Sales Archives -

Profile Scoring For vTiger®

CRMTiger — Tue, 03 Apr 2018 12:57:10 +0000

Profile Scoring for vTiger® When a company working with many leads and some of the leads or prospects don’t seem to be highly weighted, it means that in order to group leads or prospects based on score, giving them more importance than profile scoring will be very useful.

A profile scoring extension was developed by the CRMTiger team to help the sales team focus on high-scoring leads/prospect.

CRMTiger offers profile scoring on the following modules of vTiger:

Leads
Contact
Opportunity
Organization

Profile scoring for organizations is a systematic way to capture the attractiveness of a (potential) customer. These attributes may be the business size (revenue, number of employees), location, vertical, brand value, etc. Each attribute may have different levels of importance. So, it is logical to assign weights based on their importance.

Profile Score view on record

Profile scoring module used to display score on record as a highlighted Star for user to easily identify rating.

Score Calculated

Assign the score for each value that attribute can take (you can customize attributes and values by adding, deleting and modifying defaults).

Note! There is no limit on the score, but you cannot assign a negative value

Set up the Profile Rating with the minimum score for each star rating.
Once satisfied with the configuration, click Save.

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Pipeline(Kanban) View For vTiger®

CRMTiger — Wed, 28 Mar 2018 10:19:36 +0000

Pipeline View helps you visualize & approach your workflows easily and helps you manage them. It covers modules, e.g., Opportunities, Leads, Contacts, Accounts, Tickets, Projects, and Project Tasks, for which you can configure different sets of fields to show on the pipeline record. Rather than having to go into the edit view, change levels simply by dragging the whole record to the next level, which is quicker.

Version compatiblitiy : Upto version 7.4

[dt_button size="small" style="default" animation="none" color_mode="default" icon="" icon_align="left" color="" link="http://demo.crmtiger.com/index.php?vt_version=v6extension&extension=pipelineview6" target_blank="true"]Version 6.x Demo[/dt_button][dt_button size="small" style="default" animation="none" color_mode="default" icon="" icon_align="left" color="" link="http://demo.crmtiger.com/index.php?vt_version=v7extension&extension=pipelineview7" target_blank="true"]Version 7.1 Demo[/dt_button]

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Sales Forecasting For vTiger®

CRMTiger — Sat, 08 Oct 2016 13:07:20 +0000

The sales forecasting extension is used by the company to forecast sales for the sales and marketing teams.

Extension used to setup sales forecasting for the following 3 modules.

Opportunity (sales deals)
Sales Order
Invoice

Following are the different attributes used to setup sales forecasting:

Period (month, quarter, Quarter / year)
Financial Year Setup
User / group selection
Conditional setup
Conditional filter setup (condition to consider sales)
Sales value setup

Sales Forecasting reporting

View sales forecasting by user, type (Month/Quarter/Year) wise.
Display reporting based on goal vs. actual
Color coded reporting.
Red color: If target is not achieved
Green color: if Target is achieved.

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