vtiger CRM Beginner's Guide

Take the Customer Relations Management of your small or medium business to new levels with this comprehensive guide to vtiger CRM. Covers all the great features of this free software, from the basics to more advanced techniques.

vtiger CRM Beginner's Guide

Beginner's Guide
Ian D. Rossi

Take the Customer Relations Management of your small or medium business to new levels with this comprehensive guide to vtiger CRM. Covers all the great features of this free software, from the basics to more advanced techniques.
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Book Details

ISBN 139781849511865
Paperback248 pages

About This Book

  • Take control of your sales operations and customer relationships
  • Make your sales team more productive and cohesive
  • Organize sales processes better and automate them
  • Create a custom interface specific to your business and empower your sales and customer service staff

Who This Book Is For

This is book is written for IT professionals and business managers who have power-user computer skills and are looking to improve sales management processes and/or customer service processes.

Table of Contents

Chapter 1: Hello Kitty — What is vtiger CRM?
The history of vtiger CRM
The technical components of vtiger CRM
vtiger's core feature set
Summary
Chapter 2: Unleashing the Beast — Installing vtiger
Installation on Windows
Time for action - Windows installation with the installer
Time for action - Windows installation from source
Installation on Linux
Time for action - installing vtiger on Linux (Ubuntu 10.04 LTS)
Time for action - configuring vtiger with the Configuration Wizard
Summary
Chapter 3: And the Claws Come Out — Getting Started with vtiger
Entering company data
Time for action - entering company data
Importing customer data
Time for action - importing customer data
Creating users
Setting up our team in vtiger
Time for action - setting up user permissions for the CEO
Time for action - setting up user permissions for the sales manager
Time for action - setting up user permissions for a sales representative
Time for action - setting up user permissions for our support guy
Configuring e-mail
Time for action - setting up outgoing e-mail
Time for action - setting up the mail client
Configuring vtiger backup
Time for action - setting up vtiger backups
Summary
Chapter 4: Leashing the Beast — Using vtiger
How to use vtiger's interface to your advantage
Time for action - how to configure the home page dashboard
Time for action - using Quick Create
Time for action - using actions to convert a lead
Managing lists
Time for action - using Mass Edit to assign leads
Using filters
Time for action - creating a custom filter
Cross-linking CRM data
Storing documents
Time for action - attaching an existing document to a lead
Tracking customer communication via e-mail
Time for action - sending and tracking an e-mail for a lead
Summary
Chapter 5: House Training your Secret Weapon — vtiger CRM and your Business
What is a module?
Using the module manager
Time for action - installing the PDF configurator module
Time for action - creating custom fields
Time for action - creating a custom pick list (Drop-down menu)
Time for action - creating a custom calculated field
Time for action - changing the Layout
Summary
Chapter 6: Business Processes―They're G-r-r-r-reat!
Mapping custom fields
Time for action - mapping custom fields
What is a workflow?
How to create a workflow in vtiger CRM
Time for action - setting up the workflow module with a third-party
Time for action - setting up the workflow module in Windows
Time for action - setting up the workflow module in Linux
Creating a workflow
Time for action - creating a workflow: thank you note
Time for action - creating a workflow: Introductory call reminder
Advanced workflow
Time for action - creating a conditional workflow
Summary
Chapter 7: Super Tiger―Using vtiger Extensions
The vtiger CRM extension community
Installing extensions
Time for action - downloading and installing a vtiger extension
Some useful vtiger CRM extensions
Summary
Chapter 8: Facing the Tiger — vtiger Theming
vtiger CRM theme elements
How to create a custom theme
Time for action - creating a custom theme
Summary
Chapter 9: Kitty, Play Nice! — Integrating vtiger
The vtiger CRM API
Time for action - configuring the Webforms plugin
Time for action - setting up a lead form on your website
How to use custom fields in a webform
Time for action - using custom fields in a webform
Summary
Chapter 10: From Cub to King — Growing with vtiger
Important preliminary points
What is vtlib?
Creating a custom module
Time for action - setting up debugging
Time for action - creating a custom module in vtiger
Modifying your custom module further
Time for action - modifying your Locations module
Managing you vtiger code over the long term
Subversion and Git
Summary

What You Will Learn

  • Install and configure vtiger CRM on various platforms
  • Organize and streamline sales force activities
  • Manage customer service activities better
  • Create an interface that is specific to your business
  • Automate business processes
  • Integrate your customer database with your website
  • Install and use vtiger extensions
  • Create custom modules in vtiger

In Detail

vtiger CRM is free, full-featured, 100% Open Source CRM software ideal for small and medium businesses, with low-cost product support available to production users. It is used widely in dozens of countries with localization available in over 15 languages. If you want to manage your customer relationships successfully using one of the most dynamic CRM systems that is truly open source then this is the right book for you.

vtiger CRM Beginner's Guide will show you how to unlock the power of the Open Source vtiger CRM system, to reorganize your sales processes and manage customer relationships better. It explains the basics of a CRM, going on to explain how to create a CRM using vtiger, adding extensions, plug-ins, and theming.

This book will teach you how to organize and streamline sales processes and customer service processes and to automate routine business processes to save valuable time. With it you can empower your sales force and start increasing sales. You can get more visibility to sales performance through centralized activity management and reporting. You will understand how vtiger receives data from external systems through its API and how you can use that API to get data into vtiger. You will discover how vtiger provides many extensibility and customization features to enable your CRM solution to meet the needs of your business and how use them correctly.

Authors

Table of Contents

Chapter 1: Hello Kitty — What is vtiger CRM?
The history of vtiger CRM
The technical components of vtiger CRM
vtiger's core feature set
Summary
Chapter 2: Unleashing the Beast — Installing vtiger
Installation on Windows
Time for action - Windows installation with the installer
Time for action - Windows installation from source
Installation on Linux
Time for action - installing vtiger on Linux (Ubuntu 10.04 LTS)
Time for action - configuring vtiger with the Configuration Wizard
Summary
Chapter 3: And the Claws Come Out — Getting Started with vtiger
Entering company data
Time for action - entering company data
Importing customer data
Time for action - importing customer data
Creating users
Setting up our team in vtiger
Time for action - setting up user permissions for the CEO
Time for action - setting up user permissions for the sales manager
Time for action - setting up user permissions for a sales representative
Time for action - setting up user permissions for our support guy
Configuring e-mail
Time for action - setting up outgoing e-mail
Time for action - setting up the mail client
Configuring vtiger backup
Time for action - setting up vtiger backups
Summary
Chapter 4: Leashing the Beast — Using vtiger
How to use vtiger's interface to your advantage
Time for action - how to configure the home page dashboard
Time for action - using Quick Create
Time for action - using actions to convert a lead
Managing lists
Time for action - using Mass Edit to assign leads
Using filters
Time for action - creating a custom filter
Cross-linking CRM data
Storing documents
Time for action - attaching an existing document to a lead
Tracking customer communication via e-mail
Time for action - sending and tracking an e-mail for a lead
Summary
Chapter 5: House Training your Secret Weapon — vtiger CRM and your Business
What is a module?
Using the module manager
Time for action - installing the PDF configurator module
Time for action - creating custom fields
Time for action - creating a custom pick list (Drop-down menu)
Time for action - creating a custom calculated field
Time for action - changing the Layout
Summary
Chapter 6: Business Processes―They're G-r-r-r-reat!
Mapping custom fields
Time for action - mapping custom fields
What is a workflow?
How to create a workflow in vtiger CRM
Time for action - setting up the workflow module with a third-party
Time for action - setting up the workflow module in Windows
Time for action - setting up the workflow module in Linux
Creating a workflow
Time for action - creating a workflow: thank you note
Time for action - creating a workflow: Introductory call reminder
Advanced workflow
Time for action - creating a conditional workflow
Summary
Chapter 7: Super Tiger―Using vtiger Extensions
The vtiger CRM extension community
Installing extensions
Time for action - downloading and installing a vtiger extension
Some useful vtiger CRM extensions
Summary
Chapter 8: Facing the Tiger — vtiger Theming
vtiger CRM theme elements
How to create a custom theme
Time for action - creating a custom theme
Summary
Chapter 9: Kitty, Play Nice! — Integrating vtiger
The vtiger CRM API
Time for action - configuring the Webforms plugin
Time for action - setting up a lead form on your website
How to use custom fields in a webform
Time for action - using custom fields in a webform
Summary
Chapter 10: From Cub to King — Growing with vtiger
Important preliminary points
What is vtlib?
Creating a custom module
Time for action - setting up debugging
Time for action - creating a custom module in vtiger
Modifying your custom module further
Time for action - modifying your Locations module
Managing you vtiger code over the long term
Subversion and Git
Summary

Book Details

ISBN 139781849511865
Paperback248 pages
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