“Productivity of Salesman Depends on the tool”. Document module in CRM is of great use to the sales team in their daily flow of work. The document stores the informations shared by the customer via email and the informations linked with any CRM records. With the detailed informations about the products and the customer requirement, your salesman can boost the sales.
However the Vtiger mobile API has limitations, PocketCRM for Vtiger has pushed the limitations to bring in the support for Documents. Now you can share all your documents and audio files to view, download and collaborate with your team from any of your Android hand devices.
Find & Share Documents:
Your salesman can easily find the latest documents and be updated with key marketing informations. They can download the documents to a defined path or any supported third party file sharing integration. When your customer shares a document or if you have any new document available, you can upload it from your mobile device.
Send Files as email Attachments:
When you send an email, you can easily attach files from the central document library. There is no need of digging into your previous mails or conversation. You can spend less time searching and be more productive.
Integration with Dropbox, Google Drive and more:
With limited storage memory in your device, PocketCRM for Vtiger extends to unlimited storage by saving your documents in Google Drive, Dropbox and most common file sharing integrations. You can also upload and share files from any of the file sharing integration to Vtiger CRM.
Associate Files to Any Module:
You can save storage without uploading the same document twice. When the deal progress, you can relate the specific document with any record of other CRM modules for fast and easy access.
The mobile API module of your Vtiger Instance need to be updated with the enhanced API. Please download and install the enhanced Mobile API package on your Vtiger CRM server.