Owner | Director of Operations at Expert Technology Solutions
Real User
Top 10
2023-07-04T13:49:00Z
Jul 4, 2023
We use Vtiger for CRM work. It contains our entire customer database of all our existing customers. We have the usual details, phone numbers, and addresses, but the customized modules we've built have been specific to our industry. We've added a module for service contracts and finance options, logging if they do business finance or pay cash. We've got a module that captures all of that information. We've also added a configuration module that keeps track of clients' usernames, passwords, IP addresses, and so on. We're going to build a module that tracks our loans and repairs so that when we have equipment coming in, and then it goes from us, maybe back to the supplier for repairs, we can track that activity so we don't lose stuff.
CRM solutions streamline customer relationship management by integrating various processes into a unified platform, enhancing communication, sales, and service.CRM systems offer comprehensive capabilities for managing customer interactions and data across different channels, providing insights and analytics to improve business relationships. By automating routine tasks and providing tools for better communication, CRMs help organizations maintain a clear view of customer activities and...
We use Vtiger for CRM work. It contains our entire customer database of all our existing customers. We have the usual details, phone numbers, and addresses, but the customized modules we've built have been specific to our industry. We've added a module for service contracts and finance options, logging if they do business finance or pay cash. We've got a module that captures all of that information. We've also added a configuration module that keeps track of clients' usernames, passwords, IP addresses, and so on. We're going to build a module that tracks our loans and repairs so that when we have equipment coming in, and then it goes from us, maybe back to the supplier for repairs, we can track that activity so we don't lose stuff.