Automate sales-related tasks with Vtiger CRM

Vtiger crm supports the entire sales process. All parts of the sales process will be faster and more efficient. You waste less time because of better qualification. You can qualify better because you have better information at your disposal. Curious? Then read on

Have you ever when selling:

• Your valuable time spent entering contact and opportunity information into CRM?
• Time wasted calling unqualified leads because they appeared at the top of your contact list?
• Missed out on a lead because you forgot to call back?
• Exchanged a bunch of emails with a potential client to agree on the time for a demo?
• Spent an hour searching through files to find a quote you were supposed to send 30 minutes ago?

If you've found yourself in at least one of these situations, you need to try out Vtiger's powerful sales automation tools today.

Vtiger CRM automates the mundane and time-consuming tasks you perform at each stage of the sales cycle. This not only speeds up the sales process, but also removes manual errors and improves efficiency. Here is a list of features you can use to automate tasks in vtiger.

Sales phase: lead generation

Lead generation is the first step in a sales process. There are several methods of sales prospecting. Every day you send a dozen or more emails to potential customers and make a lot of calls looking for leads who might be interested in your solution. You receive inquiries from potential customers via emails and submitted web forms. You find prospects looking for suggestions and advice on social channels before they make a purchase. Vtiger provides you with tools to view prospects more efficiently and automatically collect lead information within the CRM.

Prospecting tools

Web Forms

Use web forms to convert website visitors into leads. With vtiger you can create custom web forms, which can be embedded in your company's website. When a website visitor submits a web form, a lead record is automatically created in vtiger CRM. All the data submitted through the web form is automatically recorded in vtiger. The lead's name, email address, company name and location are a few details you can capture through a web form.

You can set up advanced automation with workflows to automatically take quick actions. For example, if you have prospects all over the world, you can collect the location in the web form. And in vtiger, you can set up a work flow to automatically refer leads and prospects from a particular location to the sales team for that region or even to a specific sales person. This whole process reduces the time otherwise spent on manual data entry and manual lead assignment.

Emails

When you send sales emails, you don't want your prospects to immediately hit the delete button. Personalizing emails improves engagement. An Aberdeen study found that personalized emails improve click-through rates by an average of 14% and conversions by 10%.

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Hello $leads-firstname$,

Thank you for your interest!

When filling out our web form, you indicated that "[Custom_Field_Challenge]" is your biggest challenge. I work intensively [Custom_Field_Role] in the $leads-industry$ industry, and many of them see your biggest sales challenge as one of the top 3 challenges, so I'm sure we could help you. I think it would be fun to explore with you your other business challenges and present how our product has helped others solve similar challenges. Do you have 15 minutes available next Tuesday or Wednesday for a short, no-obligation phone call?

Best regards,
$leads-smownerid:first_name$ $leads-smownerid:last_name$

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Automated and personalized emails in vtiger

With vtiger's email automation, you can personalize any email without having to manually enter every sentence of the message over and over again. With vtiger, you can create reusable custom email templates that you can quickly customize before you hit the send button. You can use insertion tags to easily add the elements of personalization, such as a prospect's name or the company's name.

But be careful. You don't want your prospects to smell automation in your messages, because no one likes robotic tones or sales pitches. Try to keep the message in a conversational tone and use insertion tags to give it a personal touch. Within minutes, you can use vtiger to send an email to 100 prospects - and each one addressed by their own name - asking how nice the sun is shining in their city. With vtiger, you can even set up automated and personalized responses that are triggered based on specific actions your prospects take on your email.

With the EMAIL Maker module you can personalize even more extensively. You can then also include labels from other objects in the email.

Phone calls

Every day you make dozens of phone calls to potential customers. With vtiger you can make phone calls with one click, which are automatically logged. No more wasting time dialing numbers or manually logging each call. You can go back and reference these calls at any time. Vtiger integrates with popular telephony services such as Broadsoft, KPN-1 and Asterisk. You can configure multiple gateways and choose one gateway when you place a call. If the prospect is interested in your product, you can create an opportunity record in CRM with one click. If the prospect asks you to call after a few weeks, you can immediately set up a follow-up reminder.

Sales phase: Lead qualification

Lead qualification is the process of evaluating whether the prospect is ready to buy from you. Lead qualification helps you save time by eliminating prospects who will never buy from you as soon as possible in the process. With Vtiger's profile scoring and engagement scoring features, you can identify and target your most valuable prospects.

Profile score

When creating a new contact or organization view, you can use a workflow to have vtiger automatically score the profile to indicate how attractive the customer is to your company. To score profiles, in Vtiger you can assign a score between 0 and 100 for each field in the Contacts and Organization module. Once the profile score is set, vtiger automatically calculates the score on each contact and organization record and places a score on each record.

Potential customer profiles that closely match your ideal customer profile are thus rated higher than the others. With this rating, you can quickly choose high quality prospects for further engagement.

Integration WebVisitAnalyser

With the WebVisitAnalyser you have an even greater mat of automation for selecting, qualifying and monitoring Leads. At the same time you will have many more possibilities to qualify automatically.

Engagement Score

After setting up the right workflows, Vtiger tracks how your prospects interact with your emails and gives you an engagement score to tell you how interested your prospects are in your product. For every action the prospect takes on your email, you can have a point added to the engagement score through a workflow.

For example, when the prospect opens your email, the engagement score is 1 and when the prospect clicks on the shared link, the engagement score becomes 2. The more engagement, the higher the score. As the engagement score increases, you know that your prospects are becoming more interested in your product. In this way, you can identify your most engaged prospects and target them accordingly.

Sales phase: product demonstration

After qualifying leads, the next step is to schedule an appointment to present your product or service. You make an appointment for the particular demo and schedule it in the Calendar.

Sales phase: negotiation

You've delivered an impressive demo, your prospect is convinced to buy, you've sent a price quote and are waiting to close the deal. But then you hear the prospect say "I would like to negotiate". While this stage of the sales cycle requires a lot of your negotiating skills, you can still benefit from automation to make quick decisions.

Quote Approvals: Send automated quotes for approval

When prospects ask for a discount that is higher than your approval limit, you need to consult with your manager or other upper management before sending the quote to the prospect. With vtiger's quote approval process, you don't have to waste time tracking down approvers to approve quotes. After setting up a workflow, vtiger automatically sends quotes for approval when certain access conditions are met. You can also include multiple approvers and the quote is automatically sent to each approver.

Sales phase: assessing agreement

Closing contracts and sales documents in a timely manner is critical to closing deals on the expected closing date. After all, you don't want to close a deal because a contract you sent out didn't reach key decision makers before they left for a business trip. Vtiger can be integrated with secure e-sign service providers via an option, so you can get contracts signed quickly and reliably.

Signing via DocuSign (optional)

Vtiger optionally integrates with DocuSign to exchange signatures electronically. With the DocuSign feature, obtaining valid signatures from potential customers miles away becomes a matter of a few clicks. The digital signature eliminates shipping delays and chances of losing documents in transit. When you send out a contract for signature, your potential customers can log in from any device (desktop, laptop or mobile) and add their signature. In the contract, you can add labels in the places where signatures are required, so they are not skipped. Once the contract is signed, the status of the contract is automatically changed to "Signed" and you receive a notification.

Sales phase: Close

The final stage of the sales cycle is near. When the prospect finally buys your product or service, you have successfully closed a deal. You have turned a prospect into a customer. Once the deal is closed, you hand off the customer account to the billing team and the customer service team. The billing team needs customer and deal-related information to generate an invoice, and the support team will also use the same information to answer customer questions. Once all customer and deal information is captured in Vtiger, you can issue customer accounts with a click.

Billing

Vicus integrates vtiger with widely used accounting software such as King Software and Dynamics NAV/AX to streamline the exchange of invoices between sales and billing teams. When you close a deal, you can create an invoice based on a quote or customer order with a click. Then you can easily sync the invoice to the accounting software for your billing team to take action on. This automation of tasks makes for faster invoicing with zero manual errors.

In addition to the features mentioned above, vtiger CRM offers many other features to speed up the sales process. Invoice printing templates, document tracking, workflows, opportunity reminders, call reports (optional), multiple sales pipelines (optional) to name a few. Request a demo today to explore the sales automation features for yourself.