An All-important Product to Boost Up your Business Efficiency is Vtiger CRM

Vtiger Open source CRM is an indispensable Customer Relationship Management system helping businesses and organizations to administer and maintain their proficiency. Strategies, techniques, tools and tracking facilities required for administering, interacting and developing an organizational process are available in this open source CRM.

All-import-product-vtiger-crm-to-boost-business-efficiency

Vtiger helps various teams or departments of a business to run in a feasible way. Meanwhile, comfort the top level persons or managers to oversee the performance of every single person or division of the company. Vtiger CRM contains many top-notch features and inventive functionality to automate many functions in less time and maintain every single task seamlessly without much effort.

Why to use Vtiger CRM?

A business with marketing, sales, support, services, inventory management, lead management, project management and workflow management will require a specific system or tool or software to enter, maintain and track the business operation and also its outcome. Any promotional activities, campaigns, customer interactions, work analysis, order management, database maintenance, documentation and communications must be updated regularly in a systematic manner. Here comes the need for a Customer Relationship Management product or service to make your process easy without any high-end tedious procedure.

What are the Benefits of Vtiger CRM?

Vtiger Open source CRM centralizes your business data enabling various teams to work on different projects, update the process and also track required information anytime and anywhere. Detailed reporting features including analytics and in-depth team activity insights are also available in vtiger open source crm. It helps to maximize your revenue by converting your customer or business data into intelligence. A few benefits of Vtiger CRM are:

  • 1. Lead Management - fetching from multiple sources like website, social media, emails, direct calls and generating follow-ups or further reminders.
  • 2. Automates regular tasks - Work assignments, sending scheduled emails are handled automatically, thus saving your time.
  • 3. Speed up Conversion rates - Manage sales funnel accordingly by streamlining the leads assisting for insightful sales progression.
  • 4. Dedicated Customer satisfaction and retention - Personalized customer interaction, quick inquiry tracking and customer service both before and after sales.
  • 5. Fast Decision-making - With updated, appropriate team operation report and trend of business, managers or top management make right decisions.

Overall good return on investment, improved sales, high productivity, great customer retention and satisfaction are major advantages of using an open source CRM application for your business.

What is Vtiger Extension?

Vtiger marketplace was launched during the release of version 6 with various featured extensions. There are many free and paid extensions available in the vtiger extension store. Extensions are available under general and language packs category. Extensions are available for making the users to add on new features to their crm easily in order to create user-friendly CRM experience. Extensions help to personalize your business functionality using Vtiger CRM with respect to your own convenience. Many helpful extensions are readily available at your fingertips at the below link:

Vtiger Extensions for checking the duplicate entry, pdf maker, google calendar synchronization, QuickBooks, smart duplicate merger, address lookup, mailchimp and payment extensions are most popular. These extensions are developed to meet user requirements by providing better solutions for every part of the business.

Difference Between Vtiger Extension vs Plugin

  • 1. Extensions are add-ons of a CRM system usually integrated to extend the purpose, service and executions of any process with many adjustable features. Plugins are additional components of a software application that gives extra functionality features without any modification facility on its core function.
  • 2. Vtiger extensions are designed to overcome the challenges faced by the CRM users for availing certain functionalities which are unavailable in the product. Plugins are developed to make a software, tool or web browser complete with some of the features that are not available in the released software.
  • 3. Free and paid extensions are available and easy to secure. Free and paid plugins are available and securing is not easy.
  • 4. Extensions require a single set of privileges for an extension as it is an individual identity. Plugins are complicated, thus required to identify privileges for every single running application.
  • 5. Extensions add the functionality of a specific software, tool or application to give a better user experience. Plugin runs independently with generalization in coordination with specific tools, software or application.
  • 6. Extensions are compatible with third-party applications along with modifications and adjustments for improved usability and productivity. Third party integrations are complex with plugins as it may interfere with other operations and create problems.
  • 7. Too many extensions in a browser may occupy more system resources. Too many plugins may lead to site crashes, security breaches, slow loading speed and many more.

Vtiger Installation Step by Step Explanation

Vtiger CRM installation involves specific prerequisite configuration to setup and develop active internet web pages. The set of programs helps the user to use the CRM without any security configuration conflicts with a local optimization rather than as a production server. The user can download a single program and follow further installation steps easily to run the web development server quickly without any problem. Such a set of programs varies with respect to the user’s operating system. For example, MAMP configuration is required for Mac operating system users. The file attachments will require 4 GB RAM with 250 GB disk space as hardware requirements.

How to Install vtiger?

Installation procedure requires a sequence of setup and configuration settings. The steps include downloading the CRM, extracting files, pasting into Server location and giving edit access to the owner, etc,. Follow the below steps for installation of Vtiger crm:

  • 1. Download the Vtiger Open Source CRM:
    https://www.vtiger.com/open-source-crm/
  • 2. Unzip the files to extract and then paste the same to Apache location.
  • 3. Give edit or writable permissions to the process owner.
  • 4. Save your CRM data by creating a new database from the MySQL database in CPanel.
  • 5. Create new users for all your CRM databases and avoid your server’s root user.
  • 6. Provide access to users and save your credentials which is required later.
  • 7. Enter your domain or IP address/vtiger on your browser and initiate crm installation from the wizard after agreeing the terms.

Any configuration errors can be rectified by making a few changes in the php.in file. Choose the required modules you require and start using the open source crm vtiger.

Requirement to install vtiger to Windows & Linux requirements

The set of programs required for using the Vtiger CRM includes a compatible operating system, Apache 2.1+ with writable access on its web folder, MySQL 5.1+ or Maria DB and PHP 5.2+, 7.0. Windows operating systems require WAMP that uses a script-based programming, PHP language for its development and testing process. LAMP for Linux operating systems which is a multilingual OS that is compatible with codes written in PHP, Perl and Python. XAMP is a most commonly used cross platform server configuration which works well with multiple operating systems including Windows, Linux and Mac OS. Dynamic web pages can be developed easily with any of the above configurations. In other ways, users find it very difficult to download, install and integrate various components for developing and testing applications or internet web pages.

What are Modules?

Modules are the main practical units of any open source CRM helping a wide range of businesses to utilize and customize the tool or software according to their requirements. The most frequently used modules are sales, marketing, services and management with same or different databases. Every module contains a specific version, controller, estimation, database and additional resources to build the user interface. Entity or Extension modules are the categories managed in a crm based on data of the module. Modules are developed to manage the entire lifecycle of a particular division of a business. Regularly used modules are:

  • Sales module - drive sales and handle the entire sales process of a new customer or product including lead management, opportunities, accounts, contacts, competitors, products, quotes, orders, invoices, etc,.
  • Marketing module - complete marketing cycle of any organization for the prospective and existing customers are managed including marketing lists from contacts or leads, running multiple campaigns and quick campaigns.
  • Service module - customer service operations are managed and tracked by various supporting, scheduling options including incident service, knowledge base, contracts, resources, service calendar, etc.
  • Activity Management - activities related to organizational functions including communications, appointments, tasks management and custom activities.

The most intelligent analytical modules help a business to predict, research and gather competitors information. This accelerates your own marketing and sales pipeline by making use of every single chance available.

Vtiger Migration Step by Step Explanation

Migration is a process of switching to a new customer relationship management system from an existing CRM or replicating applications seamlessly by exporting and importing your existing database. Companies migrate from one CRM to another to get additional features for making easily manageable processes. Business requirements evolve constantly and revamps endlessly, driving to look up for new and more practical functionalities. Many businesses migrate to other CRM for regulating their budget. Migration process often gets a discount and sometimes given for free. Follow the steps for migration process:

  • 1. Ensure to take backup of your existing database and source setup.
  • 2. Configure your server to meet pre-installation processes and download the latest migration file.
  • 3. Extract by unzipping the patch file into the folder of Vtiger CRM which unpacks the migrate folder.
  • 4. Open vtiger crm with /migrate path on your local browser.
  • 5. Go through the further steps of migration given on the wizard.

Migration will be made simple by giving write permission to the apache process owner. PHP configuration must not limit the execution of migration script as it consumes memory and time. Avoid clogging of log files by configuring appropriate error_reporting configuration. Review the tables especially, InnoDB has the existing table Engine type except for the _seq sequential tables.

How to Upgrade to Vtiger CRM?

Upgrade is a process of replacing the existing version of a CRM with a newer and latest version of the same customer relationship management system. Companies upgrade for the latest crm version to avail new features and also to rectify any bugs in the existing version. Know the step by step procedure of upgrade process from the below link:

The existing released CRM may work well for everyone and may not create any errors for users. But persistent advancement of organizational requirements makes the CRM developers to come up with latest features to retain their users with more features. This upgrade process never requires any additional tools for updating the version, whereas testing and verification are the most essential part. Ensure checking the installation and configuration guide for a smooth upgrade process. Remember to upgrade your CRM version in a ladderized method rather than jumping among the first lower version to the latest newer version to avoid any troubles.

Why Need To Use IonCube loader?

The IonCube Loader is a free PHP extension used to manage the run time encoding of reading and execution of files which were already protected. Handling encrypted files using on the fly patching of compiled code technique in memory gets back the running of older files compatibility on newer PHP versions. This extension also monitors and blocks accidental PHP codes got through exploited software vulnerabilities before execution. Ion cube loader is the widely used extension to prevent your source code from unauthorized access and also to speed up the performance of a web page. Other than security, it is most popular for reduced storage space, maximized accuracy rate and so on.

Wrap Up

Vtiger CRM is an open source software available for all levels of businesses, entities, enterprises and organizations. Managing and tracking multiple desk operations becomes easy with this open source CRM solution. Vtiger helps to streamline your day to day tasks, automate your follow-ups and enhance your business operations. We do provide multiple Vtiger integrations, you could find it here. We are available for any type of Vtiger CRM customizations at an affordable rate, if you want to personalize your CRM. If you have any doubts or enquiries, write to us at [email protected]

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