Category Archives: Knowledge

Close Smarter, Not Harder: AI-Powered Sales Briefs from vTiger CRM

In today’s fast-paced, hyper-personalized selling environment, finding company information just doesn’t work anymore. Whether you’re a new sales rep or a seasoned account manager, walking into a meeting without full context can mean a missed opportunity—or worse, a lost deal.

What if you could walk into every customer meeting with a ready-to-use, AI-generated sales pitch, personalized to your client’s business, interests, and historical behavior?

Migrate from vTiger 7.x to 8.x – Here’s Why It’s Worth It?

Is your business still running on vTiger CRM 7.x or older version of vTiger ? If so, it might be time to consider upgrading to the powerful and future-ready vTiger 8.x. With enhanced performance, stronger security, and a host of exciting new features, vTiger 8.x brings you everything you need to stay ahead in today’s fast-paced digital world.

Generate and Save Reports in vTiger CRM from Audit Log

vTiger CRM is one of the best customer relationship tools available, and probably its most useful feature is the Audit Log. The Audit Log allows you to monitor all changes and actions taken within the system, giving you an in-depth view of how business processes are carried out. In this post, we’ll guide you through the steps for creating and storing reports in vTiger CRM with the help of the Audit Log.

From Conventional to Cutting-Edge: Upgrading Your CRM Approach with Mobile Apps

The constant race towards the progress of the technologically advanced world makes it imperative for businesses to actively seek ways to better manage their customer relationships. To achieve an effective CRM, traditional systems are still in use, but rarely is there a shift from them because for most businesses, it is quite rigid in nature and does not meet the ever-changing requirements of the marketplace. The advancement in mobile technology and the emergence of mobile apps have changed the game when it comes to CRM systems, allowing businesses to enhance and optimize their customer relationships.

Success Stories: Businesses That Transformed with WhatsApp Integration in CRM

Success Stories: Businesses That Transformed with WhatsApp Integration in CRM

In the current world’s climate, improving customer experience and increasing sales are the major priorities for any type of business. Such major innovations include the linking of WhatsApp and CRM systems. This innovation allowed companies to automate operations, improve interaction and strengthen relations with their clients. In the text below we will show you how WhatsApp integration with CRM systems changed the lives of many companies.

7 Effective Tips to Avoid Getting Blocked on WhatsApp for Mass Messaging

Introduction:

Sending bulk WhatsApp messages is one of the most efficient ways to contact a huge number of customers. Using the appropriate WhatsApp marketing tool can do wonders for your business, whether you’re launching a promotional campaign, advertising a new product or service, or sending out crucial updates to your clients. However, choosing the best bulk WhatsApp sending software is time-consuming, either because most WhatsApp marketing tools and software are unofficial, or because official solutions have restricted operating functions.