to the customer.
A support agent wants help from members of his team to resolve a request.
Collaboration between multiple teams
A sales representative wants to discuss a customer's issue with the support manager.
Management wants to hold a general meeting to discuss strategies for increasing revenue for the next quarter.
Sales, marketing and support teams want a 360-degree view
of customer data instead of searching everywhere.
Collaboration between a business and its customers
Scheduling a meeting with the client to discuss the product in detail.
Sending emails to potential and existing customers with offers or discounts.
Creating a case when a client raises a question.
All the points I mentioned above increase productivity and improve customer satisfaction. If you use a reliable CRM with advanced collaboration features, it simplifies and streamlines these business operations and produces better results.
Let's take a look at how Vtiger improves collaboration within an organization with built-in tools.
6 Best Collaboration Tools in Vtiger CRM
Actions
Actions
When you are part of a customer-facing team, it becomes important to stay on top of upcoming activities and track customer engagement and team performance. And to optimize these activities, Vtiger has introduced the Actions module in CRM. Vtiger’s Actions module is the perfect solution to plan your tasks in an organized manner.
With various reminders and settings, Actions acts as your personal assistant, reminding you of all the actions that need to be done on time.
There are different tabs in the Vtigra Actions module that will help you divide your daily tasks. Let's look at them now:
My Actions tab: Gathers all your calls, meetings, and tasks in one place. It displays the actions that are due today, next week, and next month, which will help you prioritize your actions effectively.
@Mentions tab: You will receive a notification when someone mentions you to discuss a contact record. You can also reply to the notification using emojis, search for keywords for a specific @mention, etc.
Updates tab: It instantly updates you when a record status changes or you are given access to a list, such as a contact list or a marketing campaign list.
Interactions tab: It displays all the alerts related to your emails. For example, if your customer opens your email, replies to your email, clicks on a link, downloads a document or republishes it, etc.
Using Vtiger Actions, you can set up different alerts, depending on which notifications are sent to you automatically.
For example, with activity alerts, you will receive notifications about:
Your overdue and upcoming tasks.
You have been assigned a task.
Your team's activities, etc.
Success in business depends largely on effective collaboration phone number database and communication both internally and externally. According to a study conducted by Deloitte , 17% of employees are more satisfied with their jobs when they have access to collaboration tools. And most CRMs certainly provide tools that will help you collaborate seamlessly.
Learn more about collaborative CRM
Now let's take a closer look at the types of collaboration that occur in business using a few examples.
Collaboration within the team
The sales representative wants to get approval from the manager to provide a discount and close the deal.
The proposal must be approved before it is sent to the customer.
A support agent wants help from members of his team to resolve a request.
Collaboration between multiple teams
A sales representative wants to discuss a customer's issue with the support manager.
Management wants to hold a general meeting to discuss strategies for increasing revenue for the next quarter.
Sales, marketing and support teams want a 360-degree view
of customer data instead of searching everywhere.
Collaboration between a business and its customers
Scheduling a meeting with the client to discuss the product in detail.
Sending emails to potential and existing customers with offers or discounts.
Creating a case when a client raises a question.
All the points I mentioned above increase productivity and improve customer satisfaction. If you use a reliable CRM with advanced collaboration features, it simplifies and streamlines these business operations and produces better results.
Let's take a look at how Vtiger improves collaboration within an organization with built-in tools.
6 Best Collaboration Tools in Vtiger CRM
Actions
Actions
When you are part of a customer-facing team, it becomes important to stay on top of upcoming activities and track customer engagement and team performance. And to optimize these activities, Vtiger has introduced the Actions module in CRM. Vtiger’s Actions module is the perfect solution to plan your tasks in an organized manner.
With various reminders and settings, Actions acts as your personal assistant, reminding you of all the actions that need to be done on time.
There are different tabs in the Vtigra Actions module that will help you divide your daily tasks. Let's look at them now:
My Actions tab: Gathers all your calls, meetings, and tasks in one place. It displays the actions that are due today, next week, and next month, which will help you prioritize your actions effectively.
@Mentions tab: You will receive a notification when someone mentions you to discuss a contact record. You can also reply to the notification using emojis, search for keywords for a specific @mention, etc.
Updates tab: It instantly updates you when a record status changes or you are given access to a list, such as a contact list or a marketing campaign list.
Interactions tab: It displays all the alerts related to your emails. For example, if your customer opens your email, replies to your email, clicks on a link, downloads a document or republishes it, etc.
Using Vtiger Actions, you can set up different alerts, depending on which notifications are sent to you automatically.
For example, with activity alerts, you will receive notifications about:
Your overdue and upcoming tasks.
You have been assigned a task.
Your team's activities, etc.